Katherine Li

Critic
DISC Type : C

Co-Founder / Chief Operations Officer at PulseFX

Toronto, Ontario, Canada

Overview

Katherine Li is the Co-Founder and COO of PulseFX, where she specializes in corporate forex hedging, currency, and payment strategies for North American businesses. Recognized on The Peaks 2025 Emerging Leaders list and by FoundersPress, she has over a decade of experience in the foreign exchange industry and studied Foreign Affairs.

Personality Overview

Objective Thinker

Information Seeker

Negotiator

Unless the value is proven by data, they are unlikely to value fancy features.  They choose to analyze logically and value facts to emotions. They like to do things independently and don’t look for support from others.

Topics They Care About

Forex Risk Mitigation
As a co-founder of PulseFX, her primary role is to empower North American businesses by delivering comprehensive hedging solutions and tailored payment strategies to manage currency risks.
International Trade
She was a guest speaker at George Brown Polytechnic for an International Trade class, discussing the real-world impact of currency strategy on business margins.
In-depth Economic Analysis
Her social media activity shows she analyzes economic news beyond the headlines, looking at underlying data to understand the true story of market conditions.

Media Appearances

Katherine has no verified media appearances

Work History

9-2024
Co-Founder / Chief Operations Officer at PulseFX
9-2024
Co-Founder / Corporate Dealing Director at PulseFX
1-2024 - 8-2024
North America Corporate Dealing Manager at OFX
5-2018 - 6-2024
Senior Corporate Trader at Firma is now OFX
5-2017 - 4-2018
Junior Corporate Trader at Firma is now OFX

Education

Education details unavailable from University of Toronto - University of Trinity College
Foreign Affairs from The Hebrew University of Jerusalem

More Information

Social Presence :

Prographics :

Exp : 13 Location : Toronto, Ontario, Canada Job Level : Leadership Designation : Co-Founder / Chief Operations Officer at PulseFX
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Insights For Selling To Katherine

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Tell them what ROI they can expect
  • Be ready for penetrating questions and critical examination of your pitch

DONT's

  • Do not use very emotional or colorful language
  • Don't give superficial answers, they are easily rattled by them
  • Don’t try too hard to build a relationship with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katherine is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Katherine

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Katherine move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Katherine take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Katherine

Personality Compatibility


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