Kelly Katz

Questioner
DISC Type : c

VP, Head of Global Retirement Marketing at T. Rowe Price

Washington DC-Baltimore Area, United States

Overview

Kelly has no verified overview

Personality Overview

Value Seeker

Systematic

Price-Sensitive

It is quite likely of them to ask for pricing or other concessions.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to fully evaluate every situation.

Topics They Care About

Kelly has no verified topics they care about

Media Appearances

Kelly has no verified media appearances

Work History

4-2025
VP, Head of Global Retirement Marketing at T. Rowe Price
8-2018 - 5-2025
VP, Head of DC Marketing for North America Institutional at T. Rowe Price
11-2013 - 8-2018
VP, Senior Manager - Retirement Plan Services (RPS) at T. Rowe Price
1-2009 - 8-2011
Senior Interactive Project Director at MGH, INC.
2-2006 - 1-2009
Interactive Account Manager at MGH, INC.

Education

1996 - 2000
Bachelor of Science from Towson University
1994 - 1996
Education details unavailable from American School in London

More Information

Social Presence :

Prographics :

Exp : 20 Location : Washington DC-Baltimore Area, United States Job Level : Senior Designation : VP, Head of Global Retirement Marketing at T. Rowe Price
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Insights For Selling To Kelly

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Back up any claims with data and numbers
  • Share as much information as possible regarding your product

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid rushing them, be polite and patient
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelly is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Kelly

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Kelly move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Kelly take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Kelly

Personality Compatibility


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