Todd Ramsey

Todd Ramsey Email and Phone Number

Portfolio Manager @ Bank of America Private Bank
Providence, RI, US
Todd Ramsey's Location
Providence, Rhode Island, United States, United States
Todd Ramsey's Contact Details

Todd Ramsey personal email

n/a
About Todd Ramsey

Successful leader within the Financial Services Industry with proven accomplishments. Sought out to develop strategies that positively impact business results utilizing creativity and proactively working through complex issues. A trusted leader known for strong business acumen, process refinements and performance management.

Todd Ramsey's Current Company Details
Bank of America Private Bank

Bank Of America Private Bank

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Portfolio Manager
Providence, RI, US
Website:
bankofamerica.com
Employees:
232061
Todd Ramsey Work Experience Details
  • Bank Of America Private Bank
    Portfolio Manager
    Bank Of America Private Bank
    Providence, Ri, Us
    View
  • Bank Of America Private Bank
    Portfolio Manager
    Bank Of America Private Bank Jan 2019 - Present
    Providence, Rhode Island, United States
    Creating and managing investment allocations for private clients.
    View
  • Merrill Edge
    Investment Consultant
    Merrill Edge Jun 2014 - Jan 2019
    Lincoln Ri
    Licensed with series 7 and 66.Financial Solutions Advisor.
    View
  • Bank Of America
    Regional Process And Performance Manager
    Bank Of America Jun 2010 - Jun 2014
    Greater Boston Area
    Process and Performance Manager for Southern United Sates. Primary function centers around performing site assessments for 11 Customer Service Centers to ensure process efficiencies. Leader of team that will outreach to customers directly or nonprofit agencies that work with our customers who are distressed home owners and in need of assistance. Proven tracker record with operations management. Demonstrated success with regards to marketing strategy and strong business acumen.
    View
  • Fidelity Investments
    Retirement Consultant
    Fidelity Investments Feb 2000 - Jun 2010
    Internal Wholesaler working as Retirement consultant. Helped brokers facilitate their business through in person, phone, and web interactions. Concentrating on Mutual Funds and Retirement platforms such as 401k, 403b and pension plans.

Todd Ramsey Skills

Sales Management Sales Process Operations Management Operations Research Training And Development Training Skills Sales Presentations Presentation Development Marketing Communications Business Analysis Market Analysis Banking Business Development Business Strategy Change Management Coaching Customer Service Customer Retention Data Analysis Employee Training Investments Leadership Management Marketing Strategy Mutual Funds New Business Development Nonprofits Performance Management Program Management Project Management Relationship Management Retail Banking Sales Selling Strategic Planning Strategy Team Building Team Leadership Training

Todd Ramsey Education Details

Frequently Asked Questions about Todd Ramsey

What company does Todd Ramsey work for?

Todd Ramsey works for Bank Of America Private Bank

What is Todd Ramsey's role at the current company?

Todd Ramsey's current role is Portfolio Manager.

What is Todd Ramsey's email address?

Todd Ramsey's email address is to****@****dge.com

What schools did Todd Ramsey attend?

Todd Ramsey attended Rhode Island College.

What are some of Todd Ramsey's interests?

Todd Ramsey has interest in Traveling, Golf, Skiing.

What skills is Todd Ramsey known for?

Todd Ramsey has skills like Sales Management, Sales Process, Operations Management, Operations Research, Training And Development, Training Skills, Sales Presentations, Presentation Development, Marketing Communications, Business Analysis, Market Analysis, Banking.

Who are Todd Ramsey's colleagues?

Todd Ramsey's colleagues are Krishna Sridharan, Jessica Perez, Rachel Menezes, Jose Eduardo Marquez, Kendal Johnson, Margaret Gunst, Chante Williams.

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