Patrick Sullivan, CFA in

Patrick Sullivan, CFA

Critic · DISC type C
Director of Product, Institutional & Wealth at PICTON Investments
📍 Greater Montreal Metropolitan Area, Canada

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
26 Years
Current Role
Director of Product, Institutional & Wealth
Job Level
Mid-senior
Location
Greater Montreal Metropolitan Area, Canada
Personality Overview

How Patrick shows up

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.

Priorities

Topics Patrick cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

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

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1999 - 2002
CFA charter
CFA Institute (obtained CFA Charter)
1994 - 1997
B. Comm
Concordia University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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