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
- Investment Counselor @ (February 2026 - Present)
- Financial Advisor @ (October 2024 - December 2025)
- Director, Platform Relationship Director @ (August 2021 - June 2023)
- Director National Accounts @ (August 2020 - August 2021)
- National Account Executive @ (July 2017 - August 2020)
- Vice President, National Accounts @ (January 2015 - June 2017)
- DIrector, National Accounts @ (April 2007 - June 2017)
- Associate @ (December 2003 - January 2007)
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
Executive Education (Certified Investment Management Analyst Program (CIMA))
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
- Account Management
- Business Development
- Leadership
- Negotiation
- Presentations
- Sales
- Sales Growth
- Sales Strategy
- Strategic Partnerships
- Teamwork
- market peneration
- product articulation
- product onboarding
- revenue growth
- strategic communication
- Research
- Management
- Training
- Microsoft Word
- 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 2 emails and 1 mobile phone numbers on RocketReach.
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