Patrick Newton, CFA

Energizer
DISC Type : I

Portfolio Manager at Polar Asset Management Partners Inc.

Denver, Colorado, United States

Overview

Patrick has no verified overview

Personality Overview

Relationship Oriented

Enthusiastic

Big Picture Person

They are always positive and upbeat, so take their promises with a pinch of salt.  They are really good at seeing what the long-term impacts of their decisions could be. They are friendly, approachable and love to make new connections.

Topics They Care About

Patrick has no verified topics they care about

Media Appearances

Patrick has no verified media appearances

Work History

4-2024
Portfolio Manager at Polar Asset Management Partners Inc.
4-2022 - 4-2024
Sector Head at Polar Asset Management Partners Inc.
5-2018 - 4-2022
Analyst at Polar Asset Management Partners Inc.
6-2011 - 5-2018
Managing Director - Applied Technologies at Stifel Financial Corp.
11-2009 - 5-2011
Vice President - Semiconductors at Stifel Financial Corp.

Education

2000 - 2003
Bachelor's Degree from Colorado State University

More Information

Social Presence :

Prographics :

Exp : 22 Location : Denver, Colorado, United States Job Level : Middle Designation : Portfolio Manager at Polar Asset Management Partners Inc.
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Insights For Selling To Patrick

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Do some small talk, ask them how things are going on their side
  • Speak enthusiastically with energy, maintain a clear and confident tone

DONT's

  • Don’t be excessively objective, be a storyteller
  • Avoid cutting into their flow
  • Avoid overloading them with too much detail

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patrick is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Patrick

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Patrick move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Patrick take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Patrick

Personality Compatibility


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