John Bundy

John Bundy Email and Phone Number

Financial Services Professional
John Bundy's Location
Jersey City, New Jersey, United States, United States
About John Bundy

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

John Bundy's Current Company Details

Financial Services Professional
John Bundy Work Experience Details
  • Fidelity Investments
    Relationship Manager
    Fidelity Investments Nov 2022 - Mar 2024
    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.
  • Fidelity Investments
    Financial Representative
    Fidelity Investments Jun 2021 - Nov 2022
    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.
  • Bank Of New York Mellon
    Vice President
    Bank Of New York Mellon 2003 - 2019
    New York, New York
  • Bny Mellon
    Assisant Vice President
    Bny Mellon 1998 - 2003
    New York, Ny

John Bundy Education Details

Frequently Asked Questions about John Bundy

What is John Bundy's role at the current company?

John Bundy's current role is Financial Services Professional.

What schools did John Bundy attend?

John Bundy attended Temple University, The Wharton School.

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