Brian Ramsay Email & Phone Number
Senior Wealth Partner and CCO @ Wealthspan Partners, LLC
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Brian Ramsay Location
- Davenport, IA, US
Brian Ramsay Work
- 2018 -now Senior Wealth Partner and CCO @
- 1999 -2018 Financial Advisor @
Brian Ramsay Education
- Western Illinois University
Bachelor of Arts (B.A.) (Marketing)
1996-2000 - The University of Chicago Booth School of Business
IWI: Retirement Management Advisor Program
2024 - The University of Chicago Booth School of Business
IWI: Certified Private Wealth Advisor Program
2022 - The University of Chicago Booth School of Business
IWI: Certified Investment Management Analyst Program
Brian Ramsay Skills
- Finance
- Graphic Design
- Strategy
- Retirement Planning
- Wealth Management
- Financial Advisory
- Retirement
- Strategic Financial Planning
- Estate Planning
Brian Ramsay Summary
- Brian Ramsay, based in Davenport, IA, US, is currently a Senior Wealth Partner and CCO at Wealthspan Partners, LLC. Brian Ramsay brings experience from previous roles at Ameriprise Financial Services, Inc.. Brian Ramsay holds a 1996 - 2000 Bachelor of Arts (B.A.) in Marketing @ Western Illinois University. With a robust skill set that includes Finance, Graphic Design, Strategy, Retirement Planning, Wealth Management and more. Brian Ramsay has 2 emails and 3 mobile phone numbers on RocketReach.
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