Jeffrey Ramsey
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Jeffrey Ramsey Email & Phone Number

Chief Operating Officer and Chief Compliance Officer at Quotient Wealth Partners
Location: Plano, Texas, United States 6 work roles 1 school
1 work email found @hfs-wm.com 4 phones found area 858, 800, and 972 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email j****@hfs-wm.com
Direct phone (858) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Chief Operating Officer and Chief Compliance Officer
Location
Plano, Texas, United States

Who is Jeffrey Ramsey? Overview

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Quick answer

Jeffrey Ramsey is listed as Chief Operating Officer and Chief Compliance Officer at Quotient Wealth Partners, based in Plano, Texas, United States. AeroLeads shows a work email signal at hfs-wm.com, phone signal with area code 858, 800, 972, and a matched LinkedIn profile for Jeffrey Ramsey.

Jeffrey Ramsey previously worked as Director of Operations at Quotient Wealth Partners and Business Consultant at Bny Mellon | Pershing. Jeffrey Ramsey holds Bachelor Of Science (B.S.), Business Administration from Centenary College Of Louisiana.

Company email context

Email format at Quotient Wealth Partners

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{first}.{last}@hfs-wm.com
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AeroLeads found 1 current-domain work email signal for Jeffrey Ramsey. Compare company email patterns before reaching out.

Profile bio

About Jeffrey Ramsey

I have a history of identifying and solving problems, in both large international companies and small family-owned firm. I am excellent in cultivating relationships, resulting in people bringing me issues within their group or asking me to use my creativity to find a better way to do things. I am able to implement major changes with a department or group and have been entrusted by executive management to make the difficult decisions that come with those changes. I possess extensive experience in continuous operational process improvements, using operational analysis, process design, internal controls and documenting the resulting policies and procedures. With these operational improvements, the firm saw a 30% reduction in cost. I have worked with a firm during a downturn in the market to keep profit margins stable, with revenue being flat. I have designed management reports for periodic meetings with firm executives to discuss how the firm is performing and areas that need attention. I have been responsible for creating team and firm budgets and using benchmark analysis to see how we compare to other firms. I worked through segmenting our clients and identified a segment that was neglected and worked to create a business line and instead of eliminating clients, we created a new revenue source from smaller growing clients. I have put together and presented employee training programs resulting in increased use of technology and better productivity. We had a 20% increase in client assets but were able to maintain employee levels and cost through the increased productivity.Key Competencies:Policies, Processes & ProceduresContinuous ImprovementSystem Implementations (Sql)Budget, Cost & Internal ControlsProject Planning & ManagementWorkforce Planning & SchedulingKey Account ManagementFinancial & Management ReportingCustomer RelationsRegulatory ComplianceContract & Agreement NegotiationsTraining & Leadership DevelopmentStrategic Planning Operations AnalysisData SecurityQuality & Operations AuditsRisk Assessment & MitigationVendor RelationsOrganizational Design & DevelopmentAnalyticalCommunicator/PresenterResults DrivenSense Of HumorInnovativeInterpersonalProblem SolverAdaptableOrganized DecisiveLeadershipTeam BuilderLeadershipLarge & Small Company ExperienceTurnaround & Transitional SituationsContact Info: jkramsey71@yahoo.com

Listed skills include Auditing, Process Improvement, Internal Controls, Compliance, and 60 others.

Current workplace

Jeffrey Ramsey's current company

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Quotient Wealth Partners
Quotient Wealth Partners
Chief Operating Officer and Chief Compliance Officer
AeroLeads page
6 roles

Jeffrey Ramsey work experience

A career timeline built from the work history available for this profile.

Director Of Operations

Dallas, Texas, United States

Jeff Ramsey is the Director of Operations for Quotient Wealth Partners. Bringing over 17 years of experience, Jeff focuses on enhancing the client experience from the on-boarding process through the tenure of the relationship, as well as building structures and processes to help enhance the firm.Prior to his role at Quotient Wealth Partners, held the role of Senior Vice President and Business Consultant and Chief Operating Officer/Chief Compliance Officer, assisting RIA firms by providing guidance across multiple topics and assisting with operational and compliance aspects of firms.

Senior Auditor

Kba
May 2003 - Sep 2008
1 education record

Jeffrey Ramsey education

FAQ

Frequently asked questions about Jeffrey Ramsey

Quick answers generated from the profile data available on this page.

What company does Jeffrey Ramsey work for?

Jeffrey Ramsey works for Quotient Wealth Partners.

What is Jeffrey Ramsey's role at Quotient Wealth Partners?

Jeffrey Ramsey is listed as Chief Operating Officer and Chief Compliance Officer at Quotient Wealth Partners.

What is Jeffrey Ramsey's email address?

AeroLeads has found 1 work email signal at @hfs-wm.com for Jeffrey Ramsey at Quotient Wealth Partners.

What is Jeffrey Ramsey's phone number?

AeroLeads has found 4 phone signal(s) with area code 858, 800, 972 for Jeffrey Ramsey at Quotient Wealth Partners.

Where is Jeffrey Ramsey based?

Jeffrey Ramsey is based in Plano, Texas, United States while working with Quotient Wealth Partners.

What companies has Jeffrey Ramsey worked for?

Jeffrey Ramsey has worked for Quotient Wealth Partners, Bny Mellon | Pershing, Hfs Wealth Management, Lee Financial Corporation, and Kba.

How can I contact Jeffrey Ramsey?

You can use AeroLeads to view verified contact signals for Jeffrey Ramsey at Quotient Wealth Partners, including work email, phone, and LinkedIn data when available.

What schools did Jeffrey Ramsey attend?

Jeffrey Ramsey holds Bachelor Of Science (B.S.), Business Administration from Centenary College Of Louisiana.

What skills is Jeffrey Ramsey known for?

Jeffrey Ramsey is listed with skills including Auditing, Process Improvement, Internal Controls, Compliance, Procedure Development, Risk Management, Regulatory Compliance, and Microsoft Excel.

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