Ivan Cugel
Financial Consultant @ Wells Fargo Advisors
Financial Consultant at Wells Fargo Advisors
Cleveland, Ohio
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About Ivan Cugel's Current Company
Wells Fargo AdvisorsWe offer a wide range of financial services, from helping clients select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market strategists -- We help clients make informed investment decisions based on their specific needs. Wells Fargo Advisors is a trade name... We offer a wide range of financial services, from helping clients select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market strategists -- We help clients make informed investment decisions based on their specific needs. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC
Frequently Asked Questions about Ivan Cugel
What company does Ivan Cugel work for?
Ivan Cugel works for Wells Fargo Advisors
What is Ivan Cugel's role at Wells Fargo Advisors?
Ivan Cugel is Financial Consultant
What is Ivan Cugel's personal email address?
Ivan Cugel's personal email address is iv****[email protected]
What is Ivan Cugel's business email address?
Ivan Cugel's business email address is i****[email protected]
What is Ivan Cugel's Phone Number?
Ivan Cugel's phone (216) ***-*406
What industry does Ivan Cugel work in?
Ivan Cugel works in the Financial Services industry.
About Ivan Cugel
đź“– Summary
Financial Consultant @ Wells Fargo Advisors We offer a wide range of financial services, from helping clients select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market strategists -- We help clients make informed investment decisions based on their specific needs. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC Cleveland/Akron, Ohio AreaSenior Vice President / Senior Trust Officer @ KeyBank Served as wealth services advisor to high net worth individuals, families, endowments and private foundations. Coordinated delivery of wealth management services through a team of local experts in various disciplines of wealth management and provided ongoing assessment of clients’ financial needs. Promoted organization’s wealth advisory services to outside centers of influence. Solely developed and retained significant client base in Ashtabula County. Served four years on Key Bank Community Advisory Board in Ashtabula County.Achievements and Recognition for New Business and Sales Performance• High Performers Club 2008• Presidents Club 2007• Achievers Club 2005• 1Key award winner for cross-selling achievements in 2004• Ranked first nationally among trust administrators for new business sold in 2003• Awarded title of Peak Performer and President’s Council member from 2000 through 2004 From August 1999 to May 2013 (13 years 10 months) Mayfield Heights, OHFinancial Advisor @ Wells Fargo Advisors I offer a wide range of financial services, from helping clients select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market strategists -- I help clients make informed investment decisions based on their specific needs. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC Cleveland, OH
Ivan Cugel’s Personal Email Address, Business Email, and Phone Number
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In a nutshell
Ivan Cugel's Personality Type
Extraversion (E), Sensing (S), Thinking (T), Perceiving (P)
Average Tenure
13 year(s), 10 month(s)
Ivan Cugel's Willingness to Change Jobs
Unlikely
Likely
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There's 92% chance that Ivan Cugel is seeking for new opportunities
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