Denise Ramsey Email and Phone Number
Denise Ramsey work email
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Denise Ramsey personal email
Extensive experience in operational management including banking, financial servicing, and retail management/ownership. Project management, revenue and sales analysis, staff management and development, operational efficiency, strategy, process re-engineering and documentation.
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Senior Manager, Practice Management And Business DevelopmentCaptrustVienna, Va, Us -
Chief Operating OfficerCampbell Wealth Management Apr 2023 - PresentAlexandria, Virginia, Us -
Director Of Client ServiceCampbell Wealth Management Aug 2022 - Apr 2023Alexandria, Virginia, Us -
Director Of OperationsVlp Financial Advisors Jan 2016 - Aug 2022Vienna, Va, UsEnsure and maintain operational efficiency in order to provide outstanding client service. -
Owner/VpPump It Up Jan 2005 - Jan 2016Tempe, Az, UsResponsible for all aspects of business operations including recruiting, marketing, strategic planning, staff development, product implementation, sales generation, policy and procedures, risk management, and customer service. -
Vice PresidentFbr National Bank Aug 2000 - Jan 2002Responsible for all aspects of Transfer Agent, including customer service call center, account transactions, deposits, redemptions, tax reporting, broker trades, large client custody accounts. Managed conversion and implementation of new Shareholder Service system.
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Manager/Financial AnalystGmac Commercial Mortgage Jan 1998 - Aug 2000UsManager - Review of financial analysis work by staff on commercial loans, both warehouse and securitized portfolios, liaison for IT project to move analysis into electronic format, team member of transitional group to train international staff, staff development, performance reviews and hiring.Analyst - Financial analysis of portfolio loans, both warehouse and securitizations, head analyst on Freddie Mac portfolio, responsible for client contact and care. -
Insurance CoordinatorIci Mutual Nov 1996 - Nov 1997UsManaged insurance portfolio of financial service clients. Provided customer service with billing and admin issues, analyzed and proposed coverage E&O and GL coverage, handled annual renewals and negotiations. -
Shareholder Service RepGit Investment Funds Aug 1995 - Nov 1996Handled incoming calls from shareholders. Processed account activity, researched account issues, explained investment options. Worked in broker/dealer settling trades. Licensed Series 7, 63 representative.
Denise Ramsey Skills
Denise Ramsey Education Details
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Muhlenberg CollegeEconomics -
Col Zadok Magruder Hs
Frequently Asked Questions about Denise Ramsey
What company does Denise Ramsey work for?
Denise Ramsey works for Captrust
What is Denise Ramsey's role at the current company?
Denise Ramsey's current role is Senior Manager, Practice Management and Business Development.
What is Denise Ramsey's email address?
Denise Ramsey's email address is dr****@****pfa.com
What schools did Denise Ramsey attend?
Denise Ramsey attended Muhlenberg College, Col Zadok Magruder Hs.
What are some of Denise Ramsey's interests?
Denise Ramsey has interest in Children.
What skills is Denise Ramsey known for?
Denise Ramsey has skills like Financial Analysis, Business Process Improvement, Operations Management, Sales Operations, Project Management, Banking, Marketing Strategy, Mutual Funds, Staff Development, Staff Management, Strategic Planning, Customer Service.
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