We found the following information about German M Ramirez at Kingsview Asset Management, where this person has worked as a Senior Vice President - Private Client Services since 2015. German's total work experience is over 13 years, during which time this person had at least eight jobs at different places to develop professional skills. German M Ramirez studied at the University of Miami from 2013. German M Ramirez received the following certifications: Certified Financial Planner Professional and Cfp Board. German M Ramirez is experienced in two languages: English and Spanish. Tampa, Florida is the place where this person currently lives. You can contact with German by searching for phone or email or get further information by requesting access to German's details from SoftwareOfficial.
Name variants:
German Ramirez
Last updated May 17, 2024
Contact Information
Workplace
Senior Vice President - Private Client Services
Industry
Financial Services
Colleagues
Work History
Senior Vice President - Private Client Services
509 southeast 7Th St, Grants Pass, OR 97526
Jun 2015 — Aug 2016
Chief Investment Officer and Managing Director and Senior Wealth Manager
600 Old Country Rd SUITE 305, Garden City, NY 11530
from Aug 2016
Vice President - Financial Consultant
211 Main St, San Francisco, CA 94105
Jul 1, 2012 — Jun 2015
Financial Consultant
4400 Biscayne Boulevard Way, Miami, FL 33131
Nov 2011 — Jun 2012
Financial Consultant
5555 west Grande Market Dr, Appleton, WI 54913
Mar 2007 — Nov 2011
Financial Consultant
1295 State Street Ter, Springfield, MA 01109
Nov 2006 — Mar 2007
Financial Services Representative
303 Peachtree St, Atlanta, GA 30308
Mar 2003 — Jul 2005
Education
from 2013
2001 — 2004
1999 — 2001
Occupations
Executive
Chief Executive Officer
Founder
Senior Vice President
Accountant
Finance and Accounting Specialist
Chief Investment Officer
Manager
Corporate Executive
Chief Executive
Founding Member
Vice President
Accounting Bookkeeper
Bookkeeper
Management Analysts
Operations Manager
Skills
Portfolio Management
Financial Services
Investment Advisory
Finance
Investments
Wealth Management
Mutual Funds
Management
Financial Planning
Financial Advisory
Retirement Planning
Asset Management
Securities
Insurance
Life Insurance
Series 63
Wealth Accumulation
Asset Allocation
Financial Analysis
Investment Strategies
Retirement
Alternative Investments
Estate Planning
Investment Management
Banking
401K
Risk Management
Equities
Fixed Income
Fixed Annuities
Loans
FAQs about German M Ramirez
What is the main profession of German M Ramirez?
The expert is a Managing Director and Founder.
What jobs is German a professional at?
The expert is proficient at Executive and Chief Executive Officer jobs.
Where is German M Ramirez located?
German M Ramirez is currently located in Tampa, Florida.
What is German M Ramirez's email?
German's email is ge**@bfsta.com.
Where did German M Ramirez work?
The expert worked at Kingsview Asset Management, Blueprint Wealth Alliance.
Where has German M Ramirez studied?
German studied at the University of Miami from 2013.
Are there any certifications, that German M Ramirez has?
This professional received the following certifications: Certified Financial Planner Professional and Cfp Board.
What languages does German M Ramirez speak?
German M Ramirez speaks English and Spanish.