Raymond is a financial services professional and Product Manager at Quotient Advisor Community. With over two decades of experience supporting advisors, he specializes in broker-dealer supervision, variable annuities, and alternative investments. He holds a Chartered Financial Consultant (ChFC®) designation and a B. S. in Accountancy from Northern Arizona University.
He is passionate about the professional success of financial advisors, often using stories and parables to illustrate key concepts like the balance between Emotional Quotient (EQ) and Intelligence Quotient (IQ). Raymond is dedicated to fostering industry collaboration and ethical practices through community building.
He is currently establishing and managing the Quotient Advisor Community, a unique online platform for financial advisors and wealth managers.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
Discover additional public profiles from our index.
Looking for someone else? Search here for anyone.