Cristina Ramirez Email
Retirement Practice Lead @ Owen & Associates
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Cristina Ramirez Location
- Toronto, ON, CA
Cristina Ramirez Work
- 2025 -now Retirement Practice Lead @
- 2020 -2025 Vice President Group Retirement Services @
- 2018 -2020 Group Consultant, RBC Group Advantage @
- 2012 -2018 Director Business Development, Retirement @
- 2009 -2012 Account Executive @
- 2005 -2009 Relationship Manager @
- 2001 -2005 Client Relationship Executive @
- 2001 -2002 Client Service Representative @
- 1999 -2001 Financial Consultant Associate @
- 1995 -1999 Administrative Associate @
Cristina Ramirez Education
- Adovics
(Life Licensing Qualification program (LLQP))
2013-2013 - CEBS
(RPA Desgination)
2010-2012 - Canadian Securities Institute
(Canadian Securities Course)
1998-1998 - Canadian Securities Institute
(Professional Financial Planning Course)
1997-1997 - Mohawk College of Applied Arts &Technology
Year Business Administration Diploma (Business Administration)
1991-1995
Cristina Ramirez Skills
- Financial Services
- Investments
- Retirement
- Relationship Management
- Pensions
- Retirement Planning
- CRM
- Portfolio Management
- Mutual Funds
- Pension Administration
- Business Development
- Sales
- Insurance
- Employee Benefits
- Strategic Financial Planning
- Financial Advisory
- Wealth Management
- Client Education
- Customer Service
- Defined Benefit
- Customer Retention
- Securities
- Financial Planning
- RRSP
- New Business Development
- Defined Contribution
- Client Presentation
- Life Insurance
- Business Planning
- RCA
- RFP
- Institutional Sales
- Investment Management
- Pension Funds
- Business Relationship Management
- Sales Presentations
- Retirement Savings
- Personal Financial Planning
- Group Benefit Plans
- Customer Relationship Management Crm
- Customer Relationship Management
Cristina Ramirez Summary
- Cristina Ramirez, based in Toronto, ON, CA, is currently a Retirement Practice Lead at Owen & Associates. Cristina Ramirez brings experience from previous roles at Mitchell Sandham Inc., RBC, Penmore Benefits Inc and Great-West Life. Cristina Ramirez holds a 2013 - 2013 Adovics. With a robust skill set that includes Financial Services, Investments, Retirement, Relationship Management, Pensions and more. Cristina Ramirez has 1 emails on RocketReach.
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