Kathryn Waller

Critic
DISC Type : C

Partner at EY

United Kingdom

Overview

Kathryn is a Partner at EY, specializing in technology-enabled transformation for the Wealth & Asset Management industry. With over a decade of experience, she is a CFA charter holder and holds a First-Class BSc in Mathematics and Psychology from the University of Exeter.

She is passionate about developing talent and is a keen traveler who loves the outdoors. She actively engages in mentoring future leaders and has spoken at events to encourage young women to pursue careers in technology.

Kathryn holds certifications as a PRINCE2 Practitioner and a Professional Scrum Master, blending traditional project management with agile methodologies.

Personality Overview

Information Seeker

Negotiator

Critic

It is very likely that they will negotiate pricing or other important terms.  Unless the value is proven by data, they are unlikely to value fancy features. They like to do things independently and don’t look for support from others.

Topics They Care About

Wealth Tech Transformation
Leads the Wealth & Asset Management Technology Enabled Transformation capability for EY in the EMEIA region, focusing on large-scale system implementations.
Developing Talent
Her official bio states she is passionate about developing EY people, and she frequently posts about mentoring in the EY Technology Future Leaders Programme.
Women in Technology
Actively works to inspire the next generation, sharing her experience of speaking to students at her former school to encourage girls in tech.

Media Appearances

Kathryn has no verified media appearances

Work History

7-2023
Partner at EY
3-2021 - 7-2023
Director at EY
10-2017 - 2-2021
Senior Manager at EY
9-2011 - 8-2013
Project Manager at McInroy & Wood Ltd
8-2010 - 8-2013
Investment Analyst at McInroy & Wood Ltd

Education

2007 - 2010
Bachelor of Science (BSc) from University of Exeter
Education details unavailable from Guildford High School

More Information

Social Presence :

Prographics :

Exp : 11 Location : United Kingdom Job Level : N/A Designation : Partner at EY
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Insights For Selling To Kathryn

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Keep some extra margin while sharing pricing, they are likely to negotiate later

DONT's

  • Don’t try too hard to build a relationship with them
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kathryn is

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

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

Insights For Deal Planning

    How fast (or slow) will Kathryn move?

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

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

You And Kathryn

Personality Compatibility


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