Jp Ramos Email
Wealth Advisor @ EP Wealth Advisors
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Jp Ramos Location
- Boston, MA, US
Jp Ramos Work
- Wealth Advisor @ (July 2024 - Present)
- Financial Planning Associate @ (September 2022 - July 2024)
- Financial Planning Associate @ Minot Wealth Management, LLC (April 2022 - September 2022)
- Financial Planner at Commonwealth Financial Group @ (January 2021 - April 2022)
- Financial Planning Intern @ (May 2018 - November 2020)
- Attendant @ (April 2017 - March 2020)
- Accounting and Finance Intern @ D'Allessandro Corp. (March 2017 - January 2018)
Jp Ramos Education
- Boston University Metropolitan College CPE
Certificate in Financial Planning (Online) (Financial Planning)
2022-2023 - Stonehill College
Finance Major (Economics Minor)
2016-2020 - Coyle and Cassidy High School 2012-2016
Jp Ramos Skills
- Bloomberg Certified
- Certified Financial Planner
- Customer Service
- Financial Planning
- Life, Accident & Health Insurance Licenses
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
Jp Ramos Summary
- Jp Ramos, based in Boston, MA, US, is currently a Wealth Advisor at EP Wealth Advisors. Jp Ramos brings experience from previous roles at EP Wealth Advisors, Minot Wealth Management, LLC and Commonwealth Financial Group. Jp Ramos holds a 2022 - 2023 Certificate in Financial Planning (Online) in Financial Planning @ Boston University Metropolitan College CPE. With a robust skill set that includes Bloomberg Certified, Certified Financial Planner, Customer Service, Financial Planning, Life, Accident & Health Insurance Licenses and more. Jp Ramos has 1 emails on RocketReach.
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