Katie Martz

Enthusiast
DISC Type : i

Director of Institutional Business Development & Wealth Management at SAM Wealth Management

United States

Overview

Katie 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.

Personality Overview

Consensus Focused

Story Driven

Non-Confrontational

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.

Topics They Care About

Institutional Investing
As a director at SAM, she develops institutional business and authors content on complex topics like private credit for investors.
Sailing
She is a passionate sailor with an ASA 104 Bareboat Charter certification and presents on financial risk management at sailing forums.
Inspirational Athletes
Her social feed highlights stories of grit and perseverance, featuring athletes like solo sailor Cole Brauer and basketball star Caitlin Clark.

Media Appearances

Katie has no verified media appearances

Work History

1-2024
Director of Institutional Business Development & Wealth Management at SAM Wealth Management
12-2023 - 1-2024
Director of Institutional Business Development & Marketing at SAM Wealth Management
9-2023 - 12-2023
Senior Consultant at SAM Wealth Management
3-2021 - 1-2024
Senior Director - Enterprise Sales - Financial Services at Seismic
11-2019 - 12-2022
Senior Consultant - Private Equity at Trebuchet Partners

Education

1998 - 2002
BA from Denison University
1994 - 1998
High School from George School

More Information

Social Presence :

Prographics :

Exp : 10 Location : United States Job Level : Mid-senior Designation : Director of Institutional Business Development & Wealth Management at SAM Wealth Management
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Insights For Selling To Katie

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Speak from experience about success that the product has seen with other customers
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Avoid overloading them with too much information
  • Don’t be too formal with them, they trust informality more
  • Don’t ask too many questions in one go, weave them into the flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Katie

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Katie move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Katie take some risk or not?

  • They can take some low-probability risks if needed.

You And Katie

Personality Compatibility


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