Miguel Rodriguez Marquez, CRPC™ in

Miguel Rodriguez Marquez, CRPC™

Critic · DISC type C
Financial Advisor at Merrill Lynch Wealth Management
📍 Chicago, Illinois, 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
9 Years
Current Role
Financial Advisor
Location
Chicago, Illinois, United States
Personality Overview

How Miguel shows up

Negotiator
Critic
Precise

They enjoy working alone and do not rely on others very often. They are quite likely to negotiate on pricing or other key terms. They don’t appreciate bells and whistles unless backed by data.

Priorities

Topics Miguel cares about

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

Work history

7-2018
Financial Advisor
Merrill Lynch Wealth Management
9-2017 - 3-2018
Investment Operations Associate
Valmark Financial Group
5-2017 - 8-2017
Transcon Agent
Expeditors
1-2014 - 12-2016
President & Marketing Officer
Enactus
6-2015 - 8-2015
Marketing Analyst
Integra Marketing Group
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2013 - 2017
Bachelor's Degree
Malone 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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