James D. Ramirez Email & Phone Number
Investment Counselor @ Fisher Investments
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James D. Ramirez Location
- New York, NY, US
James D. Ramirez Work
- 2026 - now Investment Counselor @
- 2024 - 2025 Financial Advisor @
- 2021 - 2023 Director, Platform Relationship Director @
- 2020 - 2021 Director National Accounts @
- 2017 - 2020 National Account Executive @
- 2015 - 2017 Vice President, National Accounts @
- 2007 - 2017 DIrector, National Accounts @
- 2003 - 2007 Associate @
James D. Ramirez Education
- Adelphi University
Bachelor of Arts - BA (Politilcal Science)
1999 - 2000 - Carleton College
Bachelor of Arts (B.A.) (Political Science and Government)
1996 - 1999 - The Wharton School
James D. Ramirez Skills
- Series 7
- Series 63
- Series 24
- Series 6
- CIMA
- Mutual Funds
- National Accounts
- Alternative Investments
- Investments
- Investment Strategies
- Relationship Management
- Wealth Management
- Asset Allocation
- Financial Services
- Securities
- 401k
- Asset Managment
- Private Banking
- Investment Advisory
- Life Insurance
- Asset Management
- Fixed Income
- Equities
- Series 65
- Etfs
- Research
- Management
- Training
- Microsoft Word
- Business Development
- Sales Management
- Customer Service
James D. Ramirez Summary
- James D. Ramirez, based in New York, NY, US, is currently a Investment Counselor at Fisher Investments. James D. Ramirez brings experience from previous roles at Prudential Financial, FLX Networks, Emles Advisors and Northern Trust Corporation. James D. Ramirez holds a 1999 - 2000 Bachelor of Arts - BA in Politilcal Science @ Adelphi University. With a robust skill set that includes Series 7, Series 63, Series 24, Series 6, CIMA and more. James D. Ramirez has 1 emails and 1 mobile phone numbers on RocketReach.
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