John David Ramey

John David Ramey has a diverse work experience spanning over several years. John David is currently serving as the Regional Director of Operations at Hilltop Securities Inc. starting from April 2021. Prior to this, they worked at TD Ameritrade as a Relationship Manager II from 2018 to April 2021.

Before joining TD Ameritrade, Ramey worked at iA Financial Group as a Regional Manager from 2009 to 2017. John David also gained experience as a Regional Investment Advisor at Credential in 2008, where they managed and motivated sales staff, developed investment strategies, and implemented financial plans for clients and corporations.

Ramey's previous roles include working as a Certified Financial Planner at National Bank Financial from 2007 to 2008, managing a private client team as part of the Advisory Team at CIBC Wood Gundy from 2000 to 2007, and serving as a Sales Marketing Coordinator at Laketon Investment Management (Sun Life) from 1997 to 1999. John David also worked as an Executive Assistant to the President at CIBC Asset Management in 1995 and 1996.

Overall, Ramey has extensive experience in financial management, operations, client relations, and sales marketing, making him a well-rounded professional in the industry.

John David Ramey obtained a Bachelor of Science (BS) degree from Fort Hays State University from 2018 to 2020. Prior to that, they studied Business at San Diego State University from 1989 to 1993. In addition to their formal education, Ramey has obtained multiple certifications and licenses, including the EPC certification from the Canadian Initiative for Elder Planning Studies in 2006, the FMA certification from the Canadian Securities Institute (CSI) in 2005, and the CFP certification from the Financial Planning Standards Council (FPSC) in 2003. John David has also obtained various licenses from FINRA, including the Series 24, 63, and 65. Ramey has further enhanced their skills and knowledge with additional certifications in leadership skills, emotional intelligence, performance management, conducting a SWOT analysis, leading a customer-centric culture, and various other areas from LinkedIn.