Mario Ramirez Email & Phone Number

Texas, United States

Dallas, Texas, United States

Grapevine, Texas, United States

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.

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.

Rogers, Arkansas

Private equity firm

Dallas, Texas, United States

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.

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.

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.

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.

Managed a team of Wealth Management Advisors across the southwest

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.

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.

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.