Tony Ramirez Email & Phone Number
President, CEO and Wealth Advisor
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Tony Ramirez Location
- San Juan, Puerto Rico
Tony Ramirez Work
- 2016 -now President, CEO and Wealth Advisor @ Concert Investment Advisory, LLC
- 2010 -2016 Wealth Manager @
- 2006 -2011 Regional Consultant @
- 2004 -2006 VP @
- 1996 -2004 Regional Sales Director @
Tony Ramirez Education
- California State University-Los Angeles
(Sociology)
1994-1997
Tony Ramirez Skills
- Competitive Cyclist / Cycling Enthusiast
- Managed Accounts
- Alternative Investments
- Wealth Management
- Investment Management
- Microsoft Excel
- Competitive Cyclist
- Team Building
- Strategic Planning
- Sales Management
- Cycling Enthusiast
- Portfolio Management
- Sales
- Public Speaking
Tony Ramirez Summary
- Tony Ramirez, based in San Juan, Puerto Rico, is currently a President, CEO and Wealth Advisor at Concert Investment Advisory, LLC. Tony Ramirez brings experience from previous roles at Private Advisory Group, Fidelity Investments, Churchill Management Group and TD Ameritrade. Tony Ramirez holds a 1994 - 1997 California State University-Los Angeles. With a robust skill set that includes Competitive Cyclist / Cycling Enthusiast, Managed Accounts, Alternative Investments, Wealth Management, Investment Management and more. Tony Ramirez has 3 mobile phone numbers on RocketReach.
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