Edouard Mialhe

Critic
DISC Type : C

Director, Finance and Operations at Carta

New York City Metropolitan Area, United States

Overview

Edouard is the Director of Finance and Operations at Carta, bringing over six years of experience from the financial services industry. His background includes roles as a Financial Auditor and Controller in France and Luxembourg. He holds the critical Series 27 certification for financial and operations principals.

He has expressed excitement about contributing to Cartas growth across its Transfer Agent, Broker-Dealer, and SaaS business lines, aiming to develop his competencies within the company.

Unique fact: Edouard holds the Series 27 - Financial and Operations Principal Examination certification, a key qualification for financial leadership in broker-dealers.

Personality Overview

Precise

Objective Thinker

Critic

It is very likely that they will negotiate pricing or other important terms.  They enjoy working alone and do not rely on others very often. They prefer to do logical analysis and value evidence over emotions.

Topics They Care About

Financial Operations
As Director of Finance and Operations with a background in audit and control, this is his core professional focus.
Fintech SaaS
His career progression at Carta, a leading fintech company, highlights his commitment to the SaaS business model in finance.
Broker-Dealer Compliance
He holds the Series 27 certification, indicating deep expertise in the regulatory and compliance aspects of broker-dealer operations.

Media Appearances

Edouard has no verified media appearances

Work History

7-2022
Director, Finance and Operations at Carta
7-2017 - 9-2022
Controller at Carta
9-2016 - 7-2017
Accounting Manager at Carta
9-2014 - 6-2016
Financial Auditor at Deloitte Luxembourg
10-2013 - 3-2014
Financial Auditor Intern at KPMG France

Education

2009 - 2014
Master in Audit and Advisory from Ecole Supérieure du Commerce Extérieur - ESCE Paris
2012 - 2012
Non degree Program from Concordia University

More Information

Social Presence :

Prographics :

Exp : 12 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Director, Finance and Operations at Carta
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Insights For Selling To Edouard

During A Call Or A Meeting

DO's

  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Be ready for penetrating questions and critical examination of your pitch
  • Tell them what ROI they can expect

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don’t try to give too many examples of other users, they like to make their own decisions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Edouard is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Edouard

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Edouard move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Edouard take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Edouard

Personality Compatibility


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