Rob Wood in

Rob Wood

Supporter · DISC type s
Senior Vice President - Investments, Managing Director, at Raymond James
📍 Richmond, Virginia, 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.

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Experience
27 Years
Current Role
Senior Vice President - Investments, Managing Director,
Job Level
Leadership
Location
Richmond, Virginia, United States
Personality Overview

How Rob shows up

Thoughtful In Approach
Risk-averse
Procedural

Their motivation stems from the impact that their decisions can have on the organization.
 They are unlikely to become strong champions as they don't prefer pushing other people. They prefer to follow rules and procedures.

Priorities

Topics Rob cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

6-2014
Senior Vice President - Investments, Managing Director,
Raymond James
1-2003 - 6-2014
First Vice President - Investment Officer / Senior PIM Portfolio Manager
Wells Fargo Advisors, LLC
1998 - 2003
Financial Consultant
Wells Fargo Advisors, LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
BS
Wake Forest University
Education details unavailable
Benedictine HIgh School
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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