Isabel Garcia, MBA

Critic
DISC Type : C

Associate Director, Production Assurance and Oversight at RBC Investor & Treasury Services

Nyon, Vaud, Switzerland

Overview

Isabel is a senior finance leader with extensive experience in international banking and asset management at RBC. She specializes in fund administration, process optimization, and financial governance, leading global teams to enhance efficiency and ensure compliance. She is a graduate of Universidad Pontificia Comillas and is pursuing further knowledge in data analytics.

Personally, Isabel advocates for kindness, respect, and diversity. She is a strong proponent of women supporting women and is committed to continuous learning, recently completing courses in financial accounting and digital sustainability. She focuses on personal and professional development through ongoing education.

She holds a “Digital4Sustainability Learning Path” certification from the United Nations System Staff College.

Personality Overview

Critic

Information Seeker

ROI Driven

It is very likely that they will negotiate pricing or other important terms.  Unless the value is proven by data, they are unlikely to value fancy features. They choose to analyze logically and value facts to emotions.

Topics They Care About

Financial Governance
Her career focuses on driving disciplined controls, implementing governance frameworks, and reducing risk within financial operations.
Process Optimization
She has a track record of improving process efficiency, leading outsourcing projects, and successfully migrating financial operations offshore.
Data-Driven Decisions
Her headline emphasizes driving data-decisions, and she is actively enhancing her skills by pursuing a Google Data Analytics Path.

Media Appearances

Isabel has no verified media appearances

Work History

1-2020 - 6-2022
Associate Director, Production Assurance and Oversight at RBC Investor & Treasury Services
3-2015 - 12-2019
Senior Manager, Fund Administration Oversight, Financial and tax reporting. at RBC Investor & Treasury Services
12-2011 - 2-2015
Manager, Fund Administration at RBC Investor & Treasury Services
1-2008 - 12-2011
Supervisor fund accountant at RBC Investor & Treasury Services
5-2005 - 1-2008
Senior Fund Accountant/ Fund Accountant at RBC Investor & Treasury Services

Education

2002 - 2003
Master from Universidad Pontificia Comillas
10-1998 - 9-2000
Licentiate degree from Universidad Rey Juan Carlos

More Information

Social Presence :

Prographics :

Exp : 22 Location : Nyon, Vaud, Switzerland Job Level : N/A Designation : Associate Director, Production Assurance and Oversight at RBC Investor & Treasury Services
URL has been copied!

Insights For Selling To Isabel

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • 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 Isabel is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Isabel

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Isabel move?

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

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

You And Isabel

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.