Kristin Merrick

Evaluator
DISC Type : dsc

Co-Founder at Women Work Fucking Hard

New York City Metropolitan Area, United States

Overview

Kristin Merrick is a Partner and Financial Advisor at OKeeffe Financial Partners with over 17 years of experience. Leveraging her background in foreign exchange at banks like Morgan Stanley, she now advises individuals and businesses, focusing on women entrepreneurs. She holds a BS from UNC-Chapel Hill and a Masters from NYU.

Kristin is the co-founder of "Women Work Fucking Hard, " an organization that connects and uplifts female entrepreneurs. She is a board member for the Ridgewood YMCA and an advocate for causes like Moms Demand Action. She lives in New Jersey with her husband and two sons, and enjoys reading and gardening.

She is passionate about making conversations about money "less weird. "

Personality Overview

Fast But Analytical

Thorough Evaluator

Hard To Convince

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Women's Financial Empowerment
She is passionate about providing women entrepreneurs and executives with creative financial strategies and contributes to publications like Forbes and Girlboss on the topic.
Wealth Management
As a partner at her family-run firm, she provides individuals, families, and small businesses with holistic financial planning and investment management services.
Female Entrepreneurship
She co-founded "Women Work Fucking Hard" with Lindsay Shookus, an annual networking event designed to spotlight and support female entrepreneurs.

Media Appearances

Kristin has no verified media appearances

Work History

2-2018
Co-Founder at Women Work Fucking Hard
9-2015
Financial Advisor, Partner at O'Keeffe Financial Partners LLC
2009 - 2015
Foreign Exchange/Emerging Markets Sales Trader at Morgan Stanley
2007 - 2009
Foreign Exchange/Emerging Markets Sales Trader at Standard Chartered Bank
2005 - 2007
Foreign Exchange Sales Trader at TD

Education

2005 - 2008
Master's Degree from New York University
1998 - 2001
Bachelor of Science (BS) from The University of North Carolina at Chapel Hill

More Information

Social Presence :

Prographics :

Exp : N/A Location : New York City Metropolitan Area, United States Job Level : N/A Designation : Co-Founder at Women Work Fucking Hard
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Insights For Selling To Kristin

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Use phrases like ‘the ROI of this’, ‘X% more’ etc.
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t focus on relationship, focus purely on the merit of your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kristin is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Kristin

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Kristin move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Kristin take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Kristin

Personality Compatibility


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