Octavio Ramirez is a high-skilled expert, that works in Vanguard as a Client Relationship Administrator - High Net worth clients since 2011. Octavio Ramirez has earned professional experience in more than nine positions at different companies. Octavio Ramirez went to the Nova Southeastern University and received education from 2008 to 2009. This person has the following qualifications: Series 7, Series 63, and Series 9. Irving, Texas is the city, where this person was known to live. Their phone number and email are accessed through this website by request.
Name variants:
Octavio Ramirez
Contact Information
Last Update
Jul 9, 2022
Email
oc**@vanguard.com, oc**@hotmail.com
Location
Irving, TX
Company
Workplace
Client Relationship Administrator - High Net worth clients
Valley Forge, PA
Industry
Financial Services
Colleagues
Work History
Client Relationship Administrator - High Net worth clients
Pennsylvania
•Manage and develop over $1 billion assets across 600 High Net-worth Client groups
•Build and administer solid client relationship through investment discussions on asset allocation of asse...
from Mar 2011
President - NSHMBA Philadelphia Chapter
•Leads executive board members and provides strategic direction, execution and vision to foster Hispanic leadership development through graduate management education and professional develop...
from Jan 2012
Treasurer - Philadelphia Chapter
Greater Philadelphia Area
Create and manage the yearly budgeting process, actively participate in management strategy discussions, all while preparing financial statement and revenue detail reports at each monthly bo...
Mar 2011 — Mar 2012
VP of MIS and Communications - South Florida Chapter
•Manage NSHMBA South Florida chapter's website, online banner advertising, email marketing and wide range of communications products (Press releases, News letter and email blast).
•Webmaster...
Jan 2010 — Apr 2011
Licensed Registered Banker
•Acquired, retained and developed customer relationships through cross selling opportunities.
•Established close relationships with assigned business partners, such as Mortgage, Business Ban...
Apr 2010 — Mar 2011
Marketing & Business Development
•Elaborated and implemented marketing plan and marketing budget for the year 2010 through financial models including forecasting, margin analysis and pricing policy
• Created design brief an...
Nov 2009 — Jun 2010
Marketing Intern
•Developed, analyzed and presented comprehensive reports of website's analytics trough Omniture SiteCatalyst ang Google Adwords
•Assisted CMO and Online Marketing Manager in planning and im...
Feb 2009 — Apr 2009
Portfolio manager/underwriter
•Managed total customers portfolio adding up to 3M though evaluation of financial strength and credit worthiness of borrowers resulting in diligent and accurate loans
•Developed customer me...
2007 — 2008
Product Manager
•Managed Purchasing and Corporate Card product launches into existing and new bank accounts, going through how the product fits in with the company's business, implementation, development, t...
2004 — 2006
Education
2008 — 2009
2000 — 2005
Occupations
Executive
Vice President
Service Manager
Accountant
Finance and Accounting Specialist
Chairperson
Chief Executive
Service Operations Expert
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Leadership
Strategy
Strategic Financial Planning
Management
Strategic Planning
Crm
Series 63
Finance
Series 7
Business Development
Financial Services
Public Speaking
Analytics
Financial Planning
Series 6
Sales
Project Management
Investments
Finra
Financial Analysis
Customer Relationship Management
Relationship Management
Leadership Development
Social Media
Capital Markets
Wealth Management
Portfolio Management
Social Networking
Human Resources
Budgets
Email Marketing
Budgeting
Banking
Credit
Loans
FAQs about Octavio Ramirez
What's the profession of Octavio Ramirez?
This professional's job is Vice President - Direct Service Manager
What jobs is Octavio Ramirez a professional at?
The expert is proficient at such jobs as Executive and Vice President.
Where is Octavio Ramirez located?
The professional is currently located in Irving, Texas.
Does Octavio Ramirez have the email address?
oc**@vanguard.com and oc**@hotmail.com is The expert's email address.
Where did Octavio Ramirez work?
The professional worked at Vanguard, NSHMBA.
What education does Octavio Ramirez have?
Octavio studied at the Nova Southeastern University from 2008 to 2009.
What are the certifications of Octavio Ramirez?
This expert received the following certifications: Series 7, Series 63, Series 9, and Series 10.
What languages does Octavio Ramirez speak?
Octavio Ramirez speaks Spanish and English.