Rene Ramirez
CEO and Chief Investment Officer at ProActive Planning Partners Wealth Management | New York, New York, United States
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Rene Ramirez’s Emails rr****@pr****.com
Rene Ramirez’s Phone Numbers +1347537****
Social Media
Rene Ramirez’s Location New York, New York, United States
Rene Ramirez’s Expertise CEO and Chief Investment Officer at ProActive Planning Partners Wealth Management
Rene Ramirez’s Current Industry ProActive Planning Partners Wealth Management
Rene
Ramirez’s Prior Industry
USAA Investment Management
|
Citicorp Investment Services
|
Dents Direct
|
Advisors Asset Management, Inc.
|
Halen Capital
|
World Equity Group
|
PRB Wealth Management
|
ProActive Planning Partners Wealth Management
|
ProActive Planning Partners
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Work Experience
ProActive Planning Partners Wealth Management
CEO and Chief Investment Officer
2019-05-01 — Present
ProActive Planning Partners
CEO and Chief Investment Officer
2019-05-01 — Present
PRB Wealth Management
President & Chief Investment Officer
2018-10-01 — 2019-04-01
PRB Wealth Management
Chief Investment Officer
2016-12-01 — 2018-10-01
World Equity Group
Founding Partner, Capital Markets Institutional Sales and Trading
2015-02-01 — 2016-12-01
Halen Capital
President and Interim CEO
2014-03-01 — 2015-01-01
Halen Capital
Senior Vice President
2013-10-01 — 2014-03-01
Advisors Asset Management, Inc.
Senior Vice President, Director of Investment Sales
2003-02-01 — 2013-08-01
Dents Direct
Consultant and Part Owner
2001-01-01 — 2003-01-01
Citicorp Investment Services
Citigold Representative/Relationship Manager
1997-01-01 — 1997-01-01
USAA Investment Management
Team Leader
1994-01-01 — 2001-01-01Skills
Languages
Rene Ramirez Email Addresses
Rene Ramirez Phone Number
FAQ About Rene Ramirez
-
Rene Ramirez is located at
New York, New York, United States -
Rene Ramirez is a
CEO and Chief Investment Officer at ProActive Planning Partners Wealth Management ProActive Planning Partners Wealth Management -
Rene Ramirez currently works in the
ProActive Planning Partners Wealth Management -
Rene Ramirez specializes in
CEO and Chief Investment Officer at ProActive Planning Partners Wealth Management -
Rene Ramirez speaks the following languages:
No languages available. -
Rene Ramirez has prior experience in the following industries:
PRB Wealth Management , PRB Wealth Management , World Equity Group , Halen Capital , Halen Capital , Advisors Asset Management, Inc. , Dents Direct , Citicorp Investment Services , USAA Investment Management -
Rene Ramirez has the following professional experience:
ProActive Planning Partners Wealth Management , ProActive Planning Partners , PRB Wealth Management , PRB Wealth Management , World Equity Group , Halen Capital , Halen Capital , Advisors Asset Management, Inc. , Dents Direct , Citicorp Investment Services , USAA Investment Management . -
You can view Rene Ramirez’s
LinkedIn profile at LinkedIn URL. -
Rene Ramirez’s work email addresses are
[email protected] . -
Rene Ramirez works at
ProActive Planning Partners Wealth Management
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