Katie Shuter

Inquirer
DISC Type : dc

Sustainable Finance, Investment & Corporate Banking at BMO Capital Markets

Toronto, Ontario, Canada

Overview

Katie has no verified overview

Personality Overview

Upfront

ROI Conscious

Judgemental

They care equally about the product and its potential impact.  They respond well to confident salespeople. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Katie has no verified topics they care about

Media Appearances

Katie has no verified media appearances

Work History

11-2023
Sustainable Finance, Investment & Corporate Banking at BMO Capital Markets
3-2023 - 10-2023
Senior Advisor, BMO Climate Institute at BMO
5-2022 - 3-2023
Advisor, BMO Climate Institute at BMO
3-2021 - 3-2022
Energy Technology Sector at Natural Resources Canada | Ressources naturelles Canada
5-2020 - 8-2020
Export Lead, Sustainable Development Technology Canada (SDTC) at National Research Council Canada / Conseil national de recherches Canada

Education

Master of Business Administration (MBA) from University of Toronto - Rotman School of Management
Master of Global Affairs (MGA) from University of Toronto - Munk School of Global Affairs & Public Policy

More Information

Social Presence :

Prographics :

Exp : 8 Location : Toronto, Ontario, Canada Job Level : N/A Designation : Sustainable Finance, Investment & Corporate Banking at BMO Capital Markets
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Insights For Selling To Katie

During A Call Or A Meeting

DO's

  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Refer to testimonials from others in similar positions
  • Make sure that they have the necessary authority, they could present false stature sometimes

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Avoid repeating yourself or making generalizations
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Katie

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Katie move?

  • Their decision making speed is somewhere in the middle.
  • Can Katie take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Katie

Personality Compatibility


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