Barjes Angulo in

Barjes Angulo

Sharpshooter · DISC type CD
Financial Adviser at Eagle Strategies, LLC
📍 New York City Metropolitan 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.

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Experience
24 Years
Current Role
Financial Adviser
Location
New York City Metropolitan Area, United States
Personality Overview

How Barjes shows up

Thorough Evaluator
Fast But Analytical
ROI Driven

More than the product, they care about the impact of the product. They respond better to strong and respectful interactions. They like to move fast and expect the same from others.

Priorities

Topics Barjes cares about

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

Work history

1-2012 - 6-2022
Financial Adviser
Eagle Strategies, LLC
1-2001 - 6-2022
Founder and Financial Adviser
Angulo Strategies
2001 - 2004
Financial Consultant
AXA Advisors, LLC
5-1997 - 3-2000
Assistant Vice President
Citi
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1997 - 2007
Bachelor of Arts in Finance
Pace University
2020
altMBA42 Orca Cohort
altMBA
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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