Carla Ramos

Carla Ramos is an experienced finance professional with a strong background in investment operations. Currently serving as Investments Operations Manager at Mission Wealth since September 2013, Carla previously held the position of Senior Portfolio Administrator, contributing to clients' financial goals through behind-the-scenes efforts. Before joining Mission Wealth, Carla worked as a Portfolio Administrator at Merk Investments from January 2008 to September 2013 and held the role of Finance Operations Manager at Greater Bay Trust Company from March 2000 to January 2008, where Carla advanced from the position of Senior Operations Specialist.