James Macdonald

Energizer
DISC Type : I

Retired at Retired

Leland, North Carolina, United States

Overview

James Macdonald is a retired Managing Director from JPMorgan Chase, where he spent 23 years in Internal Audit. He was the global lead for the Investment & Corporate Bank and J. P. Morgan Payments audit teams. His extensive career also includes senior audit positions at Deutsche Bank and Barclays. He is a Certified Information Systems Auditor (CISA).

As the former Audit lead for JPMorgans Plano location, James has strong ties to the Dallas-Fort Worth area. Although now retired, his long career in finance and technology audit across London and the US reflects deep international experience.

Unique fact: At JPMorgan, he led diverse global audit teams, spanning from Investment Banking Operations and Technology to Asset and Wealth Management Technology.

Personality Overview

Relationship Oriented

Imaginative

Believer

They are really good at seeing what the long-term impacts of their decisions could be.  They are not always early adopters but can be pursuaded by leveraging strong relationships. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Topics They Care About

Global Audit Strategy
He led global audit teams for major divisions at JPMorgan, including the Corporate and Investment Bank, Payments, and Technology, demonstrating deep expertise in large-scale audit management.
Financial Services Risk
His career centered on managing audit functions for systemically important financial institutions like JPMorgan, Deutsche Bank, and Barclays, focusing on risk and controls.
Fintech and Payments
As the global audit lead for J. P. Morgan Payments, he has direct experience with the complex risk environment of modern payment systems and financial technology.

Media Appearances

James has no verified media appearances

Work History

6-2023
Retired at Retired
1-2011 - 7-2023
Senior Audit Manager Corporate and Investment Banking at JPMorgan
1-2009 - 1-2011
Global Head of IT Audit, Treasury and Securities Services at JPMorgan
1-2006 - 1-2009
Global Head of Asset and Wealth Management IT Audit at JPMorgan
6-1999 - 12-1999
VP Technology Audit at Deutsche Bank

Education

James has no verified education history

More Information

Social Presence :

Prographics :

Exp : 29 Location : Leland, North Carolina, United States Job Level : N/A Designation : Retired at Retired
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Share some stories about how you you have helped people in similar positions succeed
  • Talk about their team and how your product will help them do things better and easier
  • Talk anecdotally about the customer experience that your product offers

DONT's

  • Don’t be excessively objective, be a storyteller
  • Don’t push them to make a decision too fast, let them get comfortable first
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from James

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will James move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can James take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And James

Personality Compatibility


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