Rene Ramirez Location
- New York, NY, US
Rene Ramirez Work
- 2023 - now Managing Partner @ P3 Asset Management, LLC
- 2019 - now CEO and Chief Investment Officer @
- 2019 - now CEO and Chief Investment Officer @ ProActive Planning Partners
- 2018 - 2019 President and Chief Investment Officer @
- 2016 - 2018 Chief Investment Officer @
- 2015 - 2016 Founding Partner, Capital Markets Institutional Sales and Trading @
- 2014 - 2015 President and Interim CEO @
- 2013 - 2014 Senior Vice President @
- 2003 - 2013 Senior Vice President, Director of Investment Sales @
- 2001 - 2003 Consultant and Part Owner @
- 1994 - 2001 Team Leader @
- 1997 - 1997 Citigold Representative and Relationship Manager @ Citicorp Investment Services
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 2 mobile phone numbers on RocketReach.
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