Marcy Ramos's Location
West Palm Beach, FL, US
Marcy Ramos's Work
- President @ MAR Wealth Management Services
- Vice President and Private Wealth Advisor @ Gibraltar Private Bank & Trust
- Vice President and Fiduciary Officer @ JPMorgan Chase & Co.
- Assistant Vice President and Trust Officer @ Comerica Bank
- Trust Officer @ Amerifirst
- Corporate Trust Officer and Adminstrator @ The National State Bank
Marcy Ramos's Education
- Florida Trust School
Trust Certification (Trust Investing and Estate Planning)
1994 - 1995 - Cannon Trust School
Trust Certification (Trust Investment and Planning)
1985 - 1985
Marcy Ramos's Skills
- Private Banking
- Wealth Management
- Banking
- Portfolio Management
- Asset Allocation
- Loans
- Credit Analysis
- Fixed Income
- Risk Management
- Cash Management
Marcy Ramos's Summary
Marcy Ramos, based in West Palm Beach, FL, US, is currently a President at MAR Wealth Management Services, bringing experience from previous roles at Gibraltar Private Bank & Trust, JPMorgan Chase, Comerica Bank and Amerifirst, Florida Trust Co.. Marcy Ramos holds a 1994 - 1995 Trust Certification in Trust Investing and Estate Planning @ Florida Trust School. With a robust skill set that includes Private Banking, Wealth Management, Banking, Portfolio Management, Asset Allocation and more, Marcy Ramos contributes valuable insights to the industry. Marcy Ramos has 4 emails on RocketReach.
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