Patrick Sullivan, CFA in

Patrick Sullivan, CFA

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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.

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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

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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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)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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