Katie Martz
Enthusiast · DISC type iKatie Martz is the Director of Institutional Business Development at SAM, where she leverages her background in enterprise sales and financial services. An alumnus of Denison University and a Presidents Club 2022 honoree, she is also a published author on financial topics like private credit and holds a Series 65 license.
Outside of work, Katie has a strong passion for sailing and is certified for bareboat chartering. Her interests also include following inspirational stories of athletes who demonstrate grit and perseverance, often sharing content related to sports figures and powerful brand marketing from companies like Nike.
She combines her professional expertise with her personal passion by speaking at events like the Sailing Leadership Forum on financial planning for yacht clubs.
Read the full overview →How Katie shows up
They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials. They are generally friendly, so be careful when relying on their word.
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Influence (I)
Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.
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