James McDonald

Energizer
DISC Type : I

UK Investment Counsellor at Fisher Investments

Camas, Washington, United States

Overview

James McDonald is a UK Investment Counsellor at Fisher Investments, focused on helping clients achieve their financial goals. His background includes various investment management roles at Wells Fargo Private Bank and an education from the University of Minnesota Duluth, complemented by a Series 65 certification.

A self-described life-long learner, James is passionate about his professional development. His foundational coursework in Applied Portfolio Management and Business Communications reflects his dedication to mastering the nuances of finance and client relations, which has been a consistent theme throughout his career.

While at university, he gained early hands-on experience as an Equity Research Analyst for the Materials Sector at The Bulldog Fund, LLC.

Personality Overview

Big Picture Person

Believer

Full Of Energy

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They excel at seeing the bigger picture, and the long-term impact of their decisions. They are naturally enthusiastic, so take their promise with a pinch of salt.

Topics They Care About

Investment Counselling
His current role at Fisher Investments is dedicated to advising clients, directly aligning with his stated passion for helping people with their finances.
Portfolio Management
Based on his coursework in Applied Portfolio Management and prior specialist roles at Wells Fargo Private Bank.
Equity Research
Gained direct experience as an Equity Research Analyst for The Bulldog Fund, LLC during his time at university.

Media Appearances

James has no verified media appearances

Work History

11-2021
UK Investment Counsellor at Fisher Investments
12-2019 - 11-2021
Investment Management Specialist at Wells Fargo Private Bank
7-2018 - 12-2019
Senior Investment & Fiduciary Services Associate at Wells Fargo Private Bank
7-2016 - 7-2018
Investment and Fiduciary Services Associate at Wells Fargo Private Bank
3-2015 - 5-2016
Equity Research Analyst - Materials Sector at The Bulldog Fund, LLC

Education

2014 - 2016
Bachelor's Degree from University of Minnesota Duluth
2013 - 2014
Transfer Coursework from Normandale Community College

More Information

Social Presence :

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Exp : 10 Location : Camas, Washington, United States Job Level : N/A Designation : UK Investment Counsellor at Fisher Investments
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Insights For Selling To James

During A Call Or A Meeting

DO's

  • Talk anecdotally about the customer experience that your product offers
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Invite them for a lunch or a drink/coffee

DONT's

  • Avoid overloading them with too much detail
  • Don’t assume a yes just because they have not said no
  • Don’t be too formal, focus on building comfort and trust

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with James is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from James

  • They are unlikely to 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 fastest decision makers, their friendly approach can give false positive signals.
  • Can James take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And James

Personality Compatibility


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