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Jancy Ramirez is listed as First Foundation Advisors- Operations at First Foundation Inc., a with 188 employees, based in Irvine, California, United States. AeroLeads shows a matched LinkedIn profile for Jancy Ramirez.
Jancy Ramirez previously worked as Account Services Administrator at First Foundation Inc. and Operations Supervisor IV at Schoolsfirst Federal Credit Union. Jancy Ramirez holds Business Administration, Management And Operations from San Diego State University.
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Investment, Commercial and Retail Banking, offering 14 years of experience in Financial Services.
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Irvine, California, United States
• Facilitates all documentation for 401k’s, IRA’s, trust, personal and business accounts between Charles Schwab, TD Ameritrade and Fidelity. First Foundation Advisors, reports, risk management and training.
Irvine, Ca
• Analyzed all reports regarding cash and negotiables for the branch in preparation of periodic reports.• Trained multiple member services representatives at the branch location.• Performed audits for each department in the branch and worked with auditor to deliver compliance records.
Ladera Ranch, California, United States
• Reviewed all financial institutions’ records on a daily, weekly, monthly and annual basis.• Analyzed all operational functions for multiple branches, including Florida East Coast acquisition for 5 years.• Hired, trained, and staffed over 10 branches within the same district while following banking compliance guidelines. • Supported retail branch banking auditors with the facilitation of annual branch audits with a passing score.
Other employees you can reach at ff-inc.com. View company contacts for 188 employees →
Jennifer (Jenny) Cross
Colleague at First Foundation Inc.Newport Beach, California, United States
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Ricardo Ribeiro, Cfp®
Colleague at First Foundation Inc.Los Angeles, California, United States
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Victoria Nuno
Colleague at First Foundation Inc.Los Alamitos, California, United States
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Emily Eaves
Colleague at First Foundation Inc.Tustin, California, United States
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Danielle Schilling
Colleague at First Foundation Inc.Naples, Florida, United States
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Kris Long
Colleague at First Foundation Inc.Sioux Falls, South Dakota, United States
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Adrian R Geiser Cfp®, Ctfa
Colleague at First Foundation Inc.Irvine, California, United States
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Riaz Qamari
Colleague at First Foundation Inc.Dallas-Fort Worth Metroplex, United States
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Ben T.
Colleague at First Foundation Inc.Irvine, California, United States
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Bree Johnson, Clfp
Colleague at First Foundation Inc.Anaheim, California, United States
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Quick answers generated from the profile data available on this page.
Jancy Ramirez works for First Foundation Inc..
Jancy Ramirez is listed as First Foundation Advisors- Operations at First Foundation Inc..
Jancy Ramirez is based in Irvine, California, United States while working with First Foundation Inc..
Jancy Ramirez has worked for First Foundation Inc., Schoolsfirst Federal Credit Union, and Wells Fargo.
Jancy Ramirez's colleagues at First Foundation Inc. include Jennifer (Jenny) Cross, Ricardo Ribeiro, Cfp®, Victoria Nuno, Emily Eaves, and Danielle Schilling.
You can use AeroLeads to view verified contact signals for Jancy Ramirez at First Foundation Inc., including work email, phone, and LinkedIn data when available.
Jancy Ramirez holds Business Administration, Management And Operations from San Diego State University.
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