Oscar Ramirez

Oscar Ramirez

**, ********* **********
Phoenix, Arizona, United States

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Work Experience

Charles Schwab

VP, Financial Consultant

2021-09-01 - Present

Bank of the West/BNP Paribas NY Wealth Management

AVP, Wealth Financial Advisor

2020-12-01 - 2021-09-01

Bank of the West

Financial Advisor

2018-08-01 - 2021-09-01

Merrill Edge

Sr. Trust Concierge

2016-03-01 - 2018-08-01

Wells Fargo

Banker

2006-01-01 - 2008-01-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services mutual fund clearing services banks & credit unions financial advising financial services investing

Languages

English