Ray Bartolome in

Ray Bartolome

Collaborator · DISC type is
Chief Operating Officer at Falcon Wealth Planning, Inc.
📍 Ontario, California, 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.

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Experience
27 Years
Current Role
Chief Operating Officer
Job Level
Leadership
Location
Ontario, California, United States
Personality Overview

How Ray shows up

Example Driven
Consensus Builder
Fair-minded

They are more likely to opt for solutions that are proven in the market. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. Scenarios where both sides can come out as winners appeal to them greatly.

Priorities

Topics Ray cares about

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

Work history

10-2021
Chief Operating Officer
Falcon Wealth Planning, Inc.
2-2021 - 10-2021
Operations Director
Falcon Wealth Planning, Inc.
9-2016 - 2-2021
Branch Manager
TD Ameritrade
1-1999 - 8-2016
Team Manager
Charles Schwab
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education

Ray has no verified education history

Social presence
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Behavioral profile

DISC profile (public)

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Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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