Patricia Lynn Ramirez's Location

Walnut Creek, CA, US

Patricia Lynn Ramirez's Work

Patricia Lynn Ramirez's Education

  • College of Financial Planning

    Accredited Asset Management Specialist (Financial Planning and Services)

    2015 - 2016
  • Institute for Divorce Financial Analysts

    Certified Divorce Financial Analyst

    2015 - 2016

Patricia Lynn Ramirez's Skills

  • Accounting
  • Project Planning
  • Leadership
  • Financial Analysis
  • Financial Reporting
  • Budgets
  • Wealth Management
  • Financial Advisory
  • Portfolio Management
  • Securities

Patricia Lynn Ramirez's Summary

Patricia Lynn Ramirez, based in Walnut Creek, CA, US, is currently a Financial Advisor at Raymond James & Associates, bringing experience from previous roles at Morgan Stanley. Patricia Lynn Ramirez holds a 2015 - 2016 Accredited Asset Management Specialist in Financial Planning and Services @ College of Financial Planning. With a robust skill set that includes Accounting, Project Planning, Leadership, Financial Analysis, Financial Reporting and more, Patricia Lynn Ramirez contributes valuable insights to the industry. Patricia Lynn Ramirez has 1 email on RocketReach.

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