Carlos Alonso Kuri

Evaluator
DISC Type : Cds

Investment Banking Analyst at Rothschild & Co

Mexico City, Mexico

Overview

Carlos is an Investment Banking Analyst at Rothschild & Co, building on previous analyst roles at Credit Suisse and in private equity with Promecap. He holds a Bachelor of Business Administration from Loyola Marymount University and is certified in Bloomberg Market Concepts, showcasing a strong foundation in financial markets.

Before his finance career, Carlos managed a business where he developed digital marketing strategies and handled import/export logistics between the United States and Mexico. His interests include major technology companies like Microsoft and IBM, suggesting a keen eye on enterprise innovation.

Unique fact: He has practical experience in international trade compliance for both US and Mexican authorities.

Personality Overview

Hard To Convince

Thorough Evaluator

Quality Focused

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 They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Investment Banking
Currently an Investment Banking Analyst at Rothschild & Co, following similar roles at Credit Suisse, indicating a clear career focus in this sector.
Private Equity
Previously worked as a Private Equity Analyst at Promecap, showing direct experience and understanding of the private investment landscape.
US-Mexico Trade
Managed import and export activities between the US and Mexico in a prior business manager role, demonstrating knowledge of cross-border commerce.

Media Appearances

Carlos has no verified media appearances

Work History

9-2023
Investment Banking Analyst at Rothschild & Co
6-2023 - 9-2023
Investment Banking Intern at Rothschild & Co
8-2022 - 2-2023
Investment Banking Analyst at Credit Suisse
1-2021 - 7-2022
Private Equity Analyst at Promecap
10-2019 - 3-2020
Business Manager at Amaranthy LLC

Education

2015 - 2019
Bachelor of Business Administration - BBA from Loyola Marymount University

More Information

Social Presence :

Prographics :

Exp : 5 Location : Mexico City, Mexico Job Level : N/A Designation : Investment Banking Analyst at Rothschild & Co
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Insights For Selling To Carlos

During A Call Or A Meeting

DO's

  • Be prepared for comments or questions that are critical of your product or your claims
  • 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

  • Don’t nudge them to do something by using the logic that others have done the same
  • 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 Carlos is

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

  • 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 Carlos move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Carlos 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 Carlos

Personality Compatibility


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