Tiffany Ramirez
Former COO and CCO Providing Outsourced Solutions for Investment Advisers | League of Extraordinary Gentlemen of Texas (LXG) Board Member | Texas Wall Street Women (TXWSW) Angel
- Role
- Founder and Managing Partner at Adviser Solutions Group Llc
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Tiffany Ramirez
Tiffany Ramirez is a seasoned professional with experience in compliance, operations and…
Experience
Founder and Managing Partner
Jul 2017 — Present · Dallas, TX, US
Education
The University of Texas at Dallas
BA, English - Literary Studies
2004
Skills
- Risk Assessment
- Wealth Management
- Training and Development
- Quicken
- Best Execution
- Capital Iq
- Trade Order Management
- Asset Management
- Regulatory Affairs
- Recruiting
- Contract Negotiation
- Legal Documents
- Erisa
- Hedge Funds
- Project Management
- Edgar Filings
- Message Labs
- Iard Filings
- Blue Sky Filings
- Prime Brokerage
- Investment Management
- Advent
- Operational Due Diligence
- Marketing
- Partnership Accounting
- Investments
- Securities
- Entity Formations
- Compliance
- Capital Markets
- Customer Retention
- Customer Service
- Ria Compliance
- Hedge Fund Operations
- Institutional Investments
- Microsoft Excel
- Compliance Testing
- Fund Administration
- Risk Management
- Alternative Investments
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