Ray Ramirez, MBA, CFA in

Ray Ramirez, MBA, CFA

Questioner · DISC type c
Head of Marketing Finance at SoFi
📍 Rochester, 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.

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Experience
12 Years
Current Role
Head of Marketing Finance
Job Level
Mid-senior
Location
Rochester, New York, United States
Personality Overview

How Ray shows up

Cautious & Analytical
Price-Sensitive
Value Seeker

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They are more likely than others to negotiate on pricing and terms.

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

4-2024
Head of Marketing Finance
SoFi
2-2023 - 4-2024
Director of Strategy & Finance
Assurance IQ
11-2021 - 9-2022
Director of Business Strategy & Operations
Zillow
12-2019 - 11-2021
Director of Strategic Finance
ASSURANCE IQ
12-2017 - 12-2019
Manager Strategic Initiatives
Prudential Financial
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2020 - 2023
Master of Business Administration - MBA
UW Foster School of Business
2007 - 2011
Bachelor of Science (B.S.)
Rutgers University
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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