Carla Ramos

Carla Ramos

In by Mission Wealth

Carla Ramos Investment Ops Manager

Carla Ramos

Investment Operations Manager

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“I pride myself on providing the highest quality financial services and support to all our clients. I love that I work with a dynamic team that helps clients fulfill their dreams and provides them peace of mind."

As Investment Operations Manager at Mission Wealth, Carla Ramos plays a vital role in ensuring the seamless and accurate management of investment portfolios. With her keen attention to detail and expertise in financial operations, Carla is responsible for maintaining essential portfolio management data, generating detailed cost basis and performance reports, and monitoring trading data. Her contributions are essential to the firm's mission of providing exceptional wealth management services to clients.

“I pride myself on providing the highest quality financial services and support to all our clients. I love that I work with a dynamic team that helps clients fulfill their dreams and provides them peace of mind."

As Investment Operations Manager at Mission Wealth, Carla Ramos plays a vital role in ensuring the seamless and accurate management of investment portfolios. With her keen attention to detail and expertise in financial operations, Carla is responsible for maintaining essential portfolio management data, generating detailed cost basis and performance reports, and monitoring trading data. Her contributions are essential to the firm's mission of providing exceptional wealth management services to clients.

Learn About Carla Ramos

Professional Background

Carla Ramos brings over two decades of administrative and financial expertise to her role as Investment Operations Manager at Mission Wealth. Before joining the team, she worked as Finance Operations Manager at Merk Investments in Palo Alto, CA, and as Senior Trust Operations Specialist at Greater Bay Trust Company, California. Carla's experience in the mutual fund and financial industries includes managing trade settlement, performance reporting, and account reconciliation.

Personal Pursuits

Carla is a Bay Area native who enjoys cooking, hiking, camping, and spending time with her husband and two college-aged children. She loves to explore the diverse culinary scene in the Bay Area and is always on the lookout for new restaurants and food experiences. To learn more about Carla, check out this 2018 Mission Wealth interview.

Community Impact

Carla has been an active volunteer for Special Religious Education Development since 2006. This branch of Leader Catechists provides assistance to children with special needs, and Carla is passionate about supporting this important cause.

As a member of the Women on a Mission group, she is part of an array of female team members that offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.

Dannell Stuart Volunteering

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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