Jp Ramos
Wealth Advisor
- Role
- Wealth Advisor at EP Wealth Advisors
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Wealth Advisor
Jul 2024 — Present
Education
Boston University Metropolitan College CPE
Certificate in Financial Planning (Online), Financial Planning
Stonehill College
Finance Major, Economics Minor
2016 — 2020
Skills
- Bloomberg Certified
- Customer Service
- Microsoft Excel
- Microsoft Powerpoint
- Microsoft Word
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