Nicholas Anderson

Critic
DISC Type : C

Inventory and Operations Manager at Lake Blue Inc

Greater Cleveland, United States

Overview

Nicholas is a risk and treasury operations analyst with over 11 years of experience in financial operations, risk management, and fixed income. His career includes impactful roles at EY and Energy Harbor, where he specialized in credit risk and compliance. He holds a bachelors degree from Kent State University.

While specific hobbies are not publicly detailed, his academic performance earned him a place on the Deans List. His professional interests are centered on major financial institutions, indicating a deep passion for the finance industry that extends beyond his direct responsibilities.

He has hands-on experience as a funded futures trader, managing twenty $50, 000 proprietary accounts focused on Natural Gas markets.

Personality Overview

Precise

Critic

Information Seeker

They like to take decisions independently and do not seek others' support often.  They are quite likely to negotiate on pricing or other key terms. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Financial Risk Management
Has extensive experience identifying audit partner risks at EY and monitoring credit risk factors for executive stakeholders at Energy Harbor.
Treasury Operations
His current role involves overseeing daily treasury functions, including wire transfers, general ledger transactions, and liquidity planning.
Futures Trading
Executed data-driven trading strategies in the Natural Gas markets, managing a substantial portfolio of 20 fully funded proprietary accounts.

Media Appearances

Nicholas has no verified media appearances

Work History

7-2022
Inventory and Operations Manager at Lake Blue Inc
9-2022
Funded Futures Trader at Apex Trader Funding
8-2021 - 7-2022
Senior Risk Management Analyst at Energy Harbor
7-2017 - 11-2019
Senior Pricing Analyst at JTS Machine & Supply
3-2018 - 3-2019
Risk Management Analyst / Consultant at EY

Education

2012 - 2016
Bachelor’s Degree from Kent State University
8-2014 - 1-2015
Banking from Webster University

More Information

Social Presence :

Prographics :

Exp : 5 Location : Greater Cleveland, United States Job Level : Middle Designation : Inventory and Operations Manager at Lake Blue Inc
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Insights For Selling To Nicholas

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Tell them what ROI they can expect
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Don't give superficial answers, they are easily rattled by them
  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nicholas is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Nicholas

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Nicholas move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Nicholas take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Nicholas

Personality Compatibility


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