Nancy A Ramirez Email & Phone Number
CSA II @ DiMeo Schneider & Associates, L.L.C.
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Nancy A Ramirez Location
- La Grange, IL, US
Nancy A Ramirez Work
- 2026 -now CSA II @
- 2025 -2026 CSR @
- 2022 -2023 Consultant, Client Service Investment Operations @
- 2012 -2022 Relationship Manager- Rollover Solutions Group @
- 2011 -2012 Cash Management Associate @ Millennium Trust Co
- 2007 -2009 Cash management @ Citi Financial
- 2001 -2006 Personal Banker @ Banco Popular
Nancy A Ramirez Education
- University of Phoenix- Schaumburg Campus
B.A (with; Business Management)
2006-2010
Nancy A Ramirez Skills
- Customer Service Management
- Trade Execution
- Rebalancing
- Attention to Detail
- Cash Application
- Disbursements
- Anti-Money Laundering
- Line of Business
- Trading
- Banking Operations
- ACH Payments
- Possess strong analytical
- Opening New Accounts
- Creative Problem Solving
- Decision-Making
- Business Relationship Management
- Customer Support
- Critical Thinking
- Treasury Management
- Banking Software
- Analytical Skills
- Problem Solving
- Letters of Credit
- Lines Of Credit
- Finance
- Account Management
- Management
- Customer Service
- Banking
- Investments
- Retirement
- Financial Analysis
- Alternative Investments
- Process Improvement
- Microsoft Word
- Outlook
- Access
- Roth IRA
- Iras
- Retirement Solutions
- Electronic Payments
- Customer Relationship Management (CRM)
- Communication
- Teamwork
- Retirement Benefits
- Soft Skills
- Sales Effectiveness
- Emotional Intelligence
- Financial Reporting
- Portfolio Management
- Sales Management
- Retail Banking
- Loans
- Strategic Planning
- Mutual Funds
- Customer Relationship Management
Nancy A Ramirez Summary
- Nancy A Ramirez, based in La Grange, IL, US, is currently a CSA II at Fiducient Advisors. Nancy A Ramirez brings experience from previous roles at Mission Wealth, Northern Trust Corporation, Millennium Trust Company and Millennium Trust Co. Nancy A Ramirez holds a 2006 - 2010 B.A in with; Business Management @ University of Phoenix- Schaumburg Campus. With a robust skill set that includes Customer Service Management, Trade Execution, Rebalancing, Attention to Detail, Cash Application and more. Nancy A Ramirez has 3 emails and 2 mobile phone numbers on RocketReach.
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