Don MacQuattie

Inquirer
DISC Type : dc

Senior Vice President at Raymond James - Institutional Fiduciary Solutions

St. Petersburg, Florida, United States

Overview

Don MacQuattie is the Senior Vice President leading Institutional & Retirement at Raymond James. His expertise covers retirement plan consulting and fiduciary solutions, built upon senior roles at JPMorgan Asset Management and The Hartford. He holds an MBA from William & Mary and a BA from the University of Vermont.

He uses humor and local charm in his professional life, once using the 73-degree St. Petersburg weather to entice candidates from a 36-degree New York City.

Personality Overview

Upfront

Hard To Convince

Judgemental

They care equally about the product and its potential impact.  They don’t always try to control the conversation but neither do they like yielding it fully. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Retirement Savings
He is a vocal advocate for retirement savings, posting about 401(k) Day and the importance of professional guidance for building a secure future.
Fiduciary Solutions
His role is centered around providing institutional fiduciary solutions, including ERISA plan consulting and investment management for retirement plans.
Talent Recruitment
He actively promotes open positions on his team, indicating that attracting and hiring the right talent for his division in St. Petersburg is a key priority.

Media Appearances

Don has no verified media appearances

Work History

3-2019
Senior Vice President at Raymond James - Institutional Fiduciary Solutions
6-2015 - 10-2018
Managing Director at JPMorgan Asset Management
1-2013 - 6-2015
Institutional Client Group at The Capital Group
2004 - 12-2012
Vice President and Managing Director at The Hartford Insurance Group
2004 - 12-2012
Vice President & Managing Director, Tax-Exempt Markets at The Hartford

Education

1991 - 1993
MBA from William & Mary – Raymond A. Mason School of Business
1984 - 1988
BA from University of Vermont

More Information

Social Presence :

Prographics :

Exp : 33 Location : St. Petersburg, Florida, United States Job Level : Leadership Designation : Senior Vice President at Raymond James - Institutional Fiduciary Solutions
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Insights For Selling To Don

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Highlight the competitive differentiation of your product
  • Tell them that you are there to help them create visible impact within their organization

DONT's

  • Avoid long winding pitches, stay objective
  • Don't try too hard to get friendly, let it happen with time
  • Avoid repeating yourself or making generalizations

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Don is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Don

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Don move?

  • Their decision making speed is somewhere in the middle.
  • Can Don take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Don

Personality Compatibility


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