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Kate Tholking
Vice President, Finance at Primoris Services Corporation
Professional Background
Kate Tholking is a highly accomplished finance professional specializing in accounting and investor relations. With a robust background in corporate finance, she has significantly impacted the financial strategies and operations of various organizations over her career. Currently, she serves as the Vice President of Finance at Primoris Services Corporation, where she plays a crucial role in guiding the company's financial vision and strategy. Her extensive experience in investor relations has also been vital in managing stakeholder communication and ensuring transparency across financial reporting.
Kate's career at Primoris Services Corporation is marked by her progression through various leadership roles. Starting as a Director of Investor Relations, she efficiently handled communications strategies and investor services, which was instrumental in enhancing the company's investor perceptions and engagement. Her ability to analyze market trends and provide actionable insights has made her a respected figure in the corporate finance sector.
In addition to her current position, Kate previously served as the Vice President of Investor Relations, where she was responsible for enhancing the company's visibility, helping to facilitate investor understanding of the company’s financial performance and future prospects. Her adept skills as an Equity Research Analyst at Opus Capital Management allowed her to harness the power of data for informed decision-making, further showcasing her analytical prowess.
Education and Achievements
Kate Tholking has a commendable academic background, which has laid a strong foundation for her impressive career in finance. She completed her Master of Science in Accounting at The University of Texas at Dallas, where she graduated as a Scholar of High Distinction. This accolade reflects her commitment to excellence and her deep understanding of accounting principles, preparing her for the complexities of corporate finance.
Before that, Kate earned her Bachelor of Arts in Economics from the University of Virginia. This education provided her with critical analytical skills and a profound understanding of economic principles, which she has leveraged in her roles within corporate finance. Furthermore, her early education at The Hotchkiss School not only equipped her with foundational skills in advanced mathematics but also helped to cultivate her passion for education, which she later applied as an Upper School Math Teacher and AP Economics Teacher at the same institution, The Hotchkiss School, where she inspired many students to pursue their interests in mathematics and economics.
Achievements
Throughout her career, Kate has been recognized for her impressive contributions to the finance industry and education. Her ascent to high-level management roles in a prominent corporation like Primoris demonstrates her dedication to her profession and her ability to lead complex financial operations effectively.
As Vice President of Finance, Kate has championed numerous initiatives that have led to improved financial performance and operational efficiency at Primoris Services Corporation. Her strategic mindset has enabled the company to navigate through various market changes successfully, ensuring sustainable growth and shareholder value.
Kate also possesses a unique blend of teaching and financial expertise that allows her to communicate complex financial concepts to a diverse audience. Her tenure as a math teacher, marrying her analytical skills with her academic background, has been beneficial not only for her professional roles but also illustrates her commitment to educating the next generation. By sharing her knowledge and experience, she inspires young minds to delve into finance, economics, and mathematics.
Kate Tholking’s multifaceted career has positioned her as a distinguished leader in finance, where her analytical capabilities, strategic insights, and dedication to promoting education continue to drive her achievements forward. With a long-standing commitment to excellence, she exemplifies what it means to thrive in a competitive industry and contribute positively to both corporate and academic environments.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
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- Groups: Organizes contacts into meaningful categories
- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.