For Professionals

Pick your region

Search Profiles by Job Title

ENGLISH IN

ENGLISH UK

Deutsh

Español

Français (canada)

Français (france)

italiano

polski

português (brasil)

Login

Edit My Profile

Sign Out

My Account

Skills

Location

School

Company

Name

Search By

Contact Us

Terms of Use

Blog

Accessibility

Privacy Policy

Fraud Awareness

Cookie Policy

About Us

Sitemap

Do Not Sell or Share My Personal Information

All Regions

Bold.pro

Facebook

Instagram

Youtube

Pinterest

What is a Bold Profile?

Job Title

How to Search by

For Employers

Financial Advisor

Photo

Contact

Summary

Overview

Experience

Education and Training

Certifications

Activities and Honors

Accomplishments

Timeline

Tell them why you're reaching out:

I am contacting you because * :

I am contacting you to:

Edit basic information displayed on your Profile

Contact Info

Don't wait! With a free professional profile on Bold.pro you can:

Check your email for submission confirmation and future notifications.

The person you’re trying to reach has disabled the Contact Request option

Contact request cannot be submitted

Success!

Your request is on the way!

Cast a wider net to find even more talent for your team. Start by exploring these profiles.

Cast a wider net to find even more talent for your team. Explore more profiles to find your next great hire.

Cast a wider net and connect with like-minded professionals. Start by exploring these profiles.

Cast a wider net and connect with like-minded professionals. Explore more profiles to grow your network.

You might have mistyped the address or the page has moved.

If you got there from another site, we'd appreciate if you

The Bold Profile you're looking for is no longer available.

We've integrated with our largest Resume Building website, MyPerfectResume, to help you build a professional Bold Profile. Once finished, your Profile will appear on Bold.pro.

You will be redirected from Bold.pro to MyPerfectResume

Associate Principal Engineer

Use our expert recommendations below to get started.

Tell us about your accomplishments

Add anything else you want to know.

Additional information

What are your affiliations?

Select time slots on the calendar below

When are you available to work?

Fill out this section or it will be deleted

This section can't be empty

What skills would you like to highlight?

Showcase your certifications.

What certifications do you have?

Tell us about your {sectionName}

What interests do you have?

What languages do you know?

Focus on your years of experience or amount of courses you have completed.

Showcase your career overview

Highlight your full skillset on your Bold Profile

Show your skills

What software skills do you have?

Briefly tell us about your background

Share your contact information with {name}

See my work availability

Availability

Available

University Overview

Job overview

Hi, I’m

Not Available

If you plan to reach out about a job, feel free to let me know so I don't miss your message.

Bold Profiles Footer Logo

Bold Profiles

By filling out this form, you consent to being contacted and agree to our

Desired Job Title

Work Preference

WORK PREFERENCE

Job Search Status

Location Preference

Important To Me

Work Location

Work Type

Dynamic Financial Advisor with a proven track record at an Independent Practice, specializing in customized financial planning and client retention. Expert in retirement strategies and relationship building. consistently exceed client expectations, guiding them towards their financial goals while expanding my network through innovative marketing initiatives.

Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills. Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Over 10 years of success supporting client financial goals through astute investment guidance. Focused Financial Advisor handles wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understanding of marketing and sales strategies driving business growth. Experienced Financial Advisor bringing expertise in tax law, mutual funds and education planning. Resourceful, hardworking and passionately dedicated to satisfying customers. Student pursuing and seeks internship opportunity to gain hands-on experience. Outgoing and friendly with strong motivation for success.

Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Handles wide range of financial needs, from retirement planning to insurance decisions with clients of all levels and backgrounds.

I am currently employed in the role of a data subject request and complaints administrator on the complaints team in a fast pace office. Before this I was employed with the same office as a financial advisor. I have my full degree level 7 APA's in banking and financial advising with the IOB. I have been working in a fast office environments for 6years now in a busy call centre in an administrative,telecommunication, customer service role where I handled the payment and flow of money. I am currently now working in the complaints/DSAR department of an office where I log, investigate and resolve complaints and I also gather data subject files dealing with legal and confidential files and send them out the clients at their r request. We use Microsoft applications on the regular and I have previously done a Microsoft specialist course to become fully trained in using them. I have an excellent understanding of GDPR and am very hardworking. I have a passion for working in a an office environment. I am driven to learn new things and exceed expectations. Highly energetic and eager to meet customer needs with knowledgeable support. Possess strong communication, relationship building and profolio abilities.

Seasoned personal financial advisor with solid experience in developing personalized financial plans, investment strategies, and wealth management solutions. Skilled in client needs assessment, financial analysis, and portfolio management to optimize asset growth and minimize risk. Demonstrated ability to foster trusting relationships with clients, leading to sustained engagement and achievement of individual financial goals. Committed to continuous learning and staying abreast of market trends to provide informed advice.

John Stitzel III

Summary

Overview

Work History

Financial Advisor

General Manager

Education

BBA -

Skills

Certification

Affiliations

Accomplishments

Timeline

Financial Advisor

General Manager

BBA -

Similar Profiles

Maria Knight-SuttonMaria Knight-Sutton

Razia SultanaRazia Sultana

James ConcannonJames Concannon

Sheila WalshSheila Walsh

Andrew KleinAndrew Klein