Ramesh Madhusudan

Ramesh Madhusudan Email and Phone Number

Truly integrated wealth management. @ RM Private Wealth Management
Ramesh Madhusudan's Location
Miami, Florida, United States, United States
Ramesh Madhusudan's Contact Details

Ramesh Madhusudan work email

Ramesh Madhusudan personal email

About Ramesh Madhusudan

“The illiterate of the 21st century will not be those who cannot read and write, but those who cannot learn, unlearn, and relearn. ” Alvin TofflerBlending a strong, quantitative background in technology, mathematics and finance with a over decade of experience, I pride myself in provide cutting edge solutions to the complex issues that affect HNW/UHNW investors and business owners.My commitments to every client:* Deliver a high-quality, disciplined, systematic and intellectual approach to investment management and financial planning.* Build loyalty and trust with consistency. * Earn respect with higher standards.Specializations:* Advanced portfolio construction and design using option-based models to hedge market risk.* Detailed risk & portfolio analysis and solutions to mitigate/shift/eliminate risk.* Hedging and providing liquidity to concentrated positions with tax efficient planning.* Minimizing tax drag on investments by appropriate asset selection and allocation.* Establishing and advising employer sponsored retirement/pension plans.* Succession and estate planning. * Capital markets guidance for startups, SMB's and investment banking solutions for M&A, Equity/Debt raises, and VC funding.* Certified Divorce Financial Analyst (CDFA), available as expert witness and consultant for clients and attorneys.

Ramesh Madhusudan's Current Company Details
RM Private Wealth Management

Rm Private Wealth Management

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Truly integrated wealth management.
Ramesh Madhusudan Work Experience Details
  • Rm Private Wealth Management
    Founding President
    Rm Private Wealth Management Feb 2019 - Present
  • Aegis Ventures
    Founder, President
    Aegis Ventures Sep 2013 - Present
    Technology has always been a passion of mine leading to an additional avocation of evaluating, identifying and investing in disruptive, early stage technology startups.Aegis Ventures is not a broker/dealer or an Investment Adviser not is it affiliated with RMPWM
  • Raymond James
    Branch Manager, Financial Advisor
    Raymond James Aug 2015 - Feb 2019
    St. Petersburg, Florida, Us
    Own and operate an independent Raymond James Branch in downtown Miami with a focus on advanced HNW/UHNW/Executive planning, investment strategies and risk identification and reduction techniques. The complexities that come with significant wealth call for far-reaching care that frees you from the burdensome day-to-day management of your investments and long term plans. Working closely with a qualified, experienced and skilled wealth manager specializing in serving distinctive individuals, families and businesses enables you to spend your time where it matters most.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Securities offered through Raymond James Financial Services, Inc.,Member FINRA/SIPCInvestment advisory services offered through Raymond James Financial Services Advisors, Inc. Aegis Ventures LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services.Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
  • Jhs Capital Advisors, Llc
    Senior Vice President Of Investments
    Jhs Capital Advisors, Llc Jun 2013 - Aug 2015
  • National Securities
    Vice President, Investments
    National Securities Jul 2009 - Jun 2013
    New York, New York, Us
  • Vfinance
    Vice President, Investments
    Vfinance May 2009 - Jun 2013
    Us
  • Fannie Mae
    Consultant - Remic Tax
    Fannie Mae Aug 2006 - Aug 2007
    Washington, District Of Columbia, Us
  • Gcs Software Llc
    Applications Developer
    Gcs Software Llc Jun 2005 - Aug 2006
    New York, Ny, Us
  • Capital One
    Application Developer
    Capital One Jun 2004 - Jun 2005
    Mclean, Va, Us
  • Lochner
    Production Analyst/Application Developer
    Lochner May 2003 - May 2004
    Chicago, Il, Us

Ramesh Madhusudan Skills

Investments Equities Portfolio Management Financial Modeling Asset Management Fixed Income Securities Alternative Investments Trading Options Strategies Investment Advisory Hedge Funds Bonds Wealth Management Series 7 Capital Markets Investment Banking Private Equity Emerging Markets Etfs Valuation Financial Analysis Finance Financial Services Management Financial Planning Mutual Funds Asset Allocation Financial Advisory Strategic Planning Due Diligence Investment Management Business Development Start Ups Business Strategy Strategy Mergers And Acquisitions

Ramesh Madhusudan Education Details

  • Purdue University
    Purdue University
    Mathematics
  • Eckerd College
    Eckerd College
    Mathematics
  • The Wharton School
    The Wharton School
    Certified Investment Management Analyst (Cima) Certification Program
  • The University Of Chicago Booth School Of Business
    The University Of Chicago Booth School Of Business
    Certified Private Wealth Advisor (Cpwa) Certification Program
  • The Wharton School
    The Wharton School
    Private Equity: Investing And Creating Value

Frequently Asked Questions about Ramesh Madhusudan

What company does Ramesh Madhusudan work for?

Ramesh Madhusudan works for Rm Private Wealth Management

What is Ramesh Madhusudan's role at the current company?

Ramesh Madhusudan's current role is Truly integrated wealth management..

What is Ramesh Madhusudan's email address?

Ramesh Madhusudan's email address is ra****@****ail.com

What is Ramesh Madhusudan's direct phone number?

Ramesh Madhusudan's direct phone number is +172736*****

What schools did Ramesh Madhusudan attend?

Ramesh Madhusudan attended Purdue University, Eckerd College, The Wharton School, The University Of Chicago Booth School Of Business, The Wharton School.

What skills is Ramesh Madhusudan known for?

Ramesh Madhusudan has skills like Investments, Equities, Portfolio Management, Financial Modeling, Asset Management, Fixed Income, Securities, Alternative Investments, Trading, Options Strategies, Investment Advisory, Hedge Funds.

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