Mario Ramirez Email & Phone Number
Founder | CEO
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Mario Ramirez Location
- Texas, United States
Mario Ramirez Work
- Board Member @ (February 2023 - Present)
- Founder | CEO @ MRamirez Group, LLC (January 2017 - Present)
- Advisory Board @ AI Capital (May 2021 - Present)
- Managing Director @ (June 2018 - Present)
- Venture Partner @ (December 2018 - Present)
- Insurance Agent @ The Lipscomb Insurance Group, Inc. (June 2018 - Present)
- Speaker @ (November 2018 - Present)
- Advisor, Chief Client Officer @ (November 2022 - June 2025)
- Managing Director @ (April 2020 - December 2022)
- National Director of Hispanic Coalitions @ (January 2018 - July 2018)
- Managing Director, Executive Relations and Hispanic Markets @ (February 2014 - November 2016)
- Team Lead Hispanic Market Assessment @ (October 2012 - February 2014)
- National Director, Wealth Management Executive Planning @ (May 2006 - February 2014)
- Director Wealth Management @ (March 2005 - May 2006)
- Personal Investment and Trust Consultant @ (January 2000 - March 2005)
- Individual Consultant @ (January 1995 - January 2000)
- Financial Consultant @ (January 1989 - January 1995)
Mario Ramirez Education
- University of Arkansas
BSBA (Financial Management)
1984-1989
Mario Ramirez Skills
- Strategic Financial Planning
- Retirement Planning
- Portfolio Management
- Mutual Funds
- 401k
- Asset Allocation
- Financial Advisory
- Series 7
- Investment Advisory
- High Net Worth Individuals
- Asset Management
- Series 63
- Fixed Annuities
- Estate Planning
- Defined Contribution
- Asset Managment
- Strategic Planning
- Strategic Leadership
- Relationship Management
- Relationship Building
- Leveraging Strategic Partnerships
- Series 65
- Relationship Development
- Strategic Thinking
- Leadership Development
- Executive Management
- C-Suite Sales
- Financial Literacy Training
- Finance
- Private Equity
- Investments
- Wealth Management
- C Suite Sales
Mario Ramirez Summary
- Mario Ramirez, based in Texas, United States, is currently a Founder | CEO at MRamirez Group, LLC. Mario Ramirez brings experience from previous roles at Southland Holdings, AI Capital, Avalon Net Worth and NewRoad Capital Partners. Mario Ramirez holds a 1984 - 1989 BSBA in Financial Management @ University of Arkansas. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Portfolio Management, Mutual Funds, 401k and more. Mario Ramirez has 4 emails and 4 mobile phone numbers on RocketReach.
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