Katherine Mach

Critic
DISC Type : C

VP, RIA Operations at World Investment Advisors (formerly Pensionmark)

Fort Mill, South Carolina, United States

Overview

Katherine has no verified overview

Personality Overview

Precise

Objective Thinker

Information Seeker

They like to take decisions independently and do not seek others' support often.  Unless the value is proven by data, they are unlikely to value fancy features. They prefer to analyze logically and value objective facts over emotions.

Topics They Care About

Katherine has no verified topics they care about

Media Appearances

Katherine has no verified media appearances

Work History

10-2024
VP, RIA Operations at World Investment Advisors (formerly Pensionmark)
3-2023 - 10-2024
Chief Compliance Officer at World Investment Advisors (formerly Pensionmark)
2-2022 - 3-2023
Director of RIA Compliance at World Investment Advisors (formerly Pensionmark)
7-2020 - 1-2022
Chief Compliance Officer at Laffer Tengler Investments
7-2019 - 1-2022
Vice President at Laffer Tengler Investments

Education

Bachelor of Science - BS from Western Governors University
Marketing from Cleveland State University

More Information

Social Presence :

Prographics :

Exp : 16 Location : Fort Mill, South Carolina, United States Job Level : Senior Designation : VP, RIA Operations at World Investment Advisors (formerly Pensionmark)
URL has been copied!

Insights For Selling To Katherine

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Be ready for penetrating questions and critical examination of your pitch
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katherine is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Katherine

  • They do not mind saying no if they believe that it is the right 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


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.