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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

Griffin Kent

Wealth Advisor Associate

Gregory Smith

Director of Financial Planning

Julian Driver

Sr. Client Advisor Associate

Austin Roberts

Wealth Advisor Associate Intern

Helena Angwin

Senior Marketing Manager

CFA Cfp®

Partner & Managing Director

Alexia Soto

Portfolio Administrator

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

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