Andrew Chapman

Energizer
DISC Type : I

Assistant Manager at Juniper Square

Algonquin, Illinois, United States

Overview

Andrew Chapman is an Assistant Manager at Juniper Square, leveraging a strong background in fund accounting from his time at Opus Fund Services and Prime Meridian Capital Management. He is a graduate of Illinois State University with a Bachelors degree and has experience managing client relationships and accounting processes.

Outside of his professional life, Andrew likely maintains a connection to his alma mater. As an alumnus of Illinois State University, he may follow the Redbirds athletic teams and could have an interest in Chicago-area professional sports. [Predicted]

He once traveled to the Philippines to train, manage, and act as a key liaison for his companys office in Manila.

Personality Overview

Believer

Relationship Oriented

Full Of Energy

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

Topics They Care About

Fund Accounting
His career is built on extensive experience in hedge fund and senior fund accountant roles at Opus Fund Services.
International Training
Demonstrated leadership by traveling overseas to train and manage staff in the Philippines, acting as a liaison between global offices.
Financial Technology
[Predicted] His current role as an Assistant Manager at Juniper Square, a software company for investment managers, points to an interest in FinTech.

Media Appearances

Andrew has no verified media appearances

Work History

3-2024
Assistant Manager at Juniper Square
10-2021 - 3-2024
Accounting Associate at Prime Meridian Capital Management
7-2019 - 7-2021
Account Manager at Opus Fund Services
1-2019 - 7-2019
Senior Fund Accountant at Opus Fund Services
12-2016 - 1-2019
Hedge Fund Accountant at Opus Fund Services

Education

2012 - 2016
Bachelor's degree from Illinois State University

More Information

Social Presence :

Prographics :

Exp : 10 Location : Algonquin, Illinois, United States Job Level : Middle Designation : Assistant Manager at Juniper Square
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Insights For Selling To Andrew

During A Call Or A Meeting

DO's

  • Share some stories about how you you have helped people in similar positions succeed
  • Talk about their team and how your product will help them do things better and easier
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t assume a yes just because they have not said no
  • 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 Andrew is

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

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

Insights For Deal Planning

    How fast (or slow) will Andrew move?

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

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

You And Andrew

Personality Compatibility


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