Steven Ramirez Email & Phone Number
Principal, Director of Research @ Cerity Partners
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Steven Ramirez Location
- California, United States
Steven Ramirez Work
- 2023 -now Principal, Director of Research @
- 2022 -now Principal, Wealth and Investment Advisor @
- 2021 -2021 Wealth Management Advisor @
- 2020 -2021 Financial Advisor @
- 2015 -2019 Investment Strategist @
- 2001 -2014 Senior Portfolio Manager @
Steven Ramirez Education
- UC Berkeley Haas School of Business
- University of Southern California
Steven Ramirez Skills
- Hedge Funds
- Asset Allocation
- Alternative Investments
- Investments
- Investment Management
- Financial Modeling
- Investment Strategies
- Mutual Funds
- Derivatives
- Fixed Income
- Capital Markets
- Financial Analysis
- Strategy
- Finance
- Valuation
- Securities
- Bloomberg
- Portfolio Optimization
- Chartered Financial Analyst
- Proficient in the R programming language
- R
- Microsoft Excel
- SQL
- Data Analysis
- Economics
- Morningstar
- Retirement Planning
- financial strategies
- Strategic Planning
- Risk Assessment
- Asset Protection Strategies
- Portfolio Review
- Estate Considerations
Steven Ramirez Summary
- Steven Ramirez, based in California, United States, is currently a Principal, Director of Research at Cerity Partners. Steven Ramirez brings experience from previous roles at Cerity Partners, Edward Jones and Mellon Capital Management. Steven Ramirez holds a UC Berkeley Haas School of Business. With a robust skill set that includes Hedge Funds, Asset Allocation, Alternative Investments, Investments, Investment Management and more. Steven Ramirez has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Cerity Partners Employees
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Kurt Miscinski
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Stephen Lauck
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San Francisco, CA, US
Art Prostick
Chief Compliance Officer
Albany, NY, US
Thomas Karsten
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Ashley Guerra
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Pasadena, CA, US
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