Patrick Donaldson

Observer
DISC Type : ci

Senior Counsel at Ameriprise Financial Services, LLC.

Rockville, Maryland, United States

Overview

Patrick has no verified overview

Personality Overview

Curious

Assertive

Example Seeker

They ask a lot of questions and rely heavily on information and collaterals.  They are generally good communicators and can be hard to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Patrick has no verified topics they care about

Media Appearances

Patrick has no verified media appearances

Work History

3-2020
Senior Counsel at Ameriprise Financial Services, LLC.
3-2011 - 11-2018
Attorney at U.S. Federal Government
3-2011 - 11-2018
Legal Advisor at U.S. Department of Homeland Security, Immigration and Customs Enforcement
2-2010 - 2-2011
Legal Intern at Senate Subcommittee on Oversight of Government Management, the Federal Workforce and D.C.
2-2010 - 2-2011
Legal Intern at U.S. Senate, Subcommittee on Oversight of Government Management

Education

5-2008 - 5-2009
Master of Laws - LLM from American University Washington College of Law
2008 - 2009
LL.M. from American University Washington College of Law

More Information

Social Presence :

Prographics :

Exp : 14 Location : Rockville, Maryland, United States Job Level : N/A Designation : Senior Counsel at Ameriprise Financial Services, LLC.
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Insights For Selling To Patrick

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Help them understand the risk aspect fully while inspiring confidence
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t brush off any concerns, take all questions seriously
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patrick is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Patrick

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Patrick move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Patrick take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Patrick

Personality Compatibility


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