Pablo Cardoso, CRPC™ in

Pablo Cardoso, CRPC™

Critic · DISC type C
Financial Solutions Advisor at Bank of America Merrill Lynch
📍 Clinton, New Jersey, 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
23 Years
Current Role
Financial Solutions Advisor
Location
Clinton, New Jersey, United States
Personality Overview

How Pablo shows up

Precise
Critic
Negotiator

They like to take decisions independently and do not seek others' support often. It is very likely that they will negotiate pricing or other important terms. They prefer to analyze logically and value objective facts over emotions.

Priorities

Topics Pablo cares about

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

Work history

7-2022
Financial Solutions Advisor
Bank of America Merrill Lynch
4-2019 - 7-2022
Sr Relationship Banker
Santander Bank, N.A.
2-2017 - 12-2018
Relationship Banker
Chase
5-2013 - 2-2017
Branch Manager
PNC
11-2011 - 5-2013
Assistant Branch Manager
PNC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2001 - 2003
Bachelor of Science (B.S.)
Kean 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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