Reyna Marks in

Reyna Marks

Energizer · DISC type I
Client Service Specialist at Focus Partners Wealth
📍 Greater Seattle Area, United States

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.

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Experience
6 Years
Current Role
Client Service Specialist
Job Level
Junior
Location
Greater Seattle Area, United States
Personality Overview

How Reyna shows up

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.

Priorities

Topics Reyna cares 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.
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Career

Work history

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

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2017 - 2021
Bachelor of Business Administration - BBA
University of Washington
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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