E Gail Ramos Email & Phone Number
Certified Financial Planner®
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E Gail Ramos Location
- Massachusetts, United States
E Gail Ramos Work
- 2017 -now Certified Financial Planner® @ E. Gail Ramos
- 2012 -2016 Consultant @
- 1992 -2012 Vice President and Senior Trust Officer @
- 1986 -1992 Trust Officer @
- 1982 -1986 Trust Officer @ Bank of New England
- 1972 -1982 Branch Banking @ Bank of New England
E Gail Ramos Education
- Northeastern University
CFP (Certified Financial Planner)
1999-2000 - ABA National Graduate Trust School
Certified Financial Services Counsellor (Financial Services)
1989-1992 - New England School of Banking
Certification in Trust Banking (Trust Services)
1982-1983 - School of Banking at Williams College
Certification in Commercial Banking (Commercial Banking)
1979-1980 - Salem State University
Bachelors of Science (Mathematics)
1967-1971
E Gail Ramos Skills
- Financial Advisory
- Team Building
- Banking
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- IRAs
- Investments
- 401k
- Investment Advisory
- Asset Allocation
- Financial Services
- Probate
- Wealth Management
- Asset Managment
- Operations
- Mutual Funds
- Strategic Financial Planning
- High Net Worth Individuals
- Savings
- Microsoft Office
- Microsoft Excel
- Credit
- Customer Service
- Wealth
- Management
- Personal Finance
- Retirement
- Series 7
- Securities
- Investment Management
E Gail Ramos Summary
- E Gail Ramos, based in Massachusetts, United States, is currently a Certified Financial Planner® at E. Gail Ramos. E Gail Ramos brings experience from previous roles at Cape Ann Savings Bank and Bank of New England. E Gail Ramos holds a 1999 - 2000 CFP in Certified Financial Planner @ Northeastern University. With a robust skill set that includes Financial Advisory, Team Building, Banking, Retirement Planning, Financial Planning and more. E Gail Ramos has 2 mobile phone numbers on RocketReach.
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