Angela Ramsey has years of experience in client service and management within the financial industry. Angela has held roles such as Senior Client Service Associate at Tolleson Wealth Management, Senior Client Associate at RGT Wealth Advisors, Investment Associate at Smith Group Asset Management, Senior Client Management Specialist at Diversified Investment Advisors, and Client Services Specialist at Bank of Texas. Angela has a strong background in client communication, coordination of paperwork, financial reporting, and managing client accounts. Angela is a graduate of Bryan Adams High School and holds an Associate's Degree in Legal Administrative Assisting from Executive Secretarial School.
April, 2022 - present
Senior Client Service Associate at Simon Quick Advisors, LLC
Senior Client Service Associate, The Wealth Office at Fiducient Advisors
Senior Client Services Associate at MarketAxess
Senior Client Services Associate at Foundation Medicine
Senior Client Service Associate at Simon Quick Advisors, LLC
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