Profil
Mr. Mario M.
Ramos is a Chief Executive Officer at RWA Wealth Partners LLC.
He has over 20 years of experience building and growing market-leading consumer service brands, scaling complex business operations and building world-class teams.
Before joining Adviser Investments as CEO in 2022, he served as chief financial officer of Evolv Technology, a leader in advanced security screening.
Prior to Evolv, he was CFO and chief risk officer of Edelman Financial Engines, a financial advisory platform with more than $250 billion in client assets.
Previously, he spent six years at CVS in senior operations and finance roles, culminating in his stewardship of CVS Caremark as chief financial officer.
Before becoming CFO, he was head of CVS’s M&A and Corporate Development group, where he led CVS’s acquisition and integration of Aetna.
He also served as chief operating officer of CVS International and spent over 17 years in investment banking at JP Morgan, Lehman Brothers and a subsidiary of The Blackstone Group.
He earned an MBA from the Mason School of Business at the College of William & Mary and a bachelor’s degree from the University of Richmond.
Ehemalige bekannte Positionen von Mario Ramos
Unternehmen | Position | Ende |
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RWA Wealth Partners LLC
RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | Vorstandsvorsitzender | 01.06.2024 |
Financial Engines Advisors LLC
Financial Engines Advisors LLC Investment ManagersFinance Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities. | Finanzdirektor/CFO | 01.10.2021 |
Ausbildung von Mario Ramos
Mason School of Business of The College of William & Mary | Masters Business Admin |
University of Richmond | Undergraduate Degree |
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Private Unternehmen | 2 |
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Financial Engines Advisors LLC
Financial Engines Advisors LLC Investment ManagersFinance Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities. | Finance |
RWA Wealth Partners LLC
RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | Finance |