Ellen Erli Mo, CFA

Critic
DISC Type : C

Director, Loan Syndications - North America Project Finance at BMO Capital Markets

New York City Metropolitan Area, United States

Overview

Ellen has no verified overview

Personality Overview

Critic

Information Seeker

Objective Thinker

Unless the value is proven by data, they are unlikely to value fancy features.  They enjoy working alone and do not rely on others very often. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Ellen has no verified topics they care about

Media Appearances

Ellen has no verified media appearances

Work History

11-2025
Director, Loan Syndications - North America Project Finance at BMO Capital Markets
9-2023 - 10-2025
Energy & Infrastructure Finance - Loan Syndications at Investec
7-2021 - 9-2023
Director - Structured Products Origination at Sumitomo Mitsui Banking Corporation
9-2018 - 7-2021
Vice President - Structured Products Origination at Sumitomo Mitsui Banking Corporation
3-2018 - 9-2018
Vice President - Power Utilities / Power Project Finance at BNP Paribas

Education

2009 - 2011
Master of Science from The Johns Hopkins University - Carey Business School
Bachelor of Arts from Rutgers University

More Information

Social Presence :

Prographics :

Exp : 16 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Director, Loan Syndications - North America Project Finance at BMO Capital Markets
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Insights For Selling To Ellen Erli

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Don’t try too hard to build a relationship with them
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ellen Erli is

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

  • 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 Ellen Erli move?

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

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

You And Ellen Erli

Personality Compatibility


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