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John Bundy is listed as Financial Services Professional based in Jersey City, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for John Bundy.
John Bundy previously worked as Relationship Manager at Fidelity Investments and Financial Representative at Fidelity Investments. John Bundy holds Ba, Economics from Temple University.
I am an experienced, goal-focused financial markets and financial services professional. I think critically and can make high-stakes decisions in fast-paced, pressure-filled work environments. Using active listening, I reinforce my strong communication and customer service skills. I am passionate about helping clients reach key financial goals.Contact information, email address: johnkbundy@yahoo.com
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Branch team member responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. Keep the Financial Consultants organized and ensure the daily work is carried out with the client’s needs top of mind.
Paramus, New Jersey, United States
Make a key impact on the branch culture by partnering with associates to help clients reach their goals. Provide Fidelity’s best-in-class experience for clients throughout their visit inspiring their dedication and engagement in order to develop and maintain long-lasting positive relationships. Contribute to branch success by providing a warm and welcoming environment upon client arrivals, helping them with service interactions and identifying planning and advice opportunities through those interactions. Set the tone so that visiting customers feel that the Investor Center is accessible and is a place where they can ask questions and get appropriate solutions.
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John Bundy is listed as Financial Services Professional.
John Bundy is based in Jersey City, New Jersey, United States.
John Bundy has worked for Fidelity Investments, Bank Of New York Mellon, and Bny Mellon.
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John Bundy holds Ba, Economics from Temple University.
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