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Carla Ramos

Investments Operations Manager at Mission Wealth at Mission Wealth

  • LinkedIn

As a Senior Portfolio Administrator for Mission Wealth, I am responsible for maintaining all portfolio management data, cost basis reporting, performance reporting, and trading data. I pr...

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MISSION WEALTH

MISSION WEALTH

  • description Description
    Mission Wealth is a premier wealth and investment management firm. As a Virtual Family Office, we act on behalf of our clients as their Wealth Strategist focusing on Portfolio design and impl...

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  • Employees count Employees 51-200
  • Revenue Revenue 50 Million to 100 Million
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Mission Wealth Org Chart and Mapping

Matthew Adams

CEO & Managing Partner

Employees

Gary Brooks

Partner, Senior Wealth Advisor

Skyler Kraemer

Partner - Senior Wealth Advisor

Julian Driver

Sr. Client Advisor Associate

Blanca Vega

Human Resources Specialist

Martina Mendoza

Senior Wealth Advisor Associate

Claudia Arnold

Partner & Senior Wealth Advisor

Braydan Meyers

Wealth Advisor Associate

Geoff Gaggs

Partner | Senior Client Advisor

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  • Phone number  :  (***)-***-****
  • Email  :  c****@missionwealth.com

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