Ramona Schodin

Ramona Schodin

Executive Assistant to the CMO at Cetera Financial Group
San Diego, California, United States

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Work Experience

Cetera Financial Group

Executive Assistant to the CMO

2019-04-01 - Present

HP

Executive Engagement and Partner Relations Manager

2017-10-01 - 2018-11-01

Skills

wealth management services financial advisory financial services financial modeling financial planning financial markets fintech broker dealer compliance broker dealer operations retirement planning retirement plan consulting tax advisory inheritance tax planning estate planning estate tax planning education savings saving for education 529 plans college funding strategies healthcare consulting collaborate innovation

Languages

English