Lisa Katzman

Evaluator
DISC Type : Dcs

Marketing Manager at Pathstone Partners

Chantilly, Virginia, United States

Overview

Lisa has no verified overview

Personality Overview

Fast But Analytical

Quality Focused

Thorough Evaluator

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

Topics They Care About

Lisa has no verified topics they care about

Media Appearances

Lisa has no verified media appearances

Work History

1-2026
Marketing Manager at Pathstone Partners
2010 - 2016
Marketing, Management and Editorial Consultant at decision analysis partners LLC
3-2009
Editorial and PR Consultant (Independent) at Independent Consultant
2008 - 2011
Teacher (Sunday School) and Art Director (Camp) at Temple Rodef Shalom
2008 - 2009
Marketing Associate at Willis Towers Watson

Education

4-2024 - 7-2024
Advanced Digital Marketing Certificate from The Wharton School
1990 - 1992
MBA from Northwestern University - Kellogg School of Management

More Information

Social Presence :

Prographics :

Exp : 26 Location : Chantilly, Virginia, United States Job Level : Middle Designation : Marketing Manager at Pathstone Partners
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Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lisa is

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

  • 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 Lisa move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Lisa 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 Lisa

Personality Compatibility


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