Image of Ivan Cugel

Ivan Cugel

Financial Consultant @ Wells Fargo Advisors

Financial Consultant at Wells Fargo Advisors

Cleveland, Ohio

Ranked #272 out of 5,449 for Financial Consultant in Ohio

Section title

Ivan Cugel's Email Addresses & Phone Numbers

Ivan Cugel's Work Experience

Wells Fargo Advisors

Financial Consultant

Cleveland/Akron, Ohio Area

KeyBank

Senior Vice President / Senior Trust Officer

August 1999 to May 2013

Mayfield Heights, OH

Wells Fargo Advisors

Financial Advisor

Cleveland, OH

Ivan Cugel's Education

Cleveland State University

Bachelor of Business Administration (BBA), Finance, General

Baldwin Wallace University

Master of Business Administration (M.B.A.), International Business

Ivan Cugel's Professional Skills Radar Chart

Based on our findings, Ivan Cugel is ...

Resourceful
Motivational
Verbal

What's on Ivan Cugel's mind?

Based on our findings, Ivan Cugel is ...

44% Left Brained
56% Right Brained

Ivan Cugel's Estimated Salary Range

About Ivan Cugel's Current Company

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...

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

are curated by ContactOut on this page.

10x your recruitment & sales conversations

Contact over 200M professionals
instantly by email or phone. Reveal
personal & work email addresses, as
well as phone numbers accurately with
our ContactOut Chrome extension.

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

Open to opportunity?

There's 92% chance that Ivan Cugel is seeking for new opportunities

Ivan Cugel's Social Media Links

/company/w... /school/ba...
Engage candidates 10x faster

Enjoy unlimited access and discover candidates outside of LinkedIn

Trusted by 400K users from

76% of Fortune 500 companies

Microsoft Nestle PWC JP Morgan Merck Rackspace WarnerMedia Randstad Yelp Google

The most accurate data ever

CCPA Compliant
GDPA Aligned
150M Personal Emails
300M Work Emails
50M Direct Dials
200M Professional Profiles
30M Company Profiles

Hire Anyone, Anywhere
with ContactOut today

Making remote or global hires? We can help.

  • 50 contacts/month
  • Works on standard LinkedIn only
  • Work emails, personal emails, mobile numbers
* 1 user per company limit

No credit card required

Try ContactOut for Free