Donna Cleary

Examiner
DISC Type : cs

Head of Middle Market Banking-Tri-State Metro at TD

New York City Metropolitan Area, United States

Overview

Donna Cleary is a banking executive with 20 years of international experience in sales and credit. As Head of Middle Market Banking for TDs Tri-State Metro, she leads business growth, client strategy, and team development. She holds a postgraduate degree from UCD Michael Smurfit Graduate Business School and is a qualified accountant.

Outside of work, she is actively involved in her community, serving on the Corporate Advisory Board for Cold Spring Harbor Laboratory and supporting the American Heart Association. A mother of two, she lives on Long Island and enjoys running, golf, coaching, and playing soccer.

She serves on the advisory board for Cold Spring Harbor Laboratory, a renowned research institution home to eight Nobel Prize winners.

Personality Overview

Unexpressive

Tough To Convince

Overcautious

They are heavily focused on quality and prefer doing things the right way, even if it takes time.  They tend to be clear about their needs and limitations and are unlikely to promise too much. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Middle Market M&A
Her current role focuses on this sector, and she recently shared insights from a TD survey on middle market dealmaker confidence and M&A trends.
Talent Mentorship
Described as a champion of junior talent, she is involved in multiple mentorship programs and publicly celebrates the achievements of her team members.
Women in Business
She has spoken at events about the unique challenges and opportunities facing women business owners in small and mid-sized companies.

Media Appearances

Celebrating Metro New York's Women in Small Business. Featured in TD Stories

See Now

Work History

11-2025
Head of Middle Market Banking-Tri-State Metro at TD
8-2025
Corporate Advisory Board at Cold Spring Harbor Laboratory
4-2024 - 11-2025
Middle Market Team Lead-New York Metro at TD
9-2022 - 4-2024
Managing Director, Middle Market New York and LI Team lead at Santander Bank, N.A.
3-2021 - 9-2022
Head of Underwriting and Portfolio Mgt- Commercial Banking at Santander Bank, N.A.

Education

2002 - 2003
Post Graduate Degree from UCD Michael Smurfit Graduate Business School
2008 - 2009
Qualified Financial Advisor from IOB

More Information

Social Presence :

Prographics :

Exp : 22 Location : New York City Metropolitan Area, United States Job Level : Mid-senior Designation : Head of Middle Market Banking-Tri-State Metro at TD
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Insights For Selling To Donna

During A Call Or A Meeting

DO's

  • Ask them which other stakeholders would be important for this purchase decision
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Donna is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Donna

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Donna move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Donna take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Donna

Personality Compatibility


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