Patrick Sullivan, CFA

Critic
DISC Type : C

Director of Product, Institutional & Wealth at PICTON Investments

Greater Montreal Metropolitan Area, Canada

Overview

Patrick has no verified overview

Personality Overview

Negotiator

Objective Thinker

Critic

Unless the value is proven by data, they are unlikely to value fancy features.  They like to take decisions independently and do not seek others' support often. It is very likely that they will negotiate pricing or other important terms.

Topics They Care About

Patrick has no verified topics they care about

Media Appearances

Patrick has no verified media appearances

Work History

1-2023
Director of Product, Institutional & Wealth at PICTON Investments
4-2019 - 1-2023
Product Manager, Institutional & Retail at PICTON Investments
10-2013 - 3-2019
Marketing Manager, Investment Solutions at Manulife
12-2002 - 9-2013
Manager at CIBC Asset Management
3-2000 - 3-2002
Senior Supervisor at Office of the Superintendent of Financial Institutions of Canada

Education

1999 - 2002
CFA charter from CFA Institute (obtained CFA Charter)
1994 - 1997
B. Comm from Concordia University

More Information

Social Presence :

Prographics :

Exp : 26 Location : Greater Montreal Metropolitan Area, Canada Job Level : Mid-senior Designation : Director of Product, Institutional & Wealth at PICTON Investments
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Insights For Selling To Patrick

During A Call Or A Meeting

DO's

  • Tell them what ROI they can expect
  • Don’t forget to mention how you compare to competition on both features and pricing
  • Use phrases like ‘expect X% improvement’, ‘data clearly shows’ etc.

DONT's

  • Avoid phrases like ‘trust me’, ‘others just love’ etc.
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don’t rush them till they have clearly gotten all the necessary information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Patrick is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from Patrick

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will Patrick move?

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

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

You And Patrick

Personality Compatibility


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