Andrew Mackay, WMS™ in

Andrew Mackay, WMS™

Critic · DISC type C
Financial Advisor at Gill, Horner & Haggerty Wealth Partners of Raymond James
📍 Virginia Beach, Virginia, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
10 Years
Current Role
Financial Advisor
Location
Virginia Beach, Virginia, United States
Personality Overview

How Andrew shows up

Precise
Objective Thinker
ROI Driven

They like to do things independently and don’t look for support from others. They choose to analyze logically and value facts to emotions. They are quite likely to negotiate on pricing or other key terms.

Priorities

Topics Andrew cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

5-2024
Financial Advisor
Gill, Horner & Haggerty Wealth Partners of Raymond James
10-2020 - 5-2024
Sales Executive | US Northeast
Featurespace
4-2018 - 10-2020
IBM Cloud Platform Sales | Financial Services Sector
IBM
10-2017 - 4-2018
IBM Summit Program
IBM
6-2016 - 8-2016
Financial Analyst
Wells Fargo
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2013 - 2017
Bachelor's degree
University of Virginia
2016 - 2017
Certificate Program
McIntire Business Institute at the University of Virginia
2009 - 2013
Education details unavailable
WT Woodson High School
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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