Laetitia Boyle

Evaluator
DISC Type : dcs

Director - Business Development, Investment Banking at Raymond James

St. Petersburg, Florida, United States

Overview

Laetitia Boyle is a Director in Investment Banking at Raymond James, where she supports financial advisors and their business owner clients. A long-tenured leader at the firm, she was instrumental in building its Securities Based Lending platform. She is a graduate of Eckerd College and the Securities Industry Institute at Wharton.

Laetitia is deeply committed to her community and industry, serving as the Treasurer and board member for Ronald McDonald House Charities of Tampa Bay and as a trustee for the Securities Industry Institute. She and her husband have two children and enjoy playing golf together.

In 2021, Laetitia was recognized with the Tampa Bay Business Journals "40 under 40" award for her business success and community involvement.

Personality Overview

Hard To Convince

Fast But Analytical

Thorough Evaluator

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical  They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Topics They Care About

Investment Banking
Her current role focuses on supporting advisors and their clients by linking the firm's private wealth and institutional markets.
Securities Based Lending
She led the buildout of the entire Securities Based Lending platform and product at Raymond James, a significant career achievement.
Advisor Education
A consistent focus in her career has been educating financial advisors. She also serves as a trustee for the Securities Industry Institute.

Media Appearances

Laetitia has no verified media appearances

Work History

10-2024
Director - Business Development, Investment Banking at Raymond James
10-2021 - 10-2024
SVP, Head of Sales, Education & Engagement at Raymond James Bank
8-2018 - 10-2021
SVP, Head of Internal Sales & Consulting at Raymond James Bank
10-2011 - 8-2018
Senior Vice President, Head of Securities Based Lending at Raymond James Bank
6-2006 - 6-2007
Project Analyst - OPTIONS Rotational Development Program at Raymond James

Education

2002 - 2005
B.A. Summa Cum Laude from Eckerd College

More Information

Social Presence :

Prographics :

Exp : 15 Location : St. Petersburg, Florida, United States Job Level : Mid-senior Designation : Director - Business Development, Investment Banking at Raymond James
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Insights For Selling To Laetitia

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Keep a professional, business-like approach; especially if you tend to get informal quickly
  • Help them see both - the ‘big picture’ impact and the ROI of the investment

DONT's

  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Avoid self-deprecating references or general informality, it could decrease their trust in you

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Laetitia is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Laetitia

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Laetitia move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Laetitia take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Laetitia

Personality Compatibility


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