Jamie Mackay, CRPC
Questioner · DISC type cJamie Mackay serves as the President and Chief Operating Officer at SFA Partners, where he has progressed through roles including Executive Vice President. A graduate of the University of Connecticut School of Business, he holds the Chartered Retirement Planning Counselor (CRPC) designation and has previous experience with Transamerica and Allianz Life.
He is an active alumnus of the University of Connecticut. Based on his strong ties to the university, he is likely a supporter of their athletic programs and maintains a connection to the school community.
He has authored articles for industry publications like AdvisorHub, sharing his perspective on what drives long-term growth for financial advisors.
Read the full overview →How Jamie shows up
They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. It is quite likely of them to ask for pricing or other concessions. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.
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Work history
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DISC profile (public)
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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