Andina Anderson in

Andina Anderson

Visionary · DISC type Ds
Managing Director, Digital Solutions and head of RIA Blueprint at Cetera Financial Group
📍 Seattle, Washington, 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.

Login to view overviewLogin to view overview
Experience
19 Years
Current Role
Managing Director, Digital Solutions and head of RIA Blueprint
Job Level
Mid-senior
Location
Seattle, Washington, United States
Personality Overview

How Andina shows up

Big Vision Person
Early Adopter
Fast But Thoughtful

They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together. They might take some time to make their mind up but once they do, they don't change it easily.

Priorities

Topics Andina cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

5-2025
Managing Director, Digital Solutions and head of RIA Blueprint
Cetera Financial Group
12-2022 - 2-2025
Chief Customer Officer
Juniper Square
1-2021 - 9-2022
Chief Client Success Officer
Envestnet, Inc
2019 - 2021
Executive Managing Director
Envestnet | Tamarac
2-2006 - 2019
SVP Client Relations
Envestnet | Tamarac
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
1996 - 1999
Education details unavailable
UW Foster School of Business
2004 - 2005
Master of Business Administration - MBA
University of Adelaide
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

Other Cetera Financial Group Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Andina. Free, 10 seconds.