James Budd

Observer
DISC Type : ci

ETF Product Strategist, National Accounts at State Street Investment Management

Northport, New York, United States

Overview

James Budd is an ETF Product Strategist and Assistant Vice President on the National Accounts team at State Street Global Advisors. He is responsible for creating market research and generating investment themes for SPDR ETF products. He holds Series 7 and 63 licenses and earned a BA from Binghamton University.

Outside of his finance career, James has a significant background in public service, having worked for the Town of East Hampton as an Ocean Lifeguard, rising to the rank of Lieutenant. During his time at Binghamton University, he was a member of the Chi Phi fraternity.

Unique fact: He was a Lieutenant in charge of supervising ocean and bay beaches in Amagansett and Montauk.

Personality Overview

Assertive

Example Seeker

Curious

They ask a lot of questions and rely heavily on information and collaterals.  They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

ETF Strategy
As a strategist, he develops and curates market research and investment themes for SPDR ETFs to support key client relationships.
Institutional Sales
His previous role as Director of Research Sales at ETF Global focused on providing outsourced ETF research solutions for institutional clients.
Data-Driven Insights
He is a diligent researcher with strong data analytics skills, focused on generating tactical and strategic investment themes for national accounts.

Media Appearances

James has no verified media appearances

Work History

9-2022
ETF Product Strategist, National Accounts at State Street Investment Management
9-2017 - 9-2022
Director of Research Sales at ETF Global
6-2010 - 9-2016
Ocean Lifeguard - Lieutenant at Town of East Hampton

Education

BA from Binghamton University

More Information

Social Presence :

Prographics :

Exp : 14 Location : Northport, New York, United States Job Level : Junior Designation : ETF Product Strategist, National Accounts at State Street Investment Management
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Help them realize that there is no personal risk in making this decision
  • Ask them questions to understand their needs better while staying affable
  • Help them understand the risk aspect fully while inspiring confidence

DONT's

  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t brush off any concerns, take all questions seriously
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from James

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will James move?

  • They like to analyze well and then make their decisions.
  • Can James take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And James

Personality Compatibility


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