Robert Ramsay Email & Phone Number
Private Wealth Advisor - Investments @ FineMark National Bank & Trust
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Robert Ramsay Location
- Naples, FL, US
Robert Ramsay Work
- Private Wealth Advisor - Investments @ (August 2013 - Present)
- Senior Portfolio Manager @ (March 2008 - August 2013)
- Senior Portfolio Manager @ (December 2002 - March 2008)
- Portfolio Manager @ (April 1999 - November 2002)
- Associate Portfolio Manager @ (May 1996 - April 1999)
Robert Ramsay Education
- University of Miami Business School
Master of Business Administration (Finance)
1994-1996 - University of Miami
Bachelor of Business Administration (Finance)
1990-1994
Robert Ramsay Skills
- Asset Allocation
- Asset Management
- Banking
- Bloomberg
- Capital Markets
- Commercial Banking
- Credit
- Credit Analysis
- Credit Risk
- Derivatives
- Equities
- Financial Analysis
- Financial Modeling
- Investment Strategies
- Investments
- Loans
- Mutual Funds
- Portfolio Management
- Wealth Management
- Fixed Income
Robert Ramsay Summary
- Robert Ramsay, based in Naples, FL, US, is currently a Private Wealth Advisor - Investments at FineMark National Bank & Trust. Robert Ramsay brings experience from previous roles at BMO Private Bank, Fifth Third Bank, Merrill Lynch and SunTrust Bank. Robert Ramsay holds a 1994 - 1996 Master of Business Administration in Finance @ University of Miami Business School. With a robust skill set that includes Asset Allocation, Asset Management, Banking, Bloomberg, Capital Markets and more. Robert Ramsay has 3 emails and 2 mobile phone numbers on RocketReach.
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Top FineMark National Bank & Trust Employees
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