Katie Marshall

Examiner
DISC Type : sc

Head of Relationahip Advisors, Tech & Healthcare Banking at Silicon Valley Bank

Billerica, Massachusetts, United States

Overview

Katie Marshall is the Head of Relationship Advisors for Tech & Healthcare Banking at Silicon Valley Bank. A collaborative leader with expertise in corporate banking, M&A, and regulatory compliance, she is a graduate of Bridgewater State University and has a passion for working with companies that are changing the world.

Outside of her direct role, Katie is a driven individual who values mentorship and leadership development. She enjoys pushing boundaries and fostering teamwork, as demonstrated by her participation in challenging team-building exercises with colleagues to achieve shared goals.

In 2023, Katie won the prestigious SVB Presidents Club Award and was also a recipient of the Marquis Whos Who in America honor.

Personality Overview

Status Quo Seeker

Overcautious

Process Oriented

They are thorough and always follow a systematic approach.  The only way to convince them is by showing them examples and ample proof. Being observant comes to them naturally.

Topics They Care About

Tech & Healthcare Banking
Leads the relationship advisor team at SVB focused on the technology and healthcare sectors, demonstrating deep expertise in these innovative industries.
Leadership & Mentorship
Describes herself as a leader and a mentor, and has managed teams of direct reports while overseeing complex projects for both internal and external clients.
SVB's Mission
Her social feed shows strong advocacy for SVB's mission, frequently expressing pride in working with clients who are "changing the world. "

Media Appearances

Katie has no verified media appearances

Work History

6-2023
Head of Relationahip Advisors, Tech & Healthcare Banking at Silicon Valley Bank
8-2002
Snr. Manager, CAS at Silicon Valley Bank
8-2002
Director at Silicon Valley Bank
8-2002
Relationship Advisor Supervisor at SVB Financial Group
8-2002 - 6-2023
Relationship Advisor Supervisor at SVB Financial Group

Education

1998 - 2002
Bachelor of Arts (B.A.) from Bridgewater State University

More Information

Social Presence :

Prographics :

Exp : 23 Location : Billerica, Massachusetts, United States Job Level : Mid-senior Designation : Head of Relationahip Advisors, Tech & Healthcare Banking at Silicon Valley Bank
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Insights For Selling To Katie

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Katie

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Katie move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Katie take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Katie

Personality Compatibility


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