Stefanie Assaro

Energizer
DISC Type : I

Vice President - SMA Solutions - Values-Aligned Investment Strategist at BlackRock

New York City Metropolitan Area, United States

Overview

Stefanie Assaro is a Vice President and Values-Aligned Investment Strategist at BlackRock, focusing on SMA solutions. Her expertise lies in creating bespoke, index-tracking portfolios that align with client values. She holds a Bachelor of Business Administration from Binghamton University and has prior experience in ESG products at Bloomberg LP.

While her public profile is focused on her finance career, her university experience included a role as a Campus Gym Building Manager, showcasing early leadership and operational management skills outside of her direct field of study.

Stefanie was a featured panelist at the CFA Society New Yorks 10th Annual Sustainable Investing Conference in 2024.

Personality Overview

Enthusiastic

Big Picture Person

Believer

They are always positive and upbeat, so take their promises with a pinch of salt.  They are friendly, approachable and love to make new connections. They are not always early adopters but can be pursuaded by leveraging strong relationships.

Topics They Care About

Values-Aligned Investing
Her current role at BlackRock's Aperio division is dedicated to creating bespoke investment solutions that directly align with the personal values and missions of clients.
Sustainable Investing
Demonstrated expertise by serving as a panelist at a recent CFA Society New York conference on sustainable investing, discussing the future of carbon offsets.
ESG Data & Research
Her work involves supporting research, data exploration, and active ownership processes, building on her past role as a primary contact for ESG products at Bloomberg.

Media Appearances

Stefanie has no verified media appearances

Work History

1-2024
Vice President - SMA Solutions - Values-Aligned Investment Strategist at BlackRock
4-2021 - 12-2023
Associate - Aperio - Values-Aligned Investing Team at BlackRock
4-2019 - 3-2021
Enterprise Account Manager at Bloomberg LP
6-2017 - 4-2019
Fixed Income Analytics Advanced Specialist at Bloomberg LP
8-2016 - 5-2017
Campus Gym Building Manager at Binghamton University

Education

2013 - 2017
Bachelor of Business Administration (B.B.A.) from Binghamton University

More Information

Social Presence :

Prographics :

Exp : 10 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : Vice President - SMA Solutions - Values-Aligned Investment Strategist at BlackRock
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Insights For Selling To Stefanie

During A Call Or A Meeting

DO's

  • Share some stories about how you you have helped people in similar positions succeed
  • Talk anecdotally about the customer experience that your product offers
  • Invite them for a lunch or a drink/coffee

DONT's

  • Avoid cutting into their flow
  • Avoid overloading them with too much detail
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Stefanie is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Stefanie

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Stefanie move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Stefanie take some risk or not?

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

You And Stefanie

Personality Compatibility


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