Ivy Suryasentana, CRCM, CAMS

Energizer
DISC Type : I

EVP Chief Compliance Risk Officer at Beacon Business Bank

San Francisco, California, United States

Overview

Ivy has no verified overview

Personality Overview

Informal

Big Picture Person

Enthusiastic

They are naturally enthusiastic, so take their promise with a pinch of salt.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are people oriented, friendly and like creating new connections.

Topics They Care About

Ivy has no verified topics they care about

Media Appearances

Ivy has no verified media appearances

Work History

4-2025
EVP Chief Compliance Risk Officer at Beacon Business Bank
9-2014 - 4-2025
SVP Chief Compliance Risk Officer at Beacon Business Bank
5-2009 - 8-2014
VP/Senior Operations Manager at Beacon Business Bank
1-2008 - 4-2009
Sr. Compliance Officer/Internal Auditor at California Pacific Bank
3-2006 - 12-2007
Compliance Officer & Senior Accountant at California Pacific Bank

Education

2016 - 2016
CAMS from ACAMS
2015 - 2015
Certified Regulatory Compliance Manager (CRCM) from American Bankers Association

More Information

Social Presence :

Prographics :

Exp : 20 Location : San Francisco, California, United States Job Level : Leadership Designation : EVP Chief Compliance Risk Officer at Beacon Business Bank
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Insights For Selling To Ivy

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Be friendly and entertaining in your conversation
  • Do some small talk, ask them how things are going on their side

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Avoid overloading them with too much detail
  • Avoid cutting into their flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ivy is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Ivy

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Ivy move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Ivy take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Ivy

Personality Compatibility


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