Kjersten Lazar in

Kjersten Lazar

Login to view DISC.
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.

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

Login to view overview
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

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Kjersten cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topics
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.
Login to view
Education
1985 - 1989
BS
Michigan State University
1981 - 1985
Education details unavailable
Masuk
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Raymond James 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 Kjersten. Free, 10 seconds.