Rene Ramirez Email & Phone Number
Managing Partner
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Rene Ramirez Location
- New York, NY, US
Rene Ramirez Work
- Managing Partner @ P3 Asset Management, LLC (July 2023 - Present)
- CEO and Chief Investment Officer @ (May 2019 - Present)
- CEO and Chief Investment Officer @ ProActive Planning Partners (May 2019 - Present)
- President and Chief Investment Officer @ (October 2018 - April 2019)
- Chief Investment Officer @ (December 2016 - October 2018)
- Founding Partner, Capital Markets Institutional Sales and Trading @ (February 2015 - December 2016)
- President and Interim CEO @ (March 2014 - January 2015)
- Senior Vice President @ (October 2013 - March 2014)
- Senior Vice President, Director of Investment Sales @ (February 2003 - August 2013)
- Consultant and Part Owner @ (January 2001 - January 2003)
- Team Leader @ (January 1994 - January 2001)
- Citigold Representative and Relationship Manager @ Citicorp Investment Services (January 1997 - January 1997)
Rene Ramirez Education
- Texas A&M University
Bachelors
Rene Ramirez Skills
- Sales
- Sales Management
- Revenue Cycle
- Profitability Enhancement
- Sales Growth
- Growth Strategies
- Territory Growth/Development
- Leadership
- Team Leadership
- Team Building
- Market Share
- Coaching
- Mentoring
- Relationship Management
- Building Relationships
- Strategic Sales Plans
- Strategic Sales Initiatives
- Recruiting
- Training
- Fixed Income
- Structured Products
- Unit Investment Trusts
- Series 63
- Series 7
- Mutual Funds
- Investments
- Bonds
- Financial Markets
- Bloomberg
- Asset Management
- Financial Services
Rene Ramirez Summary
- Rene Ramirez, based in New York, NY, US, is currently a Managing Partner at P3 Asset Management, LLC. Rene Ramirez brings experience from previous roles at ProActive Planning Partners Wealth Management, ProActive Planning Partners and PRB Wealth Management. Rene Ramirez holds a Bachelors @ Texas A&M University. With a robust skill set that includes Sales, Sales Management, Revenue Cycle, Profitability Enhancement, Sales Growth and more. Rene Ramirez has 3 emails and 3 mobile phone numbers on RocketReach.
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