Thomas A. Rogers,
CIM, FCSI, CFP, EPC
Investment Advisor to
Portfolio Investors
Summary and Conclusions of Apptitude Appraisal performed upon relocation to become an Investment Advisor
 

ENNIS | SHEPELL
Industrial Psychologists
July 24,1979

RESULTS OF PSYCHOLOGICAL APPRAISAL
prepared for, Thomas A. Rogers

A. Abilities and Aptitudes

A series of ability and aptitude tests indicate that you have a level of general problem-solving ability comparable to that of a superior university graduate in specialized programs such as Business Administration and Engineering. Compared with senior level executives in business management you are at the above average level. You are a quick thinker who is able to perceptively see the whole picture easily.
 
You have unusually strong analytical skills. On a test of critical thinking, assessing your ability to analyze complex problems similar to those at the senior management level, you compared at a superior range in comparison with a group of senior level managers and executives. You are able to weigh pros and cons clearly. You can look at problem situations and identify the relevant parameters objectively. As well, you usually end up with a sound decision.
 
You also have a high linguistic aptitude. You are able to work with words and word ideas skilfully. You are able to conceptualize issues and deal with the larger picture with ease. As well, you are able to translate your ideas into expressions that others understand. You can be "lofty" at times. However, this does not mean that you are incorrect, but what it does mean is that you may have to rephrase your ideas so that others may understand.
 
Your logic is strong. You are able to present your ideas in a logical and sequential manner. You can negotiate, you can organize and you are able to proceed in an orderly manner.
 
However, your abstract reasoning skills are only at a solid average level. This skill area is related to longer term planning and dealing with future events and ambiguous situations. Also, your number skills is at a solid average level in comparison with people who pursue finance related careers. In many ways, you are more an idea person than you are a number person.
 
Results of this assessment also indicate that your people skills are variable. You work best with others at a peer and team level than with subordinates. As well, you work better with clients as a consultant rather than as a manager.
 
Although you subscribe to a belief in subordinates and you have a strong sensitivity to others including being cooperative and benevolent, you do not have a strong understanding of supervisory practices in terms of motivating and being task oriented. You are more a person who brainstorms, deals with ideas and concepts and "turns others on" who are equally bright, at the same level as you are, and equally technically knowledgeable. We see you more in project and technical analysis work than in general management.
 
B. Work Interests and Career Orientation
 
We compared your interests with a large group of people in a number of different occupational areas. You are most similar to people who have evolved careers in science, including manufacturing, mechanical activities and engineering. You are also similar to people who have evolved careers in Business Administration, especially those involving public relations, public speaking, and consulting. Other areas of interest include music and religious activities.
 
As we see it, you have a wide range of interests. You will need to be in work where there is considerable variety. You will also need to be in work where there is tremendous room for creativity, brainstorming and dealing with the larger issues including theory and philosophy. In many ways, you should be in a job where you serve as the theorist and conceptualizer for those who need to be practical.
 
Furthermore, you need to be in a position where you work with others at a peer level or at a consulting level. Also, you are the type of person who requires a lot of support and encouragement from others. Make sure you stay away from "cold" work situations and people contact. You cannot handle areas where there is too much repetitive work. However, you can handle areas where there is a lot of interesting and changing scenarios.
 
We have already referred to project and technical analysis work. We also recommend considering financial consultation where a certain amount of statistics and investment analysis is required. This would draw on the financial experience that you have accumulated to-date.
 
Warren Shepell,
ENNIS | SHEPELL
Industrial Psychologists
 
Extract from the full report
available upon request