Carla Ramos


PORTFOLIO ADMINISTRATOR

“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.”

 

Carla Ramos


PORTFOLIO ADMINISTRATOR

“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.”

 

Carla Ramos


PORTFOLIO ADMINISTRATOR

“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.”

 

Carla Ramos


PORTFOLIO ADMINISTRATOR

“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.”

Role at Mission Wealth

Carla is responsible for maintaining all portfolio management data, cost basis reporting, performance reporting, and trading data.

Contact Information

Office Location: San Francisco, CA
Email: cramos@nullmissionwealth.com
Direct Line: (510) 590-6601

Role at Mission Wealth

Carla is responsible for maintaining all portfolio management data, cost basis reporting, performance reporting, and trading data.

Contact Information

Office Location: San Francisco, CA
Email: cramos@nullmissionwealth.com
Direct Line: (510) 590-6601

Career Highlights

Carla joined Mission Wealth with over a decade of experience as an administrative professional in the financial and mutual fund industries. Prior to Mission Wealth, she served as the Finance Operations Manager at Merk Investments in Palo Alto, CA. She also held a Senior Trust Operations position for Greater Bay Trust Company, California, where she was responsible for trade settlement, performance reporting and daily reconciliation of accounts.

 

Career Highlights

Carla joined Mission Wealth with over a decade of experience as an administrative professional in the financial and mutual fund industries. Prior to Mission Wealth, she served as the Finance Operations Manager at Merk Investments in Palo Alto, CA. She also held a Senior Trust Operations position for Greater Bay Trust Company, California, where she was responsible for trade settlement, performance reporting and daily reconciliation of accounts.

 

Community Involvement

Since 2006, Carla has actively volunteered for Special Religious Education Development, a branch of Leader Catechists that focuses on aiding children with special needs.

Personal Pursuits

Carla, a native of the Bay Area, loves cooking, outdoor activities, camping and spending time with her husband and her two children who attend college.

Community Involvement

Since 2006, Carla has actively volunteered for Special Religious Education Development, a branch of Leader Catechists that focuses on aiding children with special needs.

Personal Pursuits

Carla, a native of the Bay Area, loves cooking, outdoor activities, camping and spending time with her husband and her two children who attend college.

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