Carlos G.

Sharpshooter
DISC Type : CD

AVP - Financial Crimes Risk Data Analyst at Morgan Stanley

New York City Metropolitan Area, United States

Overview

Carlos has no verified overview

Personality Overview

Precise But Practical

Rigorous & Demanding

Fast But Analytical

They respond well to strong and respectful communication.  They are not always relationship oriented. They take a lot of pride in personal achievements.

Topics They Care About

Carlos has no verified topics they care about

Media Appearances

Carlos has no verified media appearances

Work History

4-2025
AVP - Financial Crimes Risk Data Analyst at Morgan Stanley
5-2024 - 4-2025
Vice President - Internal Audit Manager at JPMorganChase
6-2022 - 5-2024
Senior Auditor at JPMorganChase
5-2019 - 5-2022
Senior Auditor at Willis Towers Watson
1-2021 - 4-2021
Income Tax Preparer at Liberty Tax

Education

1-2024 - 5-2026
Guaduate Certificate from Stevens Institute of Technology
2006 - 2015
Bachelor of Arts (B.A.) from Queens College

More Information

Social Presence :

Prographics :

Exp : 7 Location : New York City Metropolitan Area, United States Job Level : Middle Designation : AVP - Financial Crimes Risk Data Analyst at Morgan Stanley
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Insights For Selling To Carlos

During A Call Or A Meeting

DO's

  • Use phrases like ‘it’s your decision’, ‘strategic impact’ etc.
  • Speak about competitive differentiation that your product offers
  • Hold your ground without indulging in one-upmanship

DONT's

  • Don't try too hard to forge relationships with them
  • Do not spend too much time focusing on product tech or features
  • Don’t be in a rush to invite them for a social meet and greet

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Carlos is

  • Confidence in impact is paramount to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Carlos

  • If they are not convinced, they will have no hesitation in telling you the same.

Insights For Deal Planning

    How fast (or slow) will Carlos move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Carlos take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Carlos

Personality Compatibility


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