Thomas A. Rogers,
CIM, FCSI, CFP, EPC
Investment Advisor to
Portfolio Investors
Peer Group Assesment
Summary of Opinions and Suggestions
by colleagues at time of relocation
 

ENNIS | SHEPELL
Industrial Psychologists
July 17,1979

To: Tom Rogers

From: Murdo MacKenzie, Relocation Counselor

Subject: References


We have talked to a number of your former supervisors, associates and friends about your interests, abilities, work performance and possible career direction.
 
All references have a warm feeling toward you. They like you and respect you as a person. They say that you are very intelligent are of excellent character, have a high degree of integrity, and a strong sense of loyalty and responsibility.
 
All references say that you are perceptive, have excellent analytical ability and have a creative approach to problem solving. You are highly motivated with a terrific drive to accomplish, and are hard working and persevering. Your work is complete -- that is with all the details attended to. You tend to be a perfectionist who "really studies situations".
 
You can work independently, willing to take responsibility, and able to carry it. You are frank and willing to speak up when the occasion demands it. You are good as a coordinator, checking out every aspect of a problem and making sure that the loose ends are tidied up.
 
You are seen as a very good technical analyst and as having a sound knowledge of banking, mutual funds, and investments.
 

On the negative side, there was comment that your priorities can get out of order on occasion. You are not as sensitive as you should be toward the overall priorities of the department, or your boss compared with the value or timing of the project you are working on.
 
It was noted that you had difficulty adapting to the structure and established procedures of a corporation after being an entrepreneur.
 
It was also noted that while you can be successful in selling ideas to associates, you have more difficulty in selling yourself.
 
Your forte is seen as being more on the analytical or support staff side rather than as a line manager. You are seen as being "too nice a guy", and as not having the need for power or dominance, nor sufficient political shrewdness often required of a senior line manager. Your style is to study a situation thoroughly before making a decision -- a line manager often has to be more of a risk taker -- basing decisions on the information available at the time.
 
NEEDS
 
You should develop better sensitivity to your superior's priorities as well as your own.
 
Improve your sense of when to back off on pushing an idea or approach that isn't selling well. If you are persuaded that the idea is a good one, you may want to try a different approach or different timing.
 
You have been working on developing your self-confidence and self-image. You have made progress and are encouraged to continue.
 
You function best in a work environment where superiors and associates are supportive.
 
You are too much of a perfectionist. People will accept less in the way of detail and examination of all alternatives.
 
PLACEMENT
 
You are perceived as having your best future as a senior analyst or project person in investment / banking / finance. Several referees feel that you could handle a management position equally well as a staff position in the right working environment.
 
You are also seen as having very good potential in technical market analysis.
 

Beech Shepell
& Partners Ltd.