Kjersten Lazar in

Kjersten Lazar

Critic · DISC type C
Member, Raymond James Longevity Advisory Board at Raymond James
📍 Carmel, New York, 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.

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Experience
22 Years
Current Role
Member, Raymond James Longevity Advisory Board
Job Level
Senior
Location
Carmel, New York, United States
Personality Overview

How Kjersten shows up

Precise
ROI Driven
Objective Thinker

They don’t appreciate bells and whistles unless backed by data. They prefer to do logical analysis and value evidence over emotions. They enjoy working alone and do not rely on others very often.

Priorities

Topics Kjersten cares about

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

Work history

1-2021
Member, Raymond James Longevity Advisory Board
Raymond James
2-2020
Women's Advisory Council Board Member
Raymond James
1-2018
First Vice President, Wealth Management, CERTIFIED FINANCIAL PLANNER™
Raymond James
1-2018 - 12-2023
Member
Raymond James Technology Advisory Council
6-2005 - 3-2007
Vice President, Investments
Smith Barney
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1985 - 1989
BS
Michigan State University
1981 - 1985
Education details unavailable
Masuk
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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