Ramona Steinbrugge
Login to view DISC.Ramona is a seasoned investment professional with over 25 years of experience in administration, marketing, and retirement planning. She is skilled in client services and has held roles at Edelman Financial Engines, Cascade Investment Advisors, and Wells Fargo.
She is driven by the pursuit of enjoyable and challenging work, emphasizing the importance of maintaining a positive attitude. A core motivation for her is helping others successfully plan for their retirement goals.
She recently completed an intensive 18-month course focused specifically on compliance for Registered Investment Advisors (RIAs).
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DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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