Mariah Ramirez
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Mariah Ramirez Email & Phone Number

Client Service Manager for individuals and families in every phase of their financial lives at Halbert Hargrove
Location: Los Angeles Metropolitan Area, United States 11 work roles 2 schools
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Current company
Halbert Hargrove
Role
Client Service Manager for individuals and families in every phase of their financial lives
Location
Los Angeles Metropolitan Area, United States
Company size
38 employees

Who is Mariah Ramirez? Overview

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Quick answer

Mariah Ramirez is listed as Client Service Manager for individuals and families in every phase of their financial lives at Halbert Hargrove, a with 38 employees, based in Los Angeles Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Mariah Ramirez.

Mariah Ramirez previously worked as Client Service Manager at Halbert Hargrove and Associate Client Service Manager at Halbert Hargrove. Mariah Ramirez holds Bachelor Of Science - Bs, Business - Finance Option from California State University, Long Beach.

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Halbert Hargrove

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Profile bio

About Mariah Ramirez

As your life evolves, so should your financial strategies. We balance investment risk and reward for your life circumstances as each new challenge, aspiration and opportunity arises. What matters to you? Through fearless conversations, we get clarity about your resources, commitments and life goals. This informs everything we do on your behalf. Our goal? For you to feel confident and supported, not just during the market’s – and life’s – highs but throughout the lows as well. Our vision: A fearless pursuit of well-lived todays and tomorrows for you and those close to you.

Listed skills include Leadership, Community Outreach, Public Speaking, Mentoring, and 4 others.

Current workplace

Mariah Ramirez's current company

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Halbert Hargrove
Halbert Hargrove
Client Service Manager for individuals and families in every phase of their financial lives
long beach, california, united states
Website
halberthargrove.com
Employees
38
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11 roles

Mariah Ramirez work experience

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

Client Service Manager

Current
Halbert Hargrove

Long Beach, California, United States

As Client Service Manager, I take care of a host of diverse details and responsibilities formy clients’ accounts. My role includes oversight of Halbert Hargrove’s administrative andclient documentation systems—along with ensuring that we continue to follow bestpractices as a fiduciary. I maintain an open communication with my clients, followingthrough on all regulatory paperwork, assisting them with tracking their accounts throughthe HH website, and making sure all their requests and needs are attended to. Workingas part of a team with the Regional Director and Relationship Manager, we aspire toknow our clients well so that we can address their unique needs and preferences.

Jun 2023 - Present

Associate Client Service Manager

Halbert Hargrove

Long Beach, California, United States

Apr 2022 - Jul 2023

Finance Intern

Halbert Hargrove

Long Beach, California, United States

Aug 2021 - Apr 2022

Student Assistant

Ukleja Center For Ethical Leadership

California State University Long Beach

Aug 2019 - May 2022

Finance Intern

Halbert Hargrove

Long Beach, California, United States

Mar 2019 - Oct 2020

Director Of Finance And Sponsorships

Tedxcsulb

Long Beach

Maintain a detailed budget that allows for many different opportunities to be pursued by TEDxCSULBMonitor the money that is coming in and going out of our accountsResponsible for any reimbursements that are necessarySeek sponsors, donors, and community supporters who can provide support for, during, and after the conferenceManage a two person Financial team to ensure the organization is reaching its full potential (financially)

Dec 2018 - Jun 2020

Public Relations Intern

California Girls State Alumnae Foundation (Gsaf)

Created promotional videos during and after the Girls State 2019 sessionCreated social media posts before, during, and after the Girls State 2019 sessionTook photographs for the program's social media sites (Instagram: @alacagirlsstate) and for fundraising purposesSupport of the 2020 internship opportunities via infographics, videos, and social media posts

Feb 2019 - Aug 2019
Team & coworkers

Colleagues at Halbert Hargrove

Other employees you can reach at halberthargrove.com. View company contacts for 38 employees →

JE John Esparza John Esparza Colleague at Halbert HargroveLos Angeles Metropolitan Area, United States View → MW Michelle White Aif® Michelle White Aif® Colleague at Halbert HargroveLong Beach, California, United States View → RH Russ Hill Russ Hill Colleague at Halbert HargroveLong Beach, California, United States View → JC Jennifer Caravello Jennifer Caravello Colleague at Halbert HargroveSeattle, Washington, United States View → KC Katie Clapps Katie Clapps Colleague at Halbert HargroveLomita, California, United States View → AY Alexander Yamaguchi Alexander Yamaguchi Colleague at Halbert HargrovePhoenix, Arizona, United States View → EC Ethan Campbell Ethan Campbell Colleague at Halbert HargroveOrange County, California, United States View → VB Vincent Birardi, Cfp®, Aif®, Mba, Msis Vincent Birardi, Cfp®, Aif®, Mba, Msis Colleague at Halbert HargroveLong Beach, California, United States View → PS Phoebe Switzer Phoebe Switzer Colleague at Halbert HargroveLos Angeles, California, United States View → TK Tuesday Kendrick Tuesday Kendrick Colleague at Halbert HargroveLong Beach, California, United States View →
2 education records

Mariah Ramirez education

Bachelor Of Science - Bs, Business - Finance Option

California State University, Long Beach

Activities and Societies: University Honors Program | President's Scholar | Honors Peer Mentoring Program (HPMP) | Society of Women.

Millikan Business Academy (Mba)

Millikan High School

Activities and Societies: Female Leadership Academy | Millikan Business Academy Club | National Honor Society (NHS) | Hiking Club |.

FAQ

Frequently asked questions about Mariah Ramirez

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

What company does Mariah Ramirez work for?

Mariah Ramirez works for Halbert Hargrove.

What is Mariah Ramirez's role at Halbert Hargrove?

Mariah Ramirez is listed as Client Service Manager for individuals and families in every phase of their financial lives at Halbert Hargrove.

Where is Mariah Ramirez based?

Mariah Ramirez is based in Los Angeles Metropolitan Area, United States while working with Halbert Hargrove.

What companies has Mariah Ramirez worked for?

Mariah Ramirez has worked for Halbert Hargrove, Ukleja Center For Ethical Leadership, California State University, Long Beach, Northwestern Mutual, and Tedxcsulb.

Who are Mariah Ramirez's colleagues at Halbert Hargrove?

Mariah Ramirez's colleagues at Halbert Hargrove include John Esparza, Michelle White Aif®, Russ Hill, Jennifer Caravello, and Katie Clapps.

How can I contact Mariah Ramirez?

You can use AeroLeads to view verified contact signals for Mariah Ramirez at Halbert Hargrove, including work email, phone, and LinkedIn data when available.

What schools did Mariah Ramirez attend?

Mariah Ramirez holds Bachelor Of Science - Bs, Business - Finance Option from California State University, Long Beach.

What skills is Mariah Ramirez known for?

Mariah Ramirez is listed with skills including Leadership, Community Outreach, Public Speaking, Mentoring, Teaching, Communication, Love Of Learning, and Enjoys Challenges.

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