Katie Neva Dobbins

Critic
DISC Type : C

Director of Institutional Marketing at Clear Street

New York City Metropolitan Area, United States

Overview

Katie has no verified overview

Personality Overview

Objective Thinker

Information Seeker

ROI Driven

They enjoy working alone and do not rely on others very often.  They prefer to do logical analysis and value evidence over emotions. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Katie has no verified topics they care about

Media Appearances

Katie has no verified media appearances

Work History

2-2026
Director of Institutional Marketing at Clear Street
2-2022 - 1-2026
Marketing Director at Davis Advisors
4-2019 - 2-2022
Marketing Associate at Davis Advisors
7-2016 - 4-2019
Marketing & Distribution Associate at iCapital Network
8-2015 - 6-2016
Marketing Assistant at Thom Filicia Inc.

Education

MA from New York University
BFA from Maryland Institute College of Art

More Information

Social Presence :

Prographics :

Exp : 16 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Director of Institutional Marketing at Clear Street
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Insights For Selling To Katie Neva

During A Call Or A Meeting

DO's

  • Be ready to answer many clarity-seeking questions and requests for information
  • Be ready for penetrating questions and critical examination of your pitch
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie Neva is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Katie Neva

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Katie Neva move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Katie Neva take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Katie Neva

Personality Compatibility


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