Andy Fately

Evaluator
DISC Type : dcs

Co-Founder at USDi Partners LLC

Basking Ridge, New Jersey, United States

Overview

Andy Fately is a seasoned financial executive and Co-Founder of USDi Partners, specializing in FX strategy, risk management, and business development. An MIT and NYU graduate, he has a proven track record of developing innovative business models and client solutions at firms like RBC Capital Markets and Sumitomo Mitsui Banking Corporation.

Andy demonstrates a unique passion for making complex financial topics accessible and engaging. He created a platform to share daily market insights with clients, blending analytical rigor with clear communication to elevate his banks visibility and better inform his client base.

He is the creator of the website FXPoetry. com, where he published daily foreign exchange market updates.

Personality Overview

Hard To Convince

Fast But Analytical

Thorough Evaluator

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care About

FX Hedging
He has authored multiple publications detailing systematic approaches for corporations to improve their FX hedging performance and risk management using options.
Financial Technology
His work at USDi Partners focuses on the "future of money, " and he previously developed a model using blockchain to shorten financial transaction settlement times.
Client Solutions
His background emphasizes creating customized solutions for industrial clients and mentoring sales staff on consultative selling methodologies.

Media Appearances

Andy has no verified media appearances

Work History

2-2025
Co-Founder at USDi Partners LLC
7-2023
Principal at FXP Hedge Consultants
8-2019 - 5-2023
Executive Director at Sumitomo Mitsui Banking Corporation
3-2018 - 7-2019
Chief Strategist at 9th Gear Technologies
8-2013 - 10-2017
Managing Director at RBC Capital Markets

Education

Bachelor of Science - BS from Massachusetts Institute of Technology
Master of Business Administration - MBA from New York University

More Information

Social Presence :

Prographics :

Exp : 11 Location : Basking Ridge, New Jersey, United States Job Level : Leadership Designation : Co-Founder at USDi Partners LLC
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Insights For Selling To Andy

During A Call Or A Meeting

DO's

  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Andy is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Andy

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Andy move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Andy take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Andy

Personality Compatibility


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