Anna-Pia Berlingieri

Questioner
DISC Type : c

Senior Director, Client Partnerships & Business Development at Addenda Capital inc.

Canada

Overview

Anna-Pia Berlingieri is the Senior Director of Client Partnerships & Business Development at Addenda Capital, a firm recognized as a leader in sustainable investing. Her career progression at the company showcases her expertise in building client relationships. She holds a Bachelor of Commerce from Concordia University.

She serves as a Board Member for the Dawson Foundation, indicating a personal commitment to education and community development. This voluntary role complements her extensive professional background in finance.

Her post about a partnership with Philanthropic Foundations Canada (PFC) highlights a recent focus on purpose-driven, collaborative investment strategies.

Personality Overview

Systematic

Cautious & Analytical

Value Seeker

They prefer to do thorough analysis of any situation.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Sustainable Investing
Her company, Addenda Capital, is a leader in sustainable and impact investing, and recently partnered with PFC to advance common goals in social and environmental impact.
Client Partnerships
Her title and career progression, from Director to Senior Director, underscore her focus on building and maintaining strong client relationships and driving business growth.
Philanthropic Foundations
Her excitement about the partnership with Philanthropic Foundations Canada (PFC) and her role on the Dawson Foundation board show an interest in the philanthropic sector.

Media Appearances

Anna-Pia has no verified media appearances

Work History

3-2023
Senior Director, Client Partnerships & Business Development at Addenda Capital inc.
6-2020 - 3-2023
Director, Client Partnerships and Business Development at Addenda Capital inc.
2-2018 - 6-2020
Manager, Investment Solutions at Addenda Capital inc.
12-2005 - 12-2007
Senior Advisor, Marketing Communications and Product Management at Fiera Capital
9-2003 - 12-2005
Advisor, Client Service at Fiera Capital

Education

B. Comm. from Concordia University
Canadian Securities Course from Canadian Securities Institute

More Information

Social Presence :

Prographics :

Exp : 19 Location : Canada Job Level : Senior Designation : Senior Director, Client Partnerships & Business Development at Addenda Capital inc.
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Insights For Selling To Anna-Pia

During A Call Or A Meeting

DO's

  • Keep some extra margin in hand as they will likely negotiate the pricing
  • Back up any claims with data and numbers
  • Emphasise more on facts and measurable benefits

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Don’t depend too much on anecdotal evidence, it reduces their confidence

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Anna-Pia 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 Anna-Pia

  • 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 Anna-Pia move?

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

  • Can Anna-Pia take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Anna-Pia

Personality Compatibility


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