Clare Ramsay is a skilled wealth manager with extensive experience in the finance industry. Clare has held various positions in well-known companies such as Citadel Investment Services, Investec Wealth and Investment, and mCubed Holdings. Clare holds a postgraduate diploma in Financial Planning from the University of the Free State and a Bachelor of Commerce in Economics from the University of South Africa. With a strong educational background and solid work experience, Clare is a valuable asset in the field of wealth management.
November, 2010 - present
VP - Senior Wealth Manager at BNY Mellon Wealth Management
Partner / Private Wealth Manager at Creative Planning
Wealth Manager at Kingsview Partners
Wealth Manager at AIICO CAPITAL LIMITED
Vice President Investments-wealth Manager at Nationwide Planning Associates, Inc.
Access the worlds's biggest network of public org charts
Learn more