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John Ramsay Location
Jersey
John Ramsay Work
Senior Financial Adviser @ (July 2025 - Present)
Senior Financial Adviser @ (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
PowerPoint
Microsoft Excel
Microsoft Word
Credit
Mutual Funds
Private Banking
Investment Management
Foreign Exchange Fx Trading
Team Management
Financial Services
Portfolio Management
Private Equity
Capital Markets
Business Process Improvement
Banking
Hedge Funds
Risk Management
High Net Worth Individuals
Sales
Business Strategy
Management
Derivatives
Investments
Trust Services
Business Development
Asset Management
Asset Allocation
Financial Risk
Wealth Management
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 PowerPoint, Microsoft Excel, Microsoft Word, Credit, Mutual Funds and more. John Ramsay has 2 emails on RocketReach.
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