Financial Adviser/ Business Development@Merrill Lynch
Verified
Jackie Ramsey currently leads business development and marketing for a female led private wealth team at Merrill Lynch. Prior to this, Jackie spent two decades overseeing sales, marketing and customer success teams at various B2C and B2B brands.
At this time she is looking for consulting work outside of the financial space in order to continue to remain engaged and energetic around her other areas of passion. She is consultative in her approach and excels developing strategies that drive growth and profitability. Jackie's expertise lies in her ability to communicate effectively and collaborate with stakeholders to create best in class teams. She has established herself as a trusted adviser as she continues to leverage her industry knowledge and experience to bring value.More...
Craig Rolfe
Founder@Calm Trade, LLC
Verified
Calm Trade, LLC is a mindset-focused performance coaching community for day traders.More...
Garrett Sherman, as a Senior Financial Advisor at Clarity Wealth Management, LLC, you play a key role in managing and overseeing the financial assets of clients. You are responsible for providing strategic advice to help clients make wise financial decisions, which includes planning for retirement, managing taxes, and investing in stocks and bonds. You are also expected to maintain a deep understanding of financial markets and investment strategies. Your role requires a strong combination of analytical skills, customer service, and detailed financial knowledge. Your impact is measured through the financial growth and satisfaction of your clients.More...