Kelly Lozier

Examiner
DISC Type : sc

VP/Business Program Manager at California Bank & Trust

San Diego, California, United States

Overview

Kelly has no verified overview

Personality Overview

Tough To Convince

Status Quo Seeker

Unexpressive

They are quite aware of their needs and limitations, so they are unlikely to over-promise.  They are thorough and always follow a systematic approach. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Kelly has no verified topics they care about

Media Appearances

Kelly has no verified media appearances

Work History

3-2025
VP/Business Program Manager at California Bank & Trust
4-2023 - 3-2025
VP/Business Program Manager at Zions Bancorporation
8-2016 - 4-2023
VP/Project Manager at California Bank & Trust
6-2014 - 8-2016
AVP/Project Analyst at California Bank & Trust
11-2010 - 6-2014
AVP/Executive Assistant at California Bank & Trust

Education

2013 - 2014
Certificate from San Diego State University
B.A. from San Diego State University

More Information

Social Presence :

Prographics :

Exp : 17 Location : San Diego, California, United States Job Level : Middle Designation : VP/Business Program Manager at California Bank & Trust
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Insights For Selling To Kelly

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't push them too hard to make fast decisions, give them time
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelly is

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

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Kelly move?

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

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

You And Kelly

Personality Compatibility


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