Stephen J Pandullo, CFP®, RICP®, ChFC®, WMCP® in

Stephen J Pandullo, CFP®, RICP®, ChFC®, WMCP®

Questioner · DISC type c
Vice President, Relationship Management / Wholesaler IMO Channel at Talcott Financial Group
📍 West Des Moines, Iowa, 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
12 Years
Current Role
Vice President, Relationship Management / Wholesaler IMO Channel
Job Level
Senior
Location
West Des Moines, Iowa, United States
Personality Overview

How Stephen shows up

Cautious & Analytical
Value Seeker
Not Easily Convinced

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. It is quite likely of them to ask for pricing or other concessions. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Priorities

Topics Stephen cares about

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

Work history

8-2025
Vice President, Relationship Management / Wholesaler IMO Channel
Talcott Financial Group
2-2020 - 8-2025
Vice President, Relationship Manager / Wholesaler IMO Channel
Athene
7-2017 - 4-2020
Regional Vice President / Wholesaler Independent Broker Dealer Channel
Athene
7-2015 - 7-2017
Director, Relationship Manager / Wholesaler IMO Channel
Athene
1-2012 - 3-2014
Internal Wholesaler
Sammons Retirement Solutions
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
BS 2002
Iowa State University - Ivy College of Business
Associate of Arts (AA) 1998
Indian Hills Community College
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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