Jim Davison

Questioner
DISC Type : c

Retired at Retired

United States

Overview

Jim is a recently retired senior sales executive with extensive experience at firms like T. Rowe Price, BlackRock, and PIMCO. An astute leader, he is a Certified Investment Management Analyst specializing in ETF sales and portfolio construction. He began his distinguished career as a Naval Aviator.

Outside of his finance career, Jims experience as a Naval Aviator is a core part of his identity. Upon retiring, he shared a thoughtful post reflecting on his 45-year professional journey, emphasizing his appreciation for every moment and the lessons learned along the way.

He uniquely refers to himself as a "Recovering Naval Aviator. "

Personality Overview

Value Seeker

Price-Sensitive

Systematic

It is quite likely of them to ask for pricing or other concessions.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to do thorough analysis of any situation.

Topics They Care About

Naval Aviation
He prominently identifies as a “Recovering Naval Aviator” and lists the US Navy as a key interest, indicating his military service is a significant part of his life story.
ETF Strategies
His recent senior roles at T. Rowe Price and PIMCO were focused on ETF sales, showcasing deep expertise in this investment vehicle and its market strategies.
Portfolio Construction
A colleague recommendation highlights his “technical portfolio construction and risk management acumen” as a key professional strength.

Media Appearances

Jim has no verified media appearances

Work History

2-2026
Retired at Retired
4-2024 - 2-2026
Senior ETF Sales Specialist at T. Rowe Price
3-2016 - 10-2023
Relationship Manager - West Coast at DoubleLine Group LP
7-2012 - 1-2014
ETF Specialist at PIMCO
1-2001 - 2012
Director at BlackRock

Education

Education details unavailable from California State University, Chico

More Information

Social Presence :

Prographics :

Exp : 32 Location : United States Job Level : N/A Designation : Retired at Retired
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Insights For Selling To Jim

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Emphasise more on facts and measurable benefits
  • Share as much information as possible regarding your product

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Don’t try to be too friendly or informal with them
  • Avoid rushing them, be polite and patient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jim is

  • Ensuring that the product delivers ROI, cost-effective pricing and process compliance are very important for them.
  • Will you ever get a clear answer from Jim

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Jim move?

  • If they have the information that they need, they can move fast at making their decisions.
  • Can Jim take some risk or not?

  • They can take some risk if they are confident that they have analyzed the circumstances well.


You And Jim

Personality Compatibility


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