Lindsay Patrick

Critic
DISC Type : C

Chief Strategy & Innovation Officer at RBC Capital Markets

Greater Toronto Area, Canada

Overview

Lindsay has no verified overview

Personality Overview

Objective Thinker

Negotiator

ROI Driven

Unless the value is proven by data, they are unlikely to value fancy features.  They like to do things independently and don’t look for support from others. They choose to analyze logically and value facts to emotions.

Topics They Care About

Lindsay has no verified topics they care about

Media Appearances

Lindsay has no verified media appearances

Work History

5-2025
Chief Strategy & Innovation Officer at RBC Capital Markets
1-2024 - 5-2025
Head, Strategy, Marketing & Sustainability at RBC Capital Markets
11-2020 - 1-2024
Head, Strategic Initiatives & ESG at RBC Capital Markets
1-2019 - 11-2020
Managing Director & Head, Sustainable Finance at RBC Capital Markets
9-2016 - 12-2018
Director Global ETF Strategy at RBC Capital Markets

Education

2000 - 2002
Master of Business Administration (MBA) from The Wharton School
1993 - 1997
Bachelor of Business Administration (B.B.A.) from Bishop's University

More Information

Social Presence :

Prographics :

Exp : 20 Location : Greater Toronto Area, Canada Job Level : Leadership Designation : Chief Strategy & Innovation Officer at RBC Capital Markets

Interested in

Sports

Soccer, Bishop's Women's Varsity Soccer team, Bishop's Women's Field Hockey Team, Field Hockey

Health & Outdoor

China, Trekking to the Himalayas, Global Immersion Project

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Insights For Selling To Lindsay

During A Call Or A Meeting

DO's

  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.
  • Be ready for penetrating questions and critical examination of your pitch
  • Be formal and objective, they will appreciate it more

DONT's

  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Do not use very emotional or colorful language
  • Make extra effort to not seem pushy or confrontational

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lindsay is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Lindsay

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Lindsay move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Lindsay take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Lindsay

Personality Compatibility


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