Katie Wertz

Activist
DISC Type : Cd

Vice President, Chief of Staff to the CEO at Ancora

Indianapolis, Indiana, United States

Overview

Katie Wertz is the Chief of Staff to the CEO at Ancora, serving as a strategic partner and operational leader. With a Master of Urban and Regional Planning from Ball State University, she leverages her extensive background in community development and real estate to enhance organizational efficiency and drive high-impact projects.

She is passionate about creating positive community impact through equitable development, aiming to reduce socioeconomic disparities. Katie actively explores how placemaking and education can foster economic mobility and improve quality of life in historically overlooked neighborhoods, especially for children.

Unique fact: Katie authored a publication, "Coming Up Short: Housing the Regions Workforce, " analyzing the economic impacts of housing shortages in Central Indiana.

Personality Overview

Perfectionist

Meticulous

Observative

They care equally about the product and its potential impact.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Equitable Development
Advocates for using institutional influence for community good, focusing on investments in health and economic mobility to reduce the gap in life expectancy between neighborhoods.
Workforce Housing
Authored a publication addressing Central Indiana's housing shortage and its impact on economic growth and the local labor force.
Urban Placemaking
Promotes combining education, physical activity, and social interaction to create greater benefits for children, particularly in lower-resourced and segregated communities.

Media Appearances

Katie has no verified media appearances

Work History

2-2024
Vice President, Chief of Staff to the CEO at Ancora
1-2022 - 7-2024
Vice President, Connections and Insights at Ancora
3-2016 - 7-2022
Senior Associate at Greenstreet Ltd.
10-2013 - 3-2016
Senior Project Manager at Development Concepts, Inc.
4-2012 - 10-2013
Project Manager at Near North Development Corporation

Education

2007 - 2010
Master of Urban and Regional Planning from Ball State University
2003 - 2006
Bachelor of Science (B.S.) from Ball State University

More Information

Social Presence :

Prographics :

Exp : 15 Location : Indianapolis, Indiana, United States Job Level : Leadership Designation : Vice President, Chief of Staff to the CEO at Ancora
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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
  • Get to the point quickly instead of spending too much time on pleasantries
  • Be crisp while making the pitch

DONT's

  • Do not give up if they are not convinced, try again with a different approach
  • Don’t expect them to change their mind quickly if they say no once
  • Avoid long winding pitches, stay objective

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Katie

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Katie move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Katie take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Katie

Personality Compatibility


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