Wealth Management Operations @ (February 2022 - August 2023)
Treasury Operations @ (March 2020 - February 2022)
Treasury Operations @ (November 2014 - March 2020)
Banking @ (September 2013 - November 2014)
Banking @ (October 2010 - September 2013)
Banking @ (February 2007 - October 2010)
Jorge Ramirez Education
Harvard Business School
(Entrepreneurship in Emerging Economies)
2006-2006
Oral Roberts University
Bachelor of Science - BS
Jorge Ramirez Skills
Accounting
Accounts Payable
Analytical Skills
Banking
Bookkeeping
Cash Management
Concur
Concur Expense
Concur Travel
Corporate Accounting
Corporate Finance
Credit Card Transaction Processing
Cryptocurrency
Customer Service
ERP
Executive Coaching
Expense Management
FinTech
Financial Analysis
Financial Forecasting
Financial Markets
Financial Risk
Financial Services
Internet Banking
Management
Operations Management
Private Wealth Management
Professional Mentoring
Project Management
Strategic Financial Planning
Training
Treasury Management
Treasury Services
Vendor Management
Wealth Management Services
Jorge Ramirez Summary
Jorge Ramirez, based in Jenks, OK, US, is currently a Chief Financial Officer and Managing Partner at Financial Design Co. Jorge Ramirez brings experience from previous roles at Merrill Lynch, Gateway First Bank, ONEOK and JPMorgan Chase & Co.. Jorge Ramirez holds a 2006 - 2006 Harvard Business School. With a robust skill set that includes Accounting, Accounts Payable, Analytical Skills, Banking, Bookkeeping and more. Jorge Ramirez has 1 emails and 1 mobile phone numbers on RocketReach.
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