John Ramsay Email
Senior Financial Adviser @ Oakglen Wealth Planning
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John Ramsay Location
- Jersey
John Ramsay Work
- Senior Financial Adviser @ (July 2025 - Present)
- Senior Financial Adviser @ HBFS Independent Financial Advisers (August 2017 - July 2025)
- Contractor - CRS project team @ (April 2017 - August 2017)
- Director and Head of Private Clients @ (July 2012 - January 2016)
- Private Banker and Senior Manager, International Clients @ (January 2000 - July 2012)
- Private Client Advisor @ (December 1996 - January 2000)
John Ramsay Skills
- Asset Allocation
- Asset Management
- Banking
- Business Development
- Business Process Improvement
- Business Strategy
- Capital Markets
- Credit
- Derivatives
- Financial Risk
- Financial Services
- Foreign Exchange (FX) Trading
- Hedge Funds
- High Net Worth Individuals
- Intergenerational Wealth Transfer
- Investment Management
- Investments
- Management
- Mutual Funds
- Portfolio Management
- Private Banking
- Private Equity
- Retirement Planning
- Risk Management
- Team Management
- Trust Services
- Wealth Management
- PowerPoint
- Microsoft Excel
- Microsoft Word
- Foreign Exchange Fx Trading
- Sales
- Foreign Exchange Trading
John Ramsay Summary
- John Ramsay, based in Jersey, is currently a Senior Financial Adviser at Oakglen Wealth Planning. John Ramsay brings experience from previous roles at HBFS Independent Financial Advisers, Citi and UBS. With a robust skill set that includes Asset Allocation, Asset Management, Banking, Business Development, Business Process Improvement and more. John Ramsay has 1 emails on RocketReach.
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