Kathleen M. Barrett

Trailblazer
DISC Type : ID

Senior Vice President Marketing at Needham Bank

Tewksbury, Massachusetts, United States

Overview

Kathleen has no verified overview

Personality Overview

Informal

Friendly But Fast

Values Relationships

They like to keep things under control.  They are more likely to be open to unproven but exciting technologies. They respond better to a combination of speed and relationship.

Topics They Care About

Kathleen has no verified topics they care about

Media Appearances

Kathleen has no verified media appearances

Work History

11-2025
Senior Vice President Marketing at Needham Bank
1-2025 - 11-2025
Senior Vice President, Director of Marketing at BankProv
1-2024 - 1-2025
Vice President, Marketing at BankProv
8-2023
Etsy Shop Owner (Seller) | Marketer at Etsy
2-2021 - 10-2023
Director, Product Marketing [Deposits] at LendingClub

Education

2002 - 2006
Bachelor of Science from Saint Anselm College

More Information

Social Presence :

Prographics :

Exp : 8 Location : Tewksbury, Massachusetts, United States Job Level : Leadership Designation : Senior Vice President Marketing at Needham Bank
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Insights For Selling To Kathleen M.

During A Call Or A Meeting

DO's

  • Give them control of the sales process
  • Build a trustworthy relationship while keeping the product center-stage
  • Ask them for a lunch or coffee once some rapport has been established

DONT's

  • Do not look like someone who doesn’t know what they are talking about
  • Don’t hesitate from asking questions or pushing them, but take a friendly approach
  • Don't make any commitments that you might not be able to fulfill

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kathleen M. is

  • Relationship and product conviction matter equally, followed by a sense of achievement.
  • Will you ever get a clear answer from Kathleen M.

  • If they are not convinced, they will say no albeit in a friendly manner.


Insights For Deal Planning

    How fast (or slow) will Kathleen M. move?

  • They can reach decisions quickly if they develop trust and confidence in the product.
  • Can Kathleen M. take some risk or not?

  • They can take risks if necessary.

You And Kathleen M.

Personality Compatibility


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