Katie Moliterno

Collaborator
DISC Type : is

Vice President, Nuveen Marketing Strategic Initiatives at Nuveen, a TIAA company

Greater Chicago Area, United States

Overview

Katie has no verified overview

Personality Overview

Fair-minded

Good Listener

Appreciative

They are more likely to opt for solutions that are proven in the market.  Scenarios where both sides can come out as winners appeal to them greatly. 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.

Topics They Care About

Katie has no verified topics they care about

Media Appearances

Katie has no verified media appearances

Work History

8-2023
Vice President, Nuveen Marketing Strategic Initiatives at Nuveen, a TIAA company
2-2023 - 8-2023
Vice President, U.S. Wealth Client Marketing Specialist at Nuveen, a TIAA company
9-2021 - 2-2023
Assistant Vice President, U.S. Wealth Marketing Specialist at Nuveen, a TIAA company
8-2017 - 6-2018
Marketing Coordinator at UBS
8-2014 - 8-2017
Client Service Associate at UBS

Education

2014 - 2016
Master of Science (M.S.) from Northwestern University
2010 - 2013
Bachelor of Arts and Science from Miami University

More Information

Social Presence :

Prographics :

Exp : 8 Location : Greater Chicago Area, United States Job Level : Senior Designation : Vice President, Nuveen Marketing Strategic Initiatives at Nuveen, a TIAA company
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Insights For Selling To Katie

During A Call Or A Meeting

DO's

  • Take time to make them feel comfortable before getting to the main pitch
  • Use testimonials, case studies to show them why it is a low-risk, high-value decision
  • Show them how they look good by making this decision

DONT's

  • Don’t sound very transactional
  • Don’t give the impression of being unproven or risky
  • Avoid unnecessary confrontation if it arises incidentally

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie is

  • Relationships can play a major role, followed by low risk and strong market validation.
  • Will you ever get a clear answer from Katie

  • They are not very direct, and unlikely to say no to your face.

Insights For Deal Planning

    How fast (or slow) will Katie move?

  • They can take their time to make decisions, even if they are constantly involved and friendly.
  • Can Katie take some risk or not?

  • It is unlikely that they will take many risks.

You And Katie

Personality Compatibility


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