Kelly Wade

Organizer
DISC Type : Sd

Managing Director at Kensington Park Capital

Santa Barbara, California, United States

Overview

Kelly has no verified overview

Personality Overview

Somewhat Formal

Slow Starter

Thoughtfully Quick

They might take some time to make their mind up but once they do, they don't change it easily.  Reading between the lines and seeing beyond your words comes naturally to them. They are very professional in their approach and can weigh multiple perspectives together.

Topics They Care About

Kelly has no verified topics they care about

Media Appearances

Kelly has no verified media appearances

Work History

7-2025
Managing Director at Kensington Park Capital
6-2025
Board Member at CanPro Roofing Partners
4-2025
Founder/CEO at Woman Up
3-2025 - 12-2025
Sparks Coach at Foster Nation
12-2024
Board Member at Briggs Electric, Inc.

Education

2018 - 7-2025
Master of Business Administration - Global Finance from Ashland University
9-2021 - 10-2021
French Immersion from L’Institut de Francais

More Information

Social Presence :

Prographics :

Exp : 1 Location : Santa Barbara, California, United States Job Level : Mid-senior Designation : Managing Director at Kensington Park Capital
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Insights For Selling To Kelly

During A Call Or A Meeting

DO's

  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Suggest clear next steps with confidence, don't be vague or hesitant

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Avoid putting conscious effort into relationship-building
  • Don't take their patience for granted, avoid long-winding sermons

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelly is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Kelly

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Kelly move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Kelly take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Kelly

Personality Compatibility


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