Ray Jambois in

Ray Jambois

Enigma · DISC type cid
Owner at Self-employed
📍 St Paul, Minnesota, United States

Ray Jambois is a seasoned retirement and investment sales executive with a strong record of exceeding goals by cultivating long-term client relationships. He is adept at developing territories through presentations to C-level executives and holds multiple FINRA certifications and a BS in Business from the University of Wisconsin-La Crosse.

He was instrumental in building a hedge funds sales infrastructure from the ground up, developing its website, CRM, and direct sales presentations.

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Experience
28 Years
Current Role
Owner
Location
St Paul, Minnesota, United States
Personality Overview

How Ray shows up

Fast Follower
Hard To Convince
Friendly Yet Blunt

They are likely to ask many questions and look heavily for supporting proof as well as information. They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing

Priorities

Topics Ray cares about

Retirement Plan Design
His experience and shared content focus on optimizing 401(k) and 403(b) plans for sponsors and participants, emphasizing long-term investment strategies and plan health.
Fiduciary Responsibility
He actively shares content about fiduciary fundamentals, indicating it is a core aspect of his client advisory process to ensure compliance and build trust.
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Career

Work history

5-2023
Owner
Self-employed
5-2020 - 5-2023
Vice President Of Business Development
Heartland Retirement Plan Services
9-2015 - 3-2018
Regional Vice President, Institutional Retirement Sales Director/External Wholesaler
Lincoln Financial Group
12-2013 - 11-2014
Wealth Manager, Regional Sales/External Wholesaler
SNS Financial Group
1-2013 - 10-2013
Regional Vice President/Director of Investor Relations- Hedge Fund Consultant (Contract Work)
Orso Capital Management, LLC
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
BS-Business
University of Wisconsin-La Crosse
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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