Julie Ramirez

Julie Ramirez Email and Phone Number

Digital Channel Executive, Wealth Management Platforms & Process @ Bank of America Merrill Lynch
charlotte, north carolina, united states
Julie Ramirez's Location
Princeton, New Jersey, United States, United States
Julie Ramirez's Contact Details
About Julie Ramirez

Wealth Management platform owner, Senior Business Analyst, Project Manager, Program Manager with over 30 years of in-depth experience in the investment management sector. Established track record of leading complex, global, technology and business initiatives and strategy in a variety of functional areas in Investment Management. Proven ability to manage employee and outsourced resources, monitor delivery, mitigate risks and resolve complex business problems while building strong partnerships with key stakeholders. • Application development planning & implementation; agile & waterfall methodologies• Analysis of complex, global, cross-functional business processes • Management of large-scale business & technology initiatives• Global project portfolio management & resource planning• Risk management• System conversion planning, testing, and execution• Project budgeting and planning • Vendor selection and ongoing management • Business infrastructure management

Julie Ramirez's Current Company Details
Bank of America Merrill Lynch

Bank Of America Merrill Lynch

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Digital Channel Executive, Wealth Management Platforms & Process
charlotte, north carolina, united states
Website:
bofaml.com
Employees:
23988
Julie Ramirez Work Experience Details
  • Bank Of America Merrill Lynch
    Director
    Bank Of America Merrill Lynch Aug 2023 - Present
    Leading Wealth Management Client Service Platforms and field facing UX design as part of the Merrill Platforms and Capabilities Team
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  • Bank Of America Merrill Lynch
    Director
    Bank Of America Merrill Lynch Oct 2018 - Aug 2023
    Hopewell, New Jersey
    Project Portfolio Delivery Lead, Risk Champion, and Employee Engagement Champion for Wealth Management Trading and Operations Technology
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  • Princeton University
    Project Manager For Strategic It Initiatives, Project And Office Of Information Technology
    Princeton University May 2018 - Sep 2018
    Princeton, New Jersey
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  • Princeton University
    Financial Systems Project Manager, Office Of Finance And Treasury
    Princeton University Sep 2016 - May 2018
    Princeton, New Jersey
    Manage strategic system initiatives for the Office of Finance and Treasury* PeopleSoft Asset Management module implementation* Conga Novatus/DocuSign contract management system implementation
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  • Goldman Sachs
    Vice President, Senior Engineer, Private Wealth Management Technology, Digital Platform
    Goldman Sachs Jan 2014 - Jun 2016
    Senior business analyst/ project manager focused on the delivery of PWM's next generation Client Digital Platform (web & mobile)
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  • Goldman Sachs
    Vice President, Chief Of Staff, Private Wealth Management (Pwm) Technology
    Goldman Sachs Jan 2011 - Jan 2014
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  • Goldman Sachs
    Vice President, Goldman Sachs Asset Management (Gsam) Technology
    Goldman Sachs May 2008 - Nov 2011
    Senior Business Analyst, Project Manager and Program Manager
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  • Goldman Sachs
    Vice President, Hedge Fund Strategies (Hfs)
    Goldman Sachs 2003 - 2008
    Princeton, New Jersey
    Hedge Fund of Funds Middle Office
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  • Goldman Sachs
    Vice President, Goldman Sachs Asset Management (Gsam) Technology
    Goldman Sachs May 1998 - Oct 2003
    Business analyst and Project Manager
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  • Bankers Trust
    Assistant Vice President
    Bankers Trust Nov 1996 - Apr 1998
    Relationship Manager at BTFSIS, a wholly owned subsidiary of Bankers Trust
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  • Paribas
    Business Analyst, Technology
    Paribas Oct 1994 - Nov 1996
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Julie Ramirez Skills

Program Management Software Project Management Pmo Project Management Vendor Management External Resource Management Project Planning Project Portfolio Management Middle Office Software Quality Assurance Business Process Improvement Process Improvement Project Coordination Risk Management Software Requirements Software Implementation Project Execution Business Analysis Mobile Applications Web Project Management Digital Project Management Asset Management Wealth Management Equities Financial Services Management Communication Uat Coordination Full Sdlc Derivatives

Julie Ramirez Education Details

Frequently Asked Questions about Julie Ramirez

What company does Julie Ramirez work for?

Julie Ramirez works for Bank Of America Merrill Lynch

What is Julie Ramirez's role at the current company?

Julie Ramirez's current role is Digital Channel Executive, Wealth Management Platforms & Process.

What is Julie Ramirez's email address?

Julie Ramirez's email address is julie.ramirez@gs.com

What is Julie Ramirez's direct phone number?

Julie Ramirez's direct phone number is +151684*****

What schools did Julie Ramirez attend?

Julie Ramirez attended Tufts University, Columbia | Sipa, Townsend Harris High School At Queens College.

What skills is Julie Ramirez known for?

Julie Ramirez has skills like Program Management, Software Project Management, Pmo, Project Management, Vendor Management, External Resource Management, Project Planning, Project Portfolio Management, Middle Office, Software Quality Assurance, Business Process Improvement, Process Improvement.

Who are Julie Ramirez's colleagues?

Julie Ramirez's colleagues are Carlin Walker, James Brune, Tiffany Yeo, Daniel Mcgennis, Jonathan Gruca, Navin Yadav, Samantha Sylvester.

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