Ramsey Morton

Role: Business Operations Analyst at Diversifi Capital Inc
Location: Chicago, IL, US
LinkedIn followers: 500 followers

OperationsView LinkedIn profile

About Ramsey Morton

Hello there! I\'m a Business Operations Analyst with a focus on optimizing processes in…

Experience

Business Operations Analyst
Diversifi Capital Inc
Mar 2022 — Present

Education

University of Tennessee Winston College of Law
Juris Doctor (J.D.)
University of Louisville
Bachelor's Degree

Skills

Microsoft Excel
Powerpoint
Customer Service
Leadership
Microsoft Word
Legal Writing
Litigation
Public Speaking
Lexisnexis
Motions
Legal Research
Courts
Event Planning
Accounting
Research
Microsoft Office
Westlaw

Contact information

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Work email
•••••@diversificapital.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Diversifi Capital Inc

Financial Services · 16 employees · Founded 2015 · Los Altos, California, United States

We’re a team of fiduciary financial planners who specialize in advising families in tech. We help them navigate their equity compensation (RSUs, stock options, and private equity) by transforming complexity into clear, actionable strategies that align with their goals and priorities. We believe financial advice should be straightforward, accessible, and tailored to you. That is why we emphasize practical education alongside thoughtful planning. When you understand how your finances work, you can make better decisions with confidence. Our outcomes based approach is rooted in a genuine commitment to improving our clients’ financial well being. We lead with integrity, trust, empathy, and approachability, and we bring energy and care to every relationship. Disclosure: This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where DiversiFi Capital Inc and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. DiversiFi Capital Inc does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third-party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.

diversificapital.com

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About Ramsey Morton

Experience

Business Operations Analyst

Education

University of Tennessee Winston College of Law

University of Louisville

Skills

Find verified contacts for anyone on LinkedIn