Rene Ramirez
CEO and Chief Investment Officer at ProActive Planning Partners | New York, New York, United States
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CEO and Chief Investment Officer at ProActive Planning Partners in May 2019 to Present
CEO and Chief Investment Officer at ProActive Planning Partners Wealth Management in May 2019 to Present
President & Chief Investment Officer at PRB Wealth Management in October 2018 to April 2019
Chief Investment Officer at PRB Wealth Management in December 2016 to October 2018
Founding Partner, Capital Markets Institutional Sales and Trading at World Equity Group in February 2015 to December 2016
President and Interim CEO at Halen Capital in March 2014 to January 2015
Senior Vice President at Halen Capital in October 2013 to March 2014
Senior Vice President, Director of Investment Sales at Advisors Asset Management, Inc. in February 2003 to August 2013
Consultant and Part Owner at Dents Direct in January 2001 to January 2003
Team Leader at USAA Investment Management in January 1994 to January 2001
Citigold Representative/Relationship Manager at Citicorp Investment Services in January 1997 to January 1997
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Sales
Sales Management
Revenue Cycle
Profitability Enhancement
Sales Growth
Growth Strategies
Territory Growth/Development
Leadership
Team Leadership
Team Building
Market Share
Coaching
Mentoring
Relationship Management
Building Relationships
Strategic Sales Plans
Strategic Sales Initiatives
Recruiting
Training
Fixed Income
Structured Products
Unit Investment Trusts
Series 63
Series 7
Mutual Funds
Investments
Bonds
Financial Markets
Bloomberg
Asset Management
Financial Services
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Discover more about ProActive Planning PartnersWhat is Rene Ramirez email address?
Email Rene Ramirez at [email protected]. This email is the most updated Rene Ramirez's email found in 2026.
What is Rene Ramirez phone number?
Rene Ramirez phone number is 210-478-1176.
How to contact Rene Ramirez?
To contact Rene Ramirez send an email to [email protected]. If you want to call Rene Ramirez try calling on 210-478-1176.
What company does Rene Ramirez work for?
Rene Ramirez works for ProActive Planning Partners
What is Rene Ramirez's role at ProActive Planning Partners?
Rene Ramirez is CEO and Chief Investment Officer
What industry does Rene Ramirez work in?
Rene Ramirez works in the Financial Services industry.
Rene Ramirez Email Addresses
Rene Ramirez Phone Numbers
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