Aileen Baliwan

Energizer
DISC Type : I

Investor Relations Associate at Nassau Street Partners

Philippines

Overview

Aileen Baliwan is a dedicated Investor Relations Associate at Nassau Street Partners. With a background as a Junior Financial Analyst at Vanguard and a Financial Planning Assistant at JP Morgan Chase, she excels in managing investor communications and supporting investment teams through the investment lifecycle.

Her experience spans from large-scale financial institutions to a specialized strategic advisory firm, giving her a broad perspective on the capital markets.

Personality Overview

Enthusiastic

Relationship Oriented

Full Of Energy

They are friendly, approachable and love to make new connections.  They are really good at seeing what the long-term impacts of their decisions could be. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Investor Relations
Her core responsibility is managing investor communications and ensuring a transparent experience for all stakeholders involved in the investment lifecycle.
Capital Raising
Works for a strategic advisory firm that specializes in connecting businesses with institutional investors, private equity, and other capital sources.
Debt Advisory
Her firm, Nassau Street Partners, offers specialized solutions including bridge financing, mezzanine financing, and debt restructuring for businesses.

Media Appearances

Aileen has no verified media appearances

Work History

4-2024 - 11-2025
Investor Relations Associate at Nassau Street Partners
3-2022 - 3-2024
Junior Financial Analyst at Vanguard
1-2020 - 2-2022
Remote Financial Planning Assistant at JP Morgan Chase & Co

Education

Aileen has no verified education history

More Information

Social Presence :

Prographics :

Exp : 5 Location : Philippines Job Level : N/A Designation : Investor Relations Associate at Nassau Street Partners
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Insights For Selling To Aileen

During A Call Or A Meeting

DO's

  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Talk about their team and how your product will help them do things better and easier
  • Share some stories about how you you have helped people in similar positions succeed

DONT's

  • Avoid cutting into their flow
  • Don’t be excessively objective, be a storyteller
  • Don’t be too formal, focus on building comfort and trust

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Aileen is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Aileen

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Aileen move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Aileen take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Aileen

Personality Compatibility


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