Financial Services Professional @ (July 2019 - March 2024)
Managing Director @ (September 2016 - January 2019)
Vice President @ (January 2014 - April 2015)
Investment Representative, Director @ (September 2010 - January 2014)
Senior Vice President @ (June 2007 - September 2010)
Senior Vice President @ (January 2001 - June 2007)
Edgar Ramirez Education
Dowling College School of Business, Oakdale, New York
Master of Business Administration (MBA) (Banking and Finance)
1997
Stony Brook University
Bachelor of Arts (BA) (PSYCHOLOGY)
1992
Edgar Ramirez Skills
Equities
Portfolio Management
Financial Advisory
Investments
Trading
Fixed Income
Asset Allocation
Financial Services
Wealth Management
Edgar Ramirez Summary
Edgar Ramirez, based in New York, NY, US, is currently a Senior Investment Advisor at Central Family Advisors, LLC. Edgar Ramirez brings experience from previous roles at New York Life Insurance Company, Tigress Financial Partners and RBC Wealth Management. Edgar Ramirez holds a Master of Business Administration (MBA) in Banking and Finance @ Dowling College School of Business, Oakdale, New York. With a robust skill set that includes Equities, Portfolio Management, Financial Advisory, Investments, Trading and more. Edgar Ramirez has 6 emails and 4 mobile phone numbers on RocketReach.
Looking for a different Edgar Ramirez?
Find contact details for 700 million professionals.