Reyna Marks

Energizer
DISC Type : I

Client Service Specialist at Focus Partners Wealth

Greater Seattle Area, United States

Overview

Reyna Marks is a Client Service Specialist at Focus Partners Wealth, leveraging a background in account management from USI Insurance Services. She holds a Bachelor of Business Administration from the University of Washington and is a Salesforce Certified Administrator with a Series 65 license, indicating strong operational and financial expertise.

Outside of her professional role, Reyna has a demonstrated passion for global travel and cultural immersion. This interest is highlighted by her academic achievements, including a study abroad scholarship and a fellowship award focused on language, suggesting a deep appreciation for international experiences and communication.

Unique Fact: Reyna is a recipient of the Critical Language Fellows Award, underscoring her proficiency and interest in foreign languages.

Personality Overview

Imaginative

Full Of Energy

Relationship Oriented

They are not always early adopters but can be pursuaded by leveraging strong relationships.  Unlike C or D types, they are vocal with their opinions but not so much with their questions. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Topics They Care About

Client Wealth Management
Her career is centered around client service in wealth management at firms like Focus Partners Wealth and Merriman Wealth Management.
Salesforce Administration
She holds a Salesforce Certified Administrator (SCA) certification, showing a specific interest in CRM systems and operational efficiency.
Language and Culture
Received the Critical Language Fellows Award, indicating a strong personal interest and skill in foreign languages and cultures.

Media Appearances

Reyna has no verified media appearances

Work History

1-2026
Client Service Specialist at Focus Partners Wealth
2-2025 - 12-2025
Client Service Associate II at Focus Partners Wealth
5-2024 - 1-2025
Client Service Associate at Merriman Wealth Management, LLC
8-2023 - 4-2024
Account Manager at USI Insurance Services
8-2022 - 7-2023
Commercial Lines Sr Account Representative at USI Insurance Services

Education

2017 - 2021
Bachelor of Business Administration - BBA from University of Washington

More Information

Social Presence :

Prographics :

Exp : 6 Location : Greater Seattle Area, United States Job Level : Junior Designation : Client Service Specialist at Focus Partners Wealth
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Insights For Selling To Reyna

During A Call Or A Meeting

DO's

  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Be friendly and entertaining in your conversation
  • Do some small talk, ask them how things are going on their side

DONT's

  • Don’t push them to make a decision too fast, let them get comfortable first
  • Don’t be too formal, focus on building comfort and trust
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Reyna is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Reyna

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Reyna move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Reyna take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Reyna

Personality Compatibility


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