Kay Pitman

Examiner
DISC Type : cs

Board Member at WECARE AMERICA INVESTMENTS

San Francisco Bay Area, United States

Overview

Kay Pitman is a seasoned board member and former Senior Partner at Deloitte, where she spent 33 years as a global tax strategist. Her extensive experience includes advising C-suites and boards, notably as the Lead Global Partner for Amazon and Visa, Inc. She holds an NACD Directorship Certification®.

Outside of her corporate roles, Kay is actively involved in the San Francisco Bay Area community. She has supported organizations like the United Way and Filoli, and has served as a judge for the Bay Area Heart Associations business accelerator, demonstrating a passion for social entrepreneurship and community development.

Unique fact: Kay was entrusted with managing the entire global business relationship for both Amazon and Visa while a partner at Deloitte.

Personality Overview

Unexpressive

Tough To Convince

Overcautious

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They tend to be clear about their needs and limitations and are unlikely to promise too much. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Corporate Governance
Serves on multiple boards, including as Finance/Audit Committee Chair at Prospera Foods, and is an NACD Certified Director.
Financial Oversight
Leverages a 33-year career as a senior tax partner at Deloitte to guide financial strategy and audit functions on various boards.
Healthcare Innovation
Advises an Alzheimer's treatment center that utilizes patented AI, indicating an interest in technology's role in healthcare advancements.

Media Appearances

Kay has no verified media appearances

Work History

2-2026
Board Member at WECARE AMERICA INVESTMENTS
2-2026
Member of the Board of Advisors at Alzheimer's Treatment Centers of America
11-2025
Board Member at California State University - East Bay
9-2023
Board Member, Finance/Audit Committee Chair at Prospera Foods
7-1990 - 5-2023
Partner at Deloitte Tax

Education

Master of Science - MS from Golden Gate University
Bachelor of Science - BS from California State University - East Bay

More Information

Social Presence :

Prographics :

Exp : 35 Location : San Francisco Bay Area, United States Job Level : N/A Designation : Board Member at WECARE AMERICA INVESTMENTS
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Insights For Selling To Kay

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly
  • Don't use phrases like 'do not worry', 'i promise' etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kay is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Kay

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Kay move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Kay take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Kay

Personality Compatibility


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