Alexandra Schueler, CAIA

Enthusiast
DISC Type : i

Senior Director, Strategic Engagement at East Rock Capital, LLC

Miami Beach, Florida, United States

Overview

Alexandra Schueler is the Senior Director of Strategic Engagement at East Rock Capital, joining in 2024. She excels in developing strategic partnerships, previously launching the Milken Institutes New York and Miami offices and founding its Forum for Family Asset Management. She holds a B. A. from Vanderbilt University and a CAIA designation.

Beyond her finance career, Alexandra is a Registered Yoga Teacher (RYT) with a deep interest in spiritual wellness and personal growth. She is an avid reader, recommending books on topics ranging from finance and entrepreneurship to personal development and yoga philosophy, showing a commitment to a multi-dimensional life.

Unique fact: She founded the highly regarded Forum for Family Asset Management, a private network for CIOs of single-family offices.

Personality Overview

Consensus Focused

Amiable & Agreeable

Story Driven

Unlike D or C types, they are convinced more by stories and testimonials.  They agree with others often, so exercise caution when relying on their word. They are more about building relationships than just cutting deals.

Topics They Care About

Family Asset Management
She founded the Forum for Family Asset Management (FFAM) at the Milken Institute, creating a dedicated network for CIOs of single-family offices to connect and share ideas.
Strategic Engagement
Her current role at East Rock Capital and previous experience at the Milken Institute focus on building key relationships with families, investment managers, and strategic partners.
Yoga and Wellness
She is a 500-hour certified Registered Yoga Teacher (RYT), blending her high-powered finance career with a focus on spiritual wellness and life balance.

Media Appearances

Alexandra Schueler – Speaker, Middle East and Africa Summit 2023 (Milken Institute). Featured in Milken Institute

See Now

Work History

7-2024
Senior Director, Strategic Engagement at East Rock Capital, LLC
7-2024
Senior Advisor at Milken Institute
1-2023 - 7-2024
Senior Director, Business and Program Development at Milken Institute
9-2021 - 1-2023
Director, Business and Program Development at Milken Institute
7-2017 - 8-2021
Director, Business and Program Development at Milken Institute

Education

9-2005 - 5-2009
BA from Vanderbilt University
2008 - 2008
The European Union from Universidad Complutense de Madrid

More Information

Social Presence :

Prographics :

Exp : 16 Location : Miami Beach, Florida, United States Job Level : Senior Designation : Senior Director, Strategic Engagement at East Rock Capital, LLC
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Insights For Selling To Alexandra

During A Call Or A Meeting

DO's

  • Refer to interesting customer testimonials and stress on great customer experience
  • Ask them how their day is going or exchange some other pleasantries
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don’t be too formal with them, they trust informality more
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alexandra is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Alexandra

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Alexandra move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Alexandra take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Alexandra

Personality Compatibility


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