Mario Ramirez

Mario Ramirez Email and Phone Number

Founder | CEO @ MRamirez Group, LLC
Texas, United States
Mario Ramirez's Location
Dallas-Fort Worth Metroplex, United States
Mario Ramirez's Contact Details
About Mario Ramirez

As a member of the Senior Leadership Team at TIAA, I led the Hispanic Market nationally while also leading Executive Relations for our CEO and executive team. My responsibilities included establishing strategic relationships with leaders across higher education, business and government. After over 20 years at TIAA I transitioned into a new direction where I could leverage my experience, expertise and relationships.My work focuses on serving the needs of ultra-high net worth families and family offices by providing investment access and business development of portfolio companies. Through a variety of roles and companies, each with their own set of capabilities, I’m able to work in a very symbiotic way to create comprehensive solutions for clients.I established MRamirez Group, LLC as a consulting firm with a mission to help high net worth families and their businesses thrive by blending experience, expertise and strategic relationships. As Chief Client Officer of Goldenrod, I am able to provide a high quality solution of real estate as an alternative investment to high net worth investors while also sourcing unique projects for our partners. My role as Managing Partner of Avalon allows me the ability to represent companies seeking growth capital from investors I work with while providing specialty finance solutions for growing companies.My extensive board service in both private and public companies as well as non-profit entities gives me the opportunity to give back while at the same time help build the best possible path forward for companies, organizations and their missions.

Mario Ramirez's Current Company Details
MRamirez Group, LLC

Mramirez Group, Llc

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Founder | CEO
Texas, United States
Mario Ramirez Work Experience Details
  • Mramirez Group, Llc
    Founder | Ceo
    Mramirez Group, Llc
    Texas, United States
  • Goldenrod Companies
    Chief Client Officer
    Goldenrod Companies Nov 2022 - Present
    Dallas, Texas, United States
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  • Southland Holdings
    Board Member
    Southland Holdings Feb 2023 - Present
    Grapevine, Texas, United States
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  • Mramirez Group, Llc
    Founder | Ceo
    Mramirez Group, Llc Jan 2017 - Present
    Dallas/Fort Worth Area
    A boutique consulting and strategy firm focused on Family Offices, private companies, business development and public-private partnerships in alignment with higher education, corporate leadership and the Hispanic market.We partner with our clients to help them reach critical business goals by leveraging our extensive relationships and wide range of expertise and experience in the corporate sector, higher education and government affairs. Our focus is to help clients create winning… Show more A boutique consulting and strategy firm focused on Family Offices, private companies, business development and public-private partnerships in alignment with higher education, corporate leadership and the Hispanic market.We partner with our clients to help them reach critical business goals by leveraging our extensive relationships and wide range of expertise and experience in the corporate sector, higher education and government affairs. Our focus is to help clients create winning strategies to succeed in areas such as new business development, private equity, organizational leadership, government relations, public-private partnerships, higher education collaboration and multi-cultural marketing. Show less
  • Ai Capital
    Advisory Board
    Ai Capital May 2021 - Present
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  • Avalon Net Worth
    Managing Director
    Avalon Net Worth Jun 2018 - Present
    Dallas/Fort Worth Area
    Mr. Ramirez serves as Managing Director in the Dallas office of Avalon NetWorth, a boutique investment banking firm. Avalon advises its clients on a wide range of business strategies including raising capital, private placement, debt financing, mergers and acquisitions as well as other corporate finance transactions. The firm provides world-class financial and business advisory services to a wide range of companies.www.AvalonNetWorth.com
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  • Newroad Capital Partners
    Venture Partner
    Newroad Capital Partners Dec 2018 - Present
    Rogers, Arkansas
    Private equity firm
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  • The Lipscomb Insurance Group, Inc.
    Insurance Agent
    The Lipscomb Insurance Group, Inc. Jun 2018 - Present
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  • Latino Business Speakers Bureau
    Speaker
    Latino Business Speakers Bureau Nov 2018 - Present
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  • Cambridge Wilkinson
    Managing Director
    Cambridge Wilkinson Apr 2020 - Dec 2022
    Dallas, Texas, United States
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  • Job Creators Network
    National Director Of Hispanic Coalitions
    Job Creators Network Jan 2018 - Jul 2018
    Dallas, Texas
    Develop and strengthen relationships with Hispanic leaders, CEO's and organizations nationally. Raise awareness among business owners of economic policies and legislation impacting employers and employees. Position Job Creators Network as an influential resource, educator and advocate of free enterprise and job creation.
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  • Tiaa
    Managing Director, Executive Relations And Hispanic Markets
    Tiaa Feb 2014 - Nov 2016
    Lewisville, Tx
    Led Executive Relations, a corporate wide strategy focused on developing strategically influential relationships with leaders and connecting them with our CEO and cabinet. Developed advocates in business, government, higher education and key associations across the country. Cultivated and created business opportunities for the company by leveraging these important relationships. Provided Congressional briefings on Capitol Hill on corporate priorities and met with individual members of… Show more Led Executive Relations, a corporate wide strategy focused on developing strategically influential relationships with leaders and connecting them with our CEO and cabinet. Developed advocates in business, government, higher education and key associations across the country. Cultivated and created business opportunities for the company by leveraging these important relationships. Provided Congressional briefings on Capitol Hill on corporate priorities and met with individual members of Congress and other government leaders to explore ways to partner in helping them achieve their respective objectives. Head of the TIAA Hispanic Market nationally. This included coordinating efforts across the organization and building a Hispanic Advisory Council as well as other critical internal/external relationships needed for success. Created a partnership with the Federal Reserve to build a plan to deliver a financial literacy program to students in South Florida. Show less
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  • Tiaa
    Team Lead Hispanic Market Assessment
    Tiaa Oct 2012 - Feb 2014
    Dallas Regional Office
    Leading a strategic assessment of the Hispanic market including market needs, current service platform, business potential for the organization, scope of market, service gaps, impact to our clients, impact to the population and to the company long term. Developed immediate and long term plans to better serve the needs and position the organization to maximize its impact on the market and its business objectives.
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  • Tiaa
    National Director, Wealth Management Executive Planning
    Tiaa May 2006 - Feb 2014
    Dallas Regional Office
    Created and led a suite of Wealth Management services for C-Suite Leaders, coaches, Nobel Laureates, Board Members and other key employees at the clients we served. Focused on building strategic relationships for the company with these leaders including those in the academic, governmental, business and medical fields. Leading this high-end strategy included coaching advisors on how to approach and work with executives while addressing the additional complexities typical to those in leadership… Show more Created and led a suite of Wealth Management services for C-Suite Leaders, coaches, Nobel Laureates, Board Members and other key employees at the clients we served. Focused on building strategic relationships for the company with these leaders including those in the academic, governmental, business and medical fields. Leading this high-end strategy included coaching advisors on how to approach and work with executives while addressing the additional complexities typical to those in leadership and/or key roles. Show less
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  • Tiaa
    Director Wealth Management
    Tiaa Mar 2005 - May 2006
    Managed a team of Wealth Management Advisors across the southwest
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  • Tiaa
    Personal Investment And Trust Consultant
    Tiaa Jan 2000 - Mar 2005
    Helped establish the business base in Texas and surrounding states for our new trust company. Worked with high net worth individuals and coordinated the rest of the client team as we interacted to address individual client needs.
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  • Tiaa
    Individual Consultant
    Tiaa 1995 - 2000
    Provided financial counseling to university and medical school employees and conducted seminars/presentations to employee groups. Worked closely with university leadership to craft appropriate level of service to meet empployees' needs. Focused on servicing existing clients, growing relationships and retaining assets.
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  • Merrill Lynch
    Financial Consultant
    Merrill Lynch 1989 - 1995
    Developed a book of business comprised of clients in the U.S as well as in Mexico. My business focused on financial planning and portfolio management for individual clients.
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Mario Ramirez Skills

Strategic Financial Planning Retirement Planning Portfolio Management Mutual Funds 401k Asset Allocation Financial Advisory Series 7 Investment Advisory High Net Worth Individuals Asset Management Series 63 Fixed Annuities Estate Planning Defined Contribution Asset Managment Strategic Planning Strategic Leadership Relationship Management Relationship Building Leveraging Strategic Partnerships Series 65 Relationship Development Strategic Thinking Leadership Development Executive Management C Suite Sales Financial Literacy Training Finance Private Equity

Mario Ramirez Education Details

Frequently Asked Questions about Mario Ramirez

What company does Mario Ramirez work for?

Mario Ramirez works for Mramirez Group, Llc

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

Mario Ramirez's current role is Founder | CEO.

What is Mario Ramirez's email address?

Mario Ramirez's email address is ml****@****zon.net

What is Mario Ramirez's direct phone number?

Mario Ramirez's direct phone number is +197296*****

What schools did Mario Ramirez attend?

Mario Ramirez attended University Of Arkansas.

What skills is Mario Ramirez known for?

Mario Ramirez has skills like Strategic Financial Planning, Retirement Planning, Portfolio Management, Mutual Funds, 401k, Asset Allocation, Financial Advisory, Series 7, Investment Advisory, High Net Worth Individuals, Asset Management, Series 63.

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