Ed Donnelly in

Ed Donnelly

Wildcard · DISC type csi
Director - Institutional Equity Sales at Raymond James
📍 Greater Chicago Area, 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
27 Years
Current Role
Director - Institutional Equity Sales
Job Level
Mid-senior
Location
Greater Chicago Area, United States
Personality Overview

How Ed shows up

Requires Proof
Friendly But Slow
Curious But Skeptical

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions They are often friendly and nice, but can sometimes suprise you with their piercing questions

Priorities

Topics Ed cares about

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

Work history

6-2021
Director - Institutional Equity Sales
Raymond James
10-2019 - 6-2021
Director
Scotiabank Global Banking and Markets
5-2013 - 5-2019
Institutional Equity Research Sales
Citi
6-2006 - 1-2013
Executive Director Institutional Equity Sales
Oppenheimer & Co.
10-2004 - 6-2006
Institutional Equity Sales
ThinkEquity LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1990 - 1994
Bachelor of Arts
Princeton University
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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