Kathryn Young, CFA

Questioner
DISC Type : c

Head of Client Advice & Portfolio Management at TCorp

Greater Sydney Area, Australia

Overview

Kathryn has no verified overview

Personality Overview

Price-Sensitive

Value Seeker

Systematic

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They are more likely than others to negotiate on pricing and terms. They prefer to analyze every situation thoroughly.


Topics They Care About

Kathryn has no verified topics they care about

Media Appearances

Kathryn has no verified media appearances

Work History

1-2025
Head of Client Advice & Portfolio Management at TCorp
7-2019 - 2-2025
Head of Investments at Cambooya Pty Ltd
12-2017 - 6-2019
Director, Investment Research at Mutual Trust Pty Ltd
9-2016 - 11-2017
Investment Research Manager at The Myer Family Company Ltd
5-2016 - 8-2016
Director, Manager Research Ratings, APAC at Morningstar

Education

2008 - 2011
MBA from The University of Chicago Booth School of Business
1999 - 2003
Bachelor of Business Administration (BBA) from University of Washington

More Information

Social Presence :

Prographics :

Exp : 18 Location : Greater Sydney Area, Australia Job Level : Mid-senior Designation : Head of Client Advice & Portfolio Management at TCorp
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Insights For Selling To Kathryn

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Emphasise more on facts and measurable benefits
  • If you have a lower priced product compared to the competition, call out the same

DONT's

  • Don’t try to be too friendly or informal with them
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kathryn is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Kathryn

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Kathryn move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Kathryn take some risk or not?

  • They can take risk if they are convinced that they have analyzed the circumstances well.


You And Kathryn

Personality Compatibility


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