Carlos Sanchez

Activist
DISC Type : Cd

Vice President at Aterian Investment Partners

Miami, Florida, United States

Overview

Carlos Sanchez is a Vice President at Aterian Investment Partners, focusing on due diligence, underwriting, and portfolio management. His career path includes private equity experience at Quad-C Management and a foundation in investment banking with RBC Capital Markets. He graduated magna cum laude from the University of Puerto Rico with a B. S. in Industrial Engineering.

He has a keen interest in fostering business opportunities and professional development, demonstrated by his support for Harvard Business Schools diversity-focused Venture in Management Program. Carlos also believes that changing ones mindset is key to improving outcomes, reflecting a value placed on personal growth and a positive outlook in professional situations.

He brings a unique perspective to finance by combining his technical engineering background with his expertise in private equity.

Personality Overview

Value Conscious

Observative

Meticulous

They respond well to confident salespeople.  They don’t always try to control the conversation but neither do they like yielding it fully. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Private Equity
As a Vice President at Aterian, he is actively involved in the firm's investment activities, including due diligence, underwriting, and portfolio management for middle-market companies.
Diversity in Business
Showcased a passion for increasing diversity and opportunity in business by promoting Harvard Business School's SVMP, a program designed for rising college seniors.
Investment Banking
Began his career in the Communications, Media, and Entertainment Investment Banking Group at RBC Capital Markets, providing a strong foundation for his private equity career.

Media Appearances

Carlos has no verified media appearances

Work History

7-2025
Vice President at Aterian Investment Partners
7-2023 - 7-2025
Senior Associate at Aterian Investment Partners
8-2022 - 7-2023
Associate at Aterian Investment Partners
8-2020 - 7-2022
Private Equity Associate at Quad-C Management, Inc.
7-2018 - 8-2020
Investment Banking Analyst at RBC Capital Markets

Education

2012 - 2018
Bachelor's Degree from University of Puerto Rico-Mayaguez
2009 - 2012
High School from Piaget Bilingual Academy

More Information

Social Presence :

Prographics :

Exp : 7 Location : Miami, Florida, United States Job Level : Senior Designation : Vice President at Aterian Investment Partners
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Insights For Selling To Carlos

During A Call Or A Meeting

DO's

  • Highlight the competitive differentiation of your product
  • Make sure that they have the necessary authority, they could present false stature sometimes
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Don't try too hard to get friendly, let it happen with time
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Carlos is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Carlos

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Carlos move?

  • Their decision making speed is somewhere in the middle.
  • Can Carlos take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Carlos

Personality Compatibility


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