Kathryn (Jancsy) Figueredo

Energizer
DISC Type : I

Wealth Offerings Leader at Fidelity Investments

Greater Boston, United States

Overview

Kathryn has no verified overview

Personality Overview

Enthusiastic

Relationship Oriented

Full Of Energy

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They excel at seeing the bigger picture, and the long-term impact of their decisions. They are people oriented, friendly and like creating new connections.

Topics They Care About

Kathryn has no verified topics they care about

Media Appearances

Kathryn has no verified media appearances

Work History

9-2024 - 8-2025
Wealth Offerings Leader at Fidelity Investments
4-2022 - 9-2024
Director, Wealth Management Experience at Fidelity Investments
1-2020 - 4-2022
Senior Account Supervisor at Fidelity Investments
8-2018 - 1-2020
Account Supervisor at Fidelity Investments
3-2016 - 8-2018
Digital Campaign Manager at Fidelity Investments

Education

2011 - 2015
Marketing from Providence College

More Information

Social Presence :

Prographics :

Exp : 10 Location : Greater Boston, United States Job Level : N/A Designation : Wealth Offerings Leader at Fidelity Investments

Interested in

Sports

Providence College Dance Team

URL has been copied!

Insights For Selling To Kathryn

During A Call Or A Meeting

DO's

  • Do some small talk, ask them how things are going on their side
  • Be friendly and entertaining in your conversation
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.

DONT's

  • Avoid cutting into their flow
  • Don’t be excessively objective, be a storyteller
  • Don’t be too formal, focus on building comfort and trust

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kathryn is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Kathryn

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Kathryn move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Kathryn take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Kathryn

Personality Compatibility


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