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
- 2013 -now Private Wealth Advisor - Investments @
- 2008 -2013 Senior Portfolio Manager @
- 2002 -2008 Senior Portfolio Manager @
- 1999 -2002 Portfolio Manager @
- 1996 -1999 Associate Portfolio Manager @
Robert Ramsay Education
- University of Miami - School of Business
Master of Business Administration (Finance)
1994-1996 - University of Miami
Bachelor of Business Administration (Finance)
1990-1994
Robert Ramsay Skills
- Portfolio Management
- Fixed Income
- Investments
- Wealth Management
- Equities
- Mutual Funds
- Credit
- Derivatives
- Capital Markets
- Credit Analysis
- Bloomberg
- Banking
- Financial Modeling
- Asset Allocation
- Investment Strategies
- Credit Risk
- Asset Management
- Financial Analysis
- Loans
- Commercial Banking
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 - School of Business. With a robust skill set that includes Portfolio Management, Fixed Income, Investments, Wealth Management, Equities and more. Robert Ramsay has 3 emails on RocketReach.
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