Lisa Harris - BCom FCPA ASIA

Critic
DISC Type : C

Senior Director Finance at Apollo Global Management LLC

London, England, United Kingdom

Overview

Lisa is a senior finance director with extensive experience at top-tier firms like Apollo Global Management, Deutsche Bank, and Morgan Stanley. Her expertise lies in private equity, real estate, and alternative investments. She holds a Bachelor of Commerce from Deakin University and is a Fellow Certified Practicing Accountant (FCPA).

Based on her public support for community events, she appears to be an engaged professional who values thought-provoking gatherings. She is described as an empathetic and enthusiastic leader who is customer-oriented and adept at prioritizing under pressure.

Unique fact: Lisa began her career in the automotive industry as a Chief Financial Controller before moving into investment banking.

Personality Overview

Precise

Negotiator

Information Seeker

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. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Private Equity
Her career includes directorships of Private Equity companies and extensive product experience in PE, venture capital, and distressed investments at firms like Apollo and Deutsche Bank.
Investor Relations
A key specialty highlighted in her professional headline and introduction, indicating a focus on fundraising and stakeholder management.
Women in Business
She has publicly supported and promoted events for International Women’s Day, indicating a passion for empowering women in the professional community.

Media Appearances

Lisa has no verified media appearances

Work History

4-2012
Senior Director Finance at Apollo Global Management LLC
1-2012 - 3-2012
Interim Consumer Lending Financial Controller at Barclays Bank
2011 - 12-2011
Interim Corporate and Tax Financial Controller Manager at Morgan Stanley
1997 - 2010
Senior Vice President at Deutsche Bank

Education

Bachelor of Commerce - BCom from Deakin University
Fellow Certified Practicing Accountant - FCPA from CPA Australia

More Information

Social Presence :

Prographics :

Exp : 28 Location : London, England, United Kingdom Job Level : Senior Designation : Senior Director Finance at Apollo Global Management LLC
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Insights For Selling To Lisa

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Make extra effort to not seem pushy or confrontational
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lisa is

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

  • 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 Lisa move?

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

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

You And Lisa

Personality Compatibility


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