Nicholas Lai

Evaluator
DISC Type : csd

Restaurant Crew Member at Round Table Pizza

Walnut, California, United States

Overview

Nicholas is a fourth-year Finance scholar and Economics minor at Cal Poly Pomona. He holds multiple leadership positions, serving as a Trader for the Bronco Asset Management programs $650k fund and the Director of Internal Affairs for the Finance Society. He has also interned at Falcon Wealth Planning.

Outside of academics, Nicholas is highly involved on campus as the Treasurer of the Bronco Running Club. He is also an active member of the CPP Choir and the Vietnamese Student Association, demonstrating a passion for both athletics and cultural engagement. He also volunteers for community causes.

As an undergraduate, he serves as a trader for his universitys Bronco Asset Management program, helping to manage a $650, 000 portfolio.

Personality Overview

Hard To Convince

Thorough Evaluator

Fast But Analytical

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care About

Asset Management
Acts as a Trader for the student-run Bronco Asset Management fund at Cal Poly Pomona, managing a $650k portfolio.
Student Leadership
Holds executive roles as Director of Internal Affairs for the Finance Society and Treasurer of the Bronco Running Club.
Community Service
Actively volunteers with organizations like Feeding America to assemble and distribute care packages for local seniors.

Media Appearances

Nicholas has no verified media appearances

Work History

1-2023 - 12-2023
Restaurant Crew Member at Round Table Pizza

Education

2022 - 2026
Bachelor of Business Administration from California State Polytechnic University-Pomona
8-2018 - 6-2022
High School Diploma from John A. Rowland High School

More Information

Social Presence :

Prographics :

Exp : 1 Location : Walnut, California, United States Job Level : N/A Designation : Restaurant Crew Member at Round Table Pizza

Interested in

Sports

Cross country, Track

Health & Outdoor

Running

Entertainment

Choir, Musical production

URL has been copied!

Insights For Selling To Nicholas

During A Call Or A Meeting

DO's

  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Help them see both - the ‘big picture’ impact and the ROI of the investment

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid self-deprecating references or general informality, it could decrease their trust in you

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Nicholas is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Nicholas

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Nicholas move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Nicholas take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Nicholas

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.