Katie O'Mara, CIMA®, CAIA® in

Katie O'Mara, CIMA®, CAIA®

Observer · DISC type ci
SMA & Alternative Investments Sales Manager at BlackRock
📍 Trenton, New Jersey, United States

Katie is a Director and Sales Manager at BlackRock, specializing in Separately Managed Accounts (SMAs) and Alternative Investments within the US Wealth Advisory business. She leads the SMA Client Experience Team, focusing on driving sales and ensuring exceptional client partnerships. She holds an MBA from Rider University and a CIMA designation.

Outside of her direct professional responsibilities, Katie maintains a strong connection with her alma mater, Penn State University, where she earned her Bachelor of Sciences degree.

She is actively focused on expanding her team and frequently posts about new hiring opportunities within her division at BlackRock.

Read the full overview →
Experience
26 Years
Current Role
SMA & Alternative Investments Sales Manager
Job Level
Middle
Location
Trenton, New Jersey, United States
Personality Overview

How Katie shows up

Assertive
Value Driven
Example Seeker

They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally good communicators and can be hard to convince. They ask a lot of questions and rely heavily on information and collaterals.

Priorities

Topics Katie cares about

Separately Managed Accounts
Her title and role are centered on driving sales and managing the client experience for BlackRock's SMA business, a key growth area for the firm.
Alternative Investments
As a sales manager for this specific area, she is an expert in helping wealth advisors utilize alternative investments and private market assets for their clients.
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Career

Work history

9-2023
SMA & Alternative Investments Sales Manager
BlackRock
1-2022
SMA Sales Manager
BlackRock
1-2018 - 1-2022
RIA Sales Desk Manager
BlackRock
2-2015 - 1-2018
Advisor Services Group Manager
BlackRock
7-2011 - 1-2015
Investment Management Associate
BlackRock
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2006 - 2008
MBA
Rider University
1999 - 2003
Bachelor of Sciences
Penn State University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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