William Ramsdell, Chfc

William Ramsdell, Chfc Email and Phone Number

Principal, Ramsdell Capital Management, LLC @
William Ramsdell, Chfc's Location
San Francisco, California, United States, United States
William Ramsdell, Chfc's Contact Details

William Ramsdell, Chfc work email

William Ramsdell, Chfc personal email

n/a
About William Ramsdell, Chfc

Targeted asset allocation based on goals and objectives for individuals, trusts, businesses and pension plans.

William Ramsdell, Chfc's Current Company Details
Ramsdell Capital Management, LLC

Ramsdell Capital Management, Llc

Principal, Ramsdell Capital Management, LLC
William Ramsdell, Chfc Work Experience Details
  • Ramsdell Capital Management, Llc
    Principal, Registered Investment Advisor
    Ramsdell Capital Management, Llc Dec 1999 - Present
    San Francisco, California, United States
    Investment Advisory Services. Allocate assets to equity, fixed income and alternate asset classes utilizing a top down approach: economic outlook/ sector outlook/ individual security selection. Investment Policy Statements are utilized to determine account objectives and detail relevant factors.Activities and Societies: Chartered Financial Consultant, ChFC 2001Level 2 CFA Candidate - CFA InstituteSan Francisco Chamber of CommerceSaint Andrews Society of San Francisco
  • Linsco/Private Ledger
    Investment Advisor Representative
    Linsco/Private Ledger Feb 1993 - Dec 1999
    Asset allocation
  • Transamerica Financial Resources
    Registered Representative
    Transamerica Financial Resources Jun 1990 - Feb 1993
    Asset allocation
  • Equico Securities
    Registered Representative
    Equico Securities Jun 1986 - Jun 1990
    equity/fixed income/mutual fund trading
  • U.S. Forest Service
    Forester
    U.S. Forest Service Sep 1983 - May 1986
    Anchorage, Alaska, United States
    Analyze data for optimal land use: Prince William Sound and Southeast Alaska. Utilize economic models to project probable outcomes for land use options. Economic/ public benefit and sustainable land utilization were primary factors in final recommendations to Forest Service Regional Superintendent.
    View
  • U.S. Forest Service
    Forest Technician
    U.S. Forest Service May 1981 - Sep 1983
    Cordova, Alaska, United States/ Prince William Sound
    Measure /calculate various forest metrics for assessment of optimal land use: Wildlife/ Hydrology/ Timber/ Recreation. College summer employment.
    View

William Ramsdell, Chfc Skills

Investments Asset Allocation Mutual Funds Due Diligence Trading Business Strategy Asset Managment Marketing Strategy Risk Management Business Development Start Ups Financial Analysis Financial Modeling Portfolio Management Valuation Real Estate Mergers Venture Capital Hedge Funds

William Ramsdell, Chfc Education Details

Frequently Asked Questions about William Ramsdell, Chfc

What company does William Ramsdell, Chfc work for?

William Ramsdell, Chfc works for Ramsdell Capital Management, Llc

What is William Ramsdell, Chfc's role at the current company?

William Ramsdell, Chfc's current role is Principal, Ramsdell Capital Management, LLC.

What is William Ramsdell, Chfc's email address?

William Ramsdell, Chfc's email address is wi****@****tal.com

What schools did William Ramsdell, Chfc attend?

William Ramsdell, Chfc attended University Of Montana, University Of Vermont.

What skills is William Ramsdell, Chfc known for?

William Ramsdell, Chfc has skills like Investments, Asset Allocation, Mutual Funds, Due Diligence, Trading, Business Strategy, Asset Managment, Marketing Strategy, Risk Management, Business Development, Start Ups, Financial Analysis.

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