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John M.

Examiner · DISC type cs
Director- Head of Investor Relations at PFM
📍 Boston, Massachusetts, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
31 Years
Current Role
Director- Head of Investor Relations
Job Level
Mid-senior
Location
Boston, Massachusetts, United States
Personality Overview

How John shows up

Unexpressive
Overcautious
Tough To Convince

They are heavily focused on quality and prefer doing things the right way, even if it takes time. The only way to convince them is by showing them examples and ample proof. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Priorities

Topics John cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

7-2024
Director- Head of Investor Relations
PFM
11-2019
Director
PFM
11-2019 - 10-2024
Director, Municipal Investor Relations
PFM
1-2006 - 1-2018
Senior Research Analyst
Fidelity Investments
6-1999 - 1-2005
Senior Trader
Fidelity Investments
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1988 - 1991
MS
Adelphi University
1984 - 1988
Bachelor's degree
Baruch College
Social presence
in
Behavioral profile

DISC profile (public)

c

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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