Yvonne I. Pytlik, MBA, CPA

Captain
DISC Type : DS

Director, Board of Directors at Unified Software Solutions - Artificial Intelligence at https://www.unified-software-ai.com/solutions

New York, New York, United States

Overview

Yvonne Pytlik is a compliance and risk management executive with over 30 years of experience at firms like HSBC and Deutsche Bank. She serves as an Outsourced Chief Compliance Officer at ACA Group, sits on the board of an AI software company, and is a Lecturer for the Enterprise Risk Management program at Columbia University.

Personality Overview

Consummate Professional

Dynamic But Sincere

Output-Driven

They are very professional in their approach and can weigh multiple perspectives together.  They exhibit a rare combination of being result-oriented but patient at the same time. They might take some time to make their mind up but once they do, they don't change it easily.

Topics They Care About

Regulatory Compliance
As a Chief Compliance Officer with three decades of experience, she focuses on helping firms navigate complex regulatory issues and develop effective compliance programs.
Enterprise Risk Management
She teaches Strategic Risk Management to graduate students at Columbia University and frequently moderates panels on the topic for the Risk Management Association (RMA).
AI in Financial Services
Serves on the Board of Directors for an AI software solutions company and discusses the impact of AI on risk and compliance in the financial industry.

Media Appearances

Yvonne has no verified media appearances

Work History

4-2024
Director, Board of Directors at Unified Software Solutions - Artificial Intelligence at https://www.unified-software-ai.com/solutions
Outsourced Chief Compliance Officer at ACA Group
Lecturer, Lead Faculty - MS in ERM - Strategic Risk Management at Columbia University in the City of New York
2012-Present Board of Governors - Executive Committee, Audit Committee at RMA New York Chapter
CEO and Managing Partner-Consulting - Asset Management, Private Equity, Hedge Funds, PWM, BDs, Banks at Global Compliance Risk Management Corp.

Education

Lecturer - MS of Science - ERM graduate degree - Strategic Risk Management from Columbia University
2024 - 2024
MIT Sloan School of Management: Artificial Intelligence: Implications for Business Strategy from Massachusetts Institute of Technology

More Information

Social Presence :

Prographics :

Exp : 1 Location : New York, New York, United States Job Level : Mid-senior Designation : Director, Board of Directors at Unified Software Solutions - Artificial Intelligence at https://www.unified-software-ai.com/solutions
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Insights For Selling To Yvonne

During A Call Or A Meeting

DO's

  • Use phrases like 'your team deserves', 'best in class' etc.
  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Ask them at the end if they see a strong value prop in your product; expect an honest answer

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't shy away from asking hard questions, but be extra polite

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Yvonne is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Yvonne

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Yvonne move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Yvonne take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Yvonne

Personality Compatibility


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