Antonio Tovar Bossola

Questioner
DISC Type : c

Investment Officer at Plata Card

Mexico City, Mexico

Overview

Antonio Tovar Bossola is a results-driven Investment Officer at Plata, where he leverages his background in Industrial and Systems Engineering from Tecnológico de Monterrey. He focuses on driving positive organizational outcomes by improving key processes and collaborating with cross-functional teams on high-stakes challenges.

He demonstrates a strong commitment to continuous learning and professional development. Antonio actively seeks out new skills, having recently completed certifications in investment strategies and advanced data analysis tools like Power BI, Power Query, and Power Pivot, reflecting a passion for self-improvement.

Unique fact: He holds the official "Asesor en Estrategias de Inversión" certification from the Mexican Association of Stock Market Institutions (AMIB).

Personality Overview

Not Easily Convinced

Value Seeker

Price-Sensitive

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.  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

Investment Strategies
He is a certified Investment Strategies Advisor (Serie 210), equipped with the knowledge to design tailored strategies and advise on the purchase and sale of securities.
Operational Improvement
He is passionate about identifying and implementing improvements in key processes and operations to drive positive organizational results, as noted in his professional summary.
Financial Data Analysis
He has completed certifications in Product Cost/Investment Cash Flow Analysis and sharpened his skills in Power Query, Power Pivot, and Power BI for data analysis.

Media Appearances

Antonio has no verified media appearances

Work History

12-2023
Investment Officer at Plata Card
11-2021 - 12-2023
Financial Advisor at Veletta Asesor en Inversiones Independiente
3-2021 - 11-2021
Administrative Intern at Veletta Asesor en Inversiones Independiente

Education

8-2018 - 12-2022
Bachelor's degree from Tecnológico de Monterrey

More Information

Social Presence :

Prographics :

Exp : 4 Location : Mexico City, Mexico Job Level : N/A Designation : Investment Officer at Plata Card
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Insights For Selling To Antonio

During A Call Or A Meeting

DO's

  • If you have a lower priced product compared to the competition, call out the same
  • Back up any claims with data and numbers
  • Emphasize on objective proof of ROI, help them do a thorough evaluation

DONT's

  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Antonio 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 Antonio

  • 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 Antonio move?

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

  • Can Antonio take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Antonio

Personality Compatibility


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