Claudia Ramsey's Location
Australia
Claudia Ramsey's Work
- Senior Distribution Manager, HNW and Middle Markets @ Fidante Partners
- Senior Business Development Manager, Fidante Partners @ Challenger Limited
- State Manager Qld @ Aviva Investors
- Key Account Manager @ Aviva Investors
- Business Development Manager @ Colonial Geared Investments
- Business Development Manager @ Esanda Investments
Claudia Ramsey's Education
- Investment Management Consultants Association
Certified Investment Management Analyst
2014 - 2014 - Deakin University
Diploma of Financial Planning
- University of Queensland
Bachelor of Commerce (B.Com.) Bachelor of Arts (Major in Spanish and Japanese)
Claudia Ramsey's Skills
- Financial Advisory
- Stakeholder Engagement
- Pensions
- Business Relationship Management
- Retirement Planning
- Wealth Management Services
- Portfolio Management
- Superannuation
- Investments
- Business Development
Claudia Ramsey's Summary
Claudia Ramsey, based in Australia, is currently a Senior Distribution Manager, HNW and Middle Markets at Fidante Partners, bringing experience from previous roles at Challenger Financial Services Group, Aviva Investors and Colonial Geared Investments. Claudia Ramsey holds a 2014 - 2014 Certified Investment Management Analyst @ Investment Management Consultants Association. With a robust skill set that includes Financial Advisory, Stakeholder Engagement, Pensions, Business Relationship Management, Retirement Planning and more, Claudia Ramsey contributes valuable insights to the industry. Claudia Ramsey has 1 email on RocketReach.
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