Director Of Investments
Current
May 2024 - Present
AeroLeads people directory · profile
Adrian Ramirez, Cima® Email & Phone Number
Director - Investments
at
3(38) Investment Fiduciaries
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 100%
Current company
Role
Director - Investments
Location
Austin, Texas, United States
Company size
Who is Adrian Ramirez, Cima®? Overview
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Quick answer
Adrian Ramirez, Cima® is listed as Director - Investments at 3(38) Investment Fiduciaries, a with 2 employees, based in Austin, Texas, United States. AeroLeads shows a matched LinkedIn profile for Adrian Ramirez, Cima®.
Adrian Ramirez, Cima® previously worked as Director of Investments at 3(38) Investment Fiduciaries and Director - Retirement Plans at Endeavor Retirement. Adrian Ramirez, Cima® studied at The University Of Texas At Austin.
Company email context
Email format at 3(38) Investment Fiduciaries
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3(38) Investment Fiduciaries
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Profile bio
About Adrian Ramirez, Cima®
Dedicated retirement investment professional committed to helping advisors and plan sponsors in making informed and prudent investment decisions. I bring extensive expertise in retirement plan investment selection and monitoring, cost evaluation, lineup design, participant behavior analysis, and QDIA strategies.Core Compentencies:- Conducting comprehensive due diligence review on investment strategies- Employing a blend of quantitative and qualitative analysis to deliver investment solutions for plan sponsors- Collaborating with financial advisors and plan sponsors to align plan goals with lineup suitability across various recordkeeping platformsHighlights:- Successfully guided numerous advisors and plan sponsors in optimizing retirement plans, resulting in enhanced participant outcomes and satisfaction- Facilitated constructive discussions in investment committee meetings, leading to strategic adjustments and improved plan performance- Actively contributed to the growth and development of investment research, driving a documented, consistent and repeatable process
Listed skills include Financial Analysis, Portfolio Management, Finance, Investments, and 3 others.
Current workplace
Adrian Ramirez, Cima®'s current company
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3(38) Investment Fiduciaries
4 roles
Adrian Ramirez, Cima® work experience
A career timeline built from the work history available for this profile.
Director - Retirement Plans
Feb 2023 - Apr 2024
Retirement Plan Consultant
Swbc Retirement Plan Services
Jun 2021 - Feb 2023
Director Of Institutional Investments
Jul 2017 - May 2021
1 education record
Adrian Ramirez, Cima® education
FAQ
Frequently asked questions about Adrian Ramirez, Cima®
Quick answers generated from the profile data available on this page.
What company does Adrian Ramirez, Cima® work for?
Adrian Ramirez, Cima® works for 3(38) Investment Fiduciaries.
What is Adrian Ramirez, Cima®'s role at 3(38) Investment Fiduciaries?
Adrian Ramirez, Cima® is listed as Director - Investments at 3(38) Investment Fiduciaries.
Where is Adrian Ramirez, Cima® based?
Adrian Ramirez, Cima® is based in Austin, Texas, United States while working with 3(38) Investment Fiduciaries.
What companies has Adrian Ramirez, Cima® worked for?
Adrian Ramirez, Cima® has worked for 3(38) Investment Fiduciaries, Endeavor Retirement, Swbc Retirement Plan Services, and Leafhouse Financial.
Who are Adrian Ramirez, Cima®'s colleagues at 3(38) Investment Fiduciaries?
Adrian Ramirez, Cima®'s colleagues at 3(38) Investment Fiduciaries include Ashley Wilkinson.
How can I contact Adrian Ramirez, Cima®?
You can use AeroLeads to view verified contact signals for Adrian Ramirez, Cima® at 3(38) Investment Fiduciaries, including work email, phone, and LinkedIn data when available.
What schools did Adrian Ramirez, Cima® attend?
Adrian Ramirez, Cima® studied at The University Of Texas At Austin.
What skills is Adrian Ramirez, Cima® known for?
Adrian Ramirez, Cima® is listed with skills including Financial Analysis, Portfolio Management, Finance, Investments, Asset Management, Project Management, and Credit Analysis.
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