Anthony Panuccio in

Anthony Panuccio

Examiner · DISC type cs
Managing Director at Crescent Wealth Management
📍 Greenville-Spartanburg-Anderson, South Carolina Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
24 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
Greenville-Spartanburg-Anderson, South Carolina Area, United States
Personality Overview

How Anthony shows up

Tough To Convince
Unexpressive
Process Oriented

They are quite aware of their needs and limitations, so they are unlikely to over-promise. They are heavily focused on quality and prefer doing things the right way, even if it takes time. Being observant comes to them naturally.

Priorities

Topics Anthony cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2-2022
Managing Director
Crescent Wealth Management
2-2013 - 3-2022
Managing Director
Raymond James
5-2007 - 2-2013
Managing Director
Mogan Keegan & Co.
1-2002 - 5-2007
First Vice President
UBS Financial Services Inc.
First Vice President
J.C. Bradford & Co.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor of Science - BS
Clemson University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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