Sodontuya Nerguidavaa, CFA, MBA

Questioner
DISC Type : c

Global Payments and Trade, VP, Relationship Manager at BNY

New York, New York, United States

Overview

Sodontuya Nerguidavaa is a VP and Relationship Manager for North American Banks at BNY, leveraging extensive experience in risk management and global payments. A CFA charterholder with an MBA from the University of California, Davis, she has progressed through multiple leadership roles within BNY, demonstrating a strong foundation in finance and strategy.

Originally from Mongolia, she is passionate about community impact and mentorship. She recently led a record-breaking fundraising campaign for the American Heart Association and enjoys running, achieving a personal best in a 5K. Her background includes co-founding an education institute and publishing translated autobiographies before age 21.

She was featured in Forbes Magazine as a "Leader of Impact" for her significant contributions to the American Heart Association.

Personality Overview

Systematic

Cautious & Analytical

Price-Sensitive

They prefer to fully evaluate every situation.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Topics They Care About

Community Leadership
Featured in Forbes for leading a BNY campaign that raised a record-breaking ~$270K for the American Heart Association.
Global Finance
As a CFA charterholder and VP Relationship Manager at BNY, she focuses on North American banks and has a background in global payments and trade.
Professional Development
Demonstrated extreme dedication by passing all three CFA exams consecutively on her first attempt by the age of 21.

Media Appearances

Sodontuya has no verified media appearances

Work History

1-2025
Global Payments and Trade, VP, Relationship Manager at BNY
7-2023 - 1-2025
Investments and Wealth Management, VP, Risk Manager at BNY
7-2022 - 6-2023
Credit and Strategy, VP, Risk Manager at BNY
7-2021 - 9-2021
Summer Management Associate at BNY
3-2018 - 6-2018
Research Associate at Bloomberg

Education

2020 - 2022
Master of Business Administration - MBA from University of California, Davis - Graduate School of Management
9-2014 - 6-2016
Bachelor of Business Administration from Asia University (TW)

More Information

Social Presence :

Prographics :

Exp : 4 Location : New York, New York, United States Job Level : Senior Designation : Global Payments and Trade, VP, Relationship Manager at BNY
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Insights For Selling To Sodontuya

During A Call Or A Meeting

DO's

  • Emphasise more on facts and measurable benefits
  • Share as much information as possible regarding your product
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Avoid rushing them, be polite and patient
  • Don’t overhype the product/pitch, keep it measured
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sodontuya is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Sodontuya

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Sodontuya move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Sodontuya take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Sodontuya

Personality Compatibility


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