Allan Lo Proto

Captain
DISC Type : DS

Chief Risk Officer (CRO) at Perpetual Limited

Boston, Massachusetts, United States

Overview

Allan has no verified overview

Personality Overview

Planner & Achiever

Dynamic But Sincere

Long-Term Thinker

Reading between the lines and seeing beyond your words comes naturally to them.  They are very professional in their approach and can weigh multiple perspectives together. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Allan has no verified topics they care about

Media Appearances

Allan has no verified media appearances

Work History

1-2025
Chief Risk Officer (CRO) at Perpetual Limited
5-2023
Head of Business Management & Strategy, Asset Management Americas at Perpetual Limited
5-2021 - 5-2023
General Manager Risk & Business Partnering at Perpetual Limited
9-2019 - 5-2021
Head of Risk at Perpetual Limited
5-2016 - 12-2019
Head of Internal Audit at Perpetual Limited

Education

Allan has no verified education history

More Information

Social Presence :

Prographics :

Exp : 26 Location : Boston, Massachusetts, United States Job Level : Leadership Designation : Chief Risk Officer (CRO) at Perpetual Limited
URL has been copied!

Insights For Selling To Allan

During A Call Or A Meeting

DO's

  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Come across as a trustworthy professional and be respectful, they usually know their game

DONT's

  • Don't go over them unless you are left with no other option
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Allan is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Allan

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Allan move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Allan take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Allan

Personality Compatibility


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.