Steven Appell in

Steven Appell

Inspirer · DISC type id
Fifth Third Bank , Senior Family Wealth Advisor / Institutional Services Consultant at UHNW Family Wealth Advisors / Fifth Third Bank Institutional Services
📍 Greater Chicago 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.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
43 Years
Current Role
Fifth Third Bank , Senior Family Wealth Advisor / Institutional Services Consultant
Job Level
Senior
Location
Greater Chicago Area, United States
Personality Overview

How Steven shows up

Confident & Optimistic
Achievment Oriented
Generous

They usually prefer to drive the conversation. They respond well to objective pitches but also attach some value to relationships. They measure a product on its merit but can be influenced by strong testimonials.

Priorities

Topics Steven cares about

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

Work history

2017
Fifth Third Bank , Senior Family Wealth Advisor / Institutional Services Consultant
UHNW Family Wealth Advisors / Fifth Third Bank Institutional Services
2013 - 2016
Senior Director - Strategic Alliance
BNY Mellon Wealth Management
2011 - 2013
Senior Director - Family Office / HNW
BNY Mellon Wealth Management
2008 - 2011
Managing Director - Wealth Management
The PrivateBank
2003 - 2008
Senior Vice President - Director of Sales and Marketing
Northern Trust Corporation
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Education details unavailable
Boston College
Social presence
in
Behavioral profile

DISC profile (public)

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Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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