Alicia Chopite

Questioner
DISC Type : c

Responsible Investment Associate at TrinityBridge

London, England, United Kingdom

Overview

Alicia is a Responsible Investment Associate at TrinityBridge with a background in financial policy and regulation. She holds a Master of Science from Queen Mary University of London and a Sustainable Investing Certificate. Her experience includes roles at KPMG and the Financial Conduct Authority, focusing on sustainable finance and investment governance.

Personality Overview

Not Easily Convinced

Cautious & Analytical

Systematic

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  They prefer to fully evaluate every situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Responsible Investment
Her current role is Responsible Investment Associate, and she previously worked on policy for the Principles for Responsible Investment.
Sustainable Finance
Worked to promote the development of sustainable finance policy in the UK during a secondment from the FCA.
Financial Regulation
Gained extensive experience in regulation and competition policy during her tenure at the UK's Financial Conduct Authority (FCA).

Media Appearances

Alicia has no verified media appearances

Work History

9-2024
Responsible Investment Associate at TrinityBridge
8-2022 - 9-2024
Assistant Manager at KPMG UK
5-2021 - 7-2022
Consumer Investments Supervisor at Financial Conduct Authority
9-2020 - 4-2021
Policy Analyst at Principles for Responsible Investment
10-2019 - 9-2020
Associate Economist at Financial Conduct Authority

Education

2017 - 2018
Master of Science (MSc) from Queen Mary University of London
2013 - 2017
Bachelor of Arts (B.A.) from The University of Texas at Austin

More Information

Social Presence :

Prographics :

Exp : 6 Location : London, England, United Kingdom Job Level : N/A Designation : Responsible Investment Associate at TrinityBridge
URL has been copied!

Insights For Selling To Alicia

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t overhype the product/pitch, keep it measured
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alicia is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Alicia

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Alicia move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Alicia take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Alicia

Personality Compatibility


Other TrinityBridge Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.