John Cole, CRPC™ in

John Cole, CRPC™

Visionary · DISC type Ds
Financial Advisor, Vice President at Merrill Lynch Wealth Management
📍 Greenwood Village, Colorado, 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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Current Role
Financial Advisor, Vice President
Location
Greenwood Village, Colorado, United States
Personality Overview

How John shows up

Fast But Thoughtful
Risk Tolerant
Objective Evaluator

They exhibit a rare combination of being result-oriented but patient at the same time. They might take some time to make their mind up but once they do, they don't change it easily. Reading between the lines and seeing beyond your words comes naturally to them.

Priorities

Topics John cares about

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

Work history

3-2022
Financial Advisor, Vice President
Merrill Lynch Wealth Management
8-2015 - 3-2022
Financial Advisor
Edward Jones
4-2012 - 12-2014
VP of Sales - Western Region
Sunquest Information Systems
5-2011 - 3-2012
Sales Director
Torrey Point Inc.
3-2007 - 12-2010
Vice President & GM - Asia
Bytemobile Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1983 - 1986
Bachelor's Degree
University of Portland
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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