John Morabito

Inspirer
DISC Type : di

Portfolio Manager at RBC Wealth Management

Atlanta, Georgia, United States

Overview

John is a Senior Vice President and Portfolio Manager at RBC Wealth Management in Atlanta, where he leads The Morabito Wealth Management Group. He holds CPWA® and CRPS® designations and has an educational background from James Madison University and Cornell. His career includes a successful tenure at Merrill Lynch.

Outside of finance, John is deeply involved in his community, serving on the boards for Atlanta-based organizations like Sheltering Arms and Hands On Atlanta. He has a passion for baseball, particularly the St. Louis Cardinals, and enjoys championing the work of other talented professionals in his network.

Before his career in wealth management, John was the Executive VP of Sales & Marketing for Saratoga Beverage Group, helping grow the company from zero to over $160M and an IPO.

Personality Overview

Generous

Fast Adopter

Confident & Optimistic

They usually prefer to drive the conversation.  They respond well to objective pitches but also attach some value to relationships. They measure a product on its merit but can be influenced by strong testimonials.

Topics They Care About

Wealth Management
Leads his own group at RBC Wealth Management and holds the Certified Private Wealth Advisor® and Chartered Retirement Plans Specialist® designations.
Atlanta Community
Demonstrates a strong commitment to his local community by serving as a board member for non-profits like Sheltering Arms and Hands On Atlanta.
Beverage Industry
Has extensive executive experience, having been a partner at Saratoga Beverage Group and a Division VP at spirits company Rémy Cointreau.

Media Appearances

John has no verified media appearances

Work History

11-2019
Portfolio Manager at RBC Wealth Management
3-2018
Senior Vice President at RBC Wealth Management
3-2018
Senior Vice President at Merrill Lynch
1-1999 - 7-2001
E.V.P/partner at Saratoga Beverage Group
Division VP at Rémy Cointreau

Education

1977 - 1981
BS from James Madison University
1996 - 1996
Executive Education Certificate from Cornell Johnson Graduate School of Management

More Information

Social Presence :

Prographics :

Exp : 10 Location : Atlanta, Georgia, United States Job Level : Middle Designation : Portfolio Manager at RBC Wealth Management
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Insights For Selling To John

During A Call Or A Meeting

DO's

  • Look like someone who is on top of their game
  • Acknowledge their status and position during the conversation
  • Refer to testimonials from well known people to highlight the value of your product

DONT's

  • Avoid focusing only on the product or its ROI, keep building trust subtly
  • Don't be unorganized, be prepared for the pitch
  • Don’t be too verbose or overly friendly; a little bit, however, is fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with John is

  • Product value plays a big role, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from John

  • If they do not firmly believe in you, they will refuse without hesitation.

Insights For Deal Planning

    How fast (or slow) will John move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can John take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And John

Personality Compatibility


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