Patricia MacDonald

Questioner
DISC Type : c

Senior Vice President, Private Banker at First Citizens Bank

Boston, Massachusetts, United States

Overview

Patricia has no verified overview

Personality Overview

Cautious & Analytical

Not Easily Convinced

Price-Sensitive

They are more likely than others to negotiate on pricing and terms.  While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

Topics They Care About

Patricia has no verified topics they care about

Media Appearances

Patricia has no verified media appearances

Work History

2-2024
Senior Vice President, Private Banker at First Citizens Bank
8-2018 - 6-2023
Senior Managing Director at First Republic Bank
4-2003 - 8-2018
Managing Director at First Republic Bank
6-1993 - 5-2003
Vice President at Mellon Financial
1990 - 1993
Sr. Vice President/Sr. Credit Policy Officer at Barnett Bank

Education

1984 - 1987
BA from Providence College
Executive Education Program; 2018 & 2020 from The Wharton School

More Information

Social Presence :

Prographics :

Exp : 37 Location : Boston, Massachusetts, United States Job Level : Leadership Designation : Senior Vice President, Private Banker at First Citizens Bank
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Insights For Selling To Patricia

During A Call Or A Meeting

DO's

  • Share as much information as possible regarding your product
  • If you have a lower priced product compared to the competition, call out the same
  • Tell them that you will come back if you don’t have a good answer for a question

DONT's

  • Don’t overhype the product/pitch, keep it measured
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patricia is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from Patricia

  • 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 Patricia move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can Patricia take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And Patricia

Personality Compatibility


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