Katie Maley in

Katie Maley

Login to view DISC.
New Business at Plaid
📍 San Francisco Bay Area, United States

Katie is a new business professional at Plaid with a strong background in M&A and deal origination. At a previous firm, Evergreen, she successfully sourced seven acquisitions totaling \$25M in EBITDA. A graduate of Villanova University, she has deep experience building business development and outbound strategies in niche industries.

Katie is a published author, having written articles on the ERP partner ecosystem for industry publications such as Solutions Review.

Read the full overview →
Experience
5 Years
Current Role
New Business
Location
San Francisco Bay Area, United States
Personality Overview

How Katie shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Katie cares about

ERP Partnerships
Her recent professional history and published articles show a deep focus on acquiring and growing a portfolio of ERP partners.
M&A Deal Sourcing
She has a proven track record of proprietarily sourcing multi-million dollar acquisitions, indicating a core expertise in M&A origination.
+4 more topics Login to view topics
Career

Work history

9-2025
New Business
Plaid
2-2025 - 9-2025
Deal Origination
Aspen Tree
8-2022 - 11-2024
M&A Professional (Deal Origination)
Evergreen
10-2020 - 7-2022
Associate - Morgan Stanley Fund Services
Morgan Stanley
1-2020 - 10-2020
Client Associate - Consulting
Third Bridge Group Limited
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor of Arts - BA
Villanova University
Education details unavailable
North Allegheny High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Plaid Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Katie. Free, 10 seconds.