Mario Ramirez Location
- Texas, United States
Mario Ramirez Work
- 2023 - now Board Member @
- 2022 - now Advisor, Chief Client Officer @
- 2017 - now Founder | CEO @ MRamirez Group, LLC
- 2021 - now Advisory Board @
- 2018 - now Managing Director @
- 2018 - now Venture Partner @
- 2018 - now Insurance Agent @
- 2018 - now Speaker @
- 2020 - 2022 Managing Director @
- 2018 - 2018 National Director of Hispanic Coalitions @
- 2014 - 2016 Managing Director, Executive Relations and Hispanic Markets @
- 2012 - 2014 Team Lead Hispanic Market Assessment @
- 2006 - 2014 National Director, Wealth Management Executive Planning @
- 2005 - 2006 Director Wealth Management @
- 2000 - 2005 Personal Investment and Trust Consultant @
- 1995 - 2000 Individual Consultant @
- 1989 - 1995 Financial Consultant @
Mario Ramirez Education
- University of Arkansas
BSBA, Financial Management (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, Goldenrod Companies, AI Capital and Avalon Net Worth. Mario Ramirez holds a 1984 - 1989 BSBA, Financial Management 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 2 mobile phone numbers on RocketReach.
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