Katie Hodges

Cheerleader
DISC Type : Is

Co-Founder, Senior Managing Partner at Pure Tax Advisors

Charlotte, North Carolina, United States

Overview

Katie Hodges is a dynamic financial services executive, currently a Co-Founder at Pure Tax Advisors. She excels in corporate finance, capital raising, and fintech, driving profitable growth through strategic dealmaking and digital transformation. She earned her Bachelor of Science at Georgia Institute of Technology.

Katies entrepreneurial spirit extends to founding The Cicada Group LLC. She demonstrates a client-centric approach, leveraging advanced analytics and AI to deliver innovative solutions for businesses.

She has led enterprise strategy, technology, analytics, and profitability initiatives at Truist, showcasing her diverse leadership capabilities.

Personality Overview

Listener

Considerate

Cheerful

They are more likely to go for proven solutions.  Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. Win-win scenarios can appeal strongly to them.

Topics They Care About

Fintech Innovation
Katie's background highlights her involvement in fintech, leveraging advanced analytics and AI for innovative financial solutions and digital transformation.
Corporate Dealmaking
Her experience as a dealmaker and in capital raising indicates a strong focus on corporate finance and strategic transactions for growth.
Enterprise Strategy
Katie has led strategy, technology, and profitability initiatives at Truist, demonstrating her expertise in developing and implementing enterprise-wide visions.

Media Appearances

Katie has no verified media appearances

Work History

9-2024
Co-Founder, Senior Managing Partner at Pure Tax Advisors
1-2024
Founder, Principal at The Cicada Group LLC
3-2022 - 12-2023
Executive Vice President, Head of Strategy, Tech, Analytics and Profitability at Truist
11-2020 - 3-2022
Executive Vice President, Head of CCB Strategy, Digital and Data Analytics at Truist
12-2019 - 11-2020
Senior Vice President, Transformation at Truist

Education

Bachelor of Science - BS from Georgia Institute of Technology

More Information

Social Presence :

Prographics :

Exp : 16 Location : Charlotte, North Carolina, United States Job Level : Leadership Designation : Co-Founder, Senior Managing Partner at Pure Tax Advisors
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Insights For Selling To Katie

During A Call Or A Meeting

DO's

  • If possible, involve their colleagues in the sales process
  • Show genuine interest in solving their problems
  • Be visibly appreciative of their actions during your interactions

DONT's

  • Avoid unnecessary confrontation if it arises incidentally
  • Don’t give the impression of being unproven or risky
  • Don’t push them to make decisions very fast, let them take their time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie is

  • Relationship and rapport play a major role, followed by low risk and the presence of proof points.
  • Will you ever get a clear answer from Katie

  • They are diplomatic when the need arises; they hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Katie move?

  • They can take their time to reach decisions, even while they stay engaged and friendly.
  • Can Katie take some risk or not?

  • They are unlikely to take many risks.

You And Katie

Personality Compatibility


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