Alvaro Ochoa Sierra

Observer
DISC Type : ci

Executive Director at PKF Attest

Greater Bilbao Metropolitan Area, Spain

Overview

Alvaro Ochoa is an Executive Director at PKF Attest with over 28 years of experience in the financial sector. He has held various roles in private banking and financial advisory at institutions like CASER and ABANCA. He holds a degree in Economics from the University of the Basque Country.

Based in the Bilbao area, Alvaro has spent his entire career in the region, building a strong local network. He appears to be a dedicated professional who is deeply engaged with his work and the success of his clients portfolios, as shown by his posts celebrating positive results.

After 28 years in finance, he briefly took a management role at a paint company before returning to the financial sector.

Personality Overview

Curious

Example Seeker

Value Driven

They are likely to ask many questions and look heavily for supporting information.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally strong communicators and are not easy to convince.

Topics They Care About

Financial Advisory
His career spans over two decades in financial advisory and private banking roles at prominent firms like CASER, ABANCA, and Andbank.
Portfolio Performance
He recently shared his enthusiasm for the "extraordinary results" of profiled portfolios in 2024, indicating a focus on client outcomes.
Career Transitions
He made a significant career change after 28 years in finance to an industrial role before returning, suggesting an adaptable and open mindset.

Media Appearances

Alvaro has no verified media appearances

Work History

11-2025
Executive Director at PKF Attest
1-2025 - 11-2025
Asesor financiero at CASER
1-2024 - 11-2024
Gerente asistente at Alavesa de Pinturas SA
6-2022 - 11-2023
Asesor financiero at ABANCA
12-2020 - 6-2022
Banquero Privado at Andbank

Education

Licenciatura from Facultad de Economía y Empresa de la Universidad del País Vasco (UPV/EHU)
Bachillerato from St George's English School

More Information

Social Presence :

Prographics :

Exp : 29 Location : Greater Bilbao Metropolitan Area, Spain Job Level : Senior Designation : Executive Director at PKF Attest
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Insights For Selling To Alvaro

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Help them realize that there is no personal risk in making this decision
  • Ask them questions to understand their needs better while staying affable

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t brush off any concerns, take all questions seriously
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alvaro is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Alvaro

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Alvaro move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Alvaro take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Alvaro

Personality Compatibility


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