Dave Ramirez Email & Phone Number
Managing Director @ Empower group
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Dave Ramirez Location
- Lafayette, CA, US
Dave Ramirez Work
- Managing Director @ (June 2022 - Present)
- Relationship Manager @ (September 2015 - June 2022)
- Director, Relationship Manager @ (April 2015 - September 2015)
- Director, Relationship Manager @ (April 2013 - April 2015)
- Senior Retirement Plans Consultant @ Precept Advisory Group (April 2011 - April 2013)
- Regional Sales Executive @ (January 2006 - March 2011)
Dave Ramirez Education
- University of Northwestern – St. Paul
Bachelor of Science (B.S.) (Marketing)
1996-2000
Dave Ramirez Skills
- 401k
- Asset Allocation
- Defined Benefit
- Defined Contribution
- Distribution Strategies
- ERISA
- Fiduciary Services
- Fixed Annuities
- Investment Advisory
- Investments
- Mutual Funds
- Non-Qualified Deferred Compensation
- Pensions
- Profit Sharing
- Qualified Retirement Plans
- Retirement
- Retirement Plan Consulting
- Retirement Planning
- Series 26
- Series 6
- Series 63
- Series 65
- Series 7
- Wealth Management
Dave Ramirez Summary
- Dave Ramirez, based in Lafayette, CA, US, is currently a Managing Director at Empower. Dave Ramirez brings experience from previous roles at Empower, John Hancock Financial Services, New York Life Insurance Company and Precept Advisory Group. Dave Ramirez holds a 1996 - 2000 Bachelor of Science (B.S.) in Marketing @ University of Northwestern – St. Paul. With a robust skill set that includes 401k, Asset Allocation, Defined Benefit, Defined Contribution, Distribution Strategies and more. Dave Ramirez has 1 emails and 1 mobile phone numbers on RocketReach.
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