Kathleen Moore

Researcher
DISC Type : Cs

Director of Practice Management at Global View Investment Advisors

Greenville, South Carolina, United States

Overview

Kathleen has no verified overview

Personality Overview

Process Focused

Soft Communicator

ROI Seeker

The only way to convince them is by showing them examples and ample proof.  They are thorough and always follow a systematic approach. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Kathleen has no verified topics they care about

Media Appearances

Kathleen has no verified media appearances

Work History

11-2021
Director of Practice Management at Global View Investment Advisors
12-2017
Consultant at Financial and Business Analysis
6-2016 - 11-2017
Financial Analyst and Pricer at Ob Hospitalist Group
1-2014 - 5-2016
Project Manager / Analyst at Independent Contractor
6-2010 - 12-2013
Senior Consultant at Global Location Strategies

Education

1996 - 1997
International MBA from Darla Moore School of Business at the University of South Carolina
9-1986 - 5-1990
Bachelor of Business Administration - BBA from James Madison University

More Information

Social Presence :

Prographics :

Exp : 15 Location : Greenville, South Carolina, United States Job Level : Mid-senior Designation : Director of Practice Management at Global View Investment Advisors
URL has been copied!

Insights For Selling To Kathleen

During A Call Or A Meeting

DO's

  • Use a presentation with information before getting into a live product walkthrough
  • When following up with them, expect slowness; use questions to engage them, preferably over email.
  • Use phrases like 'results based on data', 'measurable proof', 'X% growth' etc.

DONT's

  • Avoid emotional and informal language, stay objective and to the point instead
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kathleen is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Kathleen

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Kathleen move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Kathleen take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Kathleen

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.