Raymond Seifritz in

Raymond Seifritz

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Product Manager at Quotient Advisor Community
📍 Avondale, Arizona, United States

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.

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Experience
22 Years
Current Role
Product Manager
Job Level
Middle
Location
Avondale, Arizona, United States
Personality Overview

How Raymond shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Raymond cares about

Financial Advisor Success
He builds communities for advisors and writes about key success factors, such as the balance between Emotional Quotient (EQ) and Intelligence Quotient (IQ).
Investment Suitability
His career includes managing teams that conduct suitability reviews for variable annuity and alternative investment transactions for retail clients.
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Career

Work history

4-2025
Product Manager
Quotient Advisor Community
6-2024
Product Manager
Lucia Capital Group
4-2020 - 6-2024
Senior Supervision Controls Developer
Osaic
9-2017 - 4-2020
Sales Supervision Manager
Osaic
7-2014 - 9-2017
Senior Sales Supervision Trade Specialist
Osaic
In the press

Media appearances

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Education
1997 - 2001
B.S. in Accountancy
Northern Arizona University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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