GERALD RAMIREZ, CEPA, CRPC, SE-AWMA

Porsche Club or America, San Diego Region

Instructor · Apr 2019 – Present

As an Instructor, I enhance members driving skills and safety while confidently developing the student's skill set to ultimately be able to fully enjoy the performance associated with their Porsche Ownership

Chula Vista Charitable Foundation

Founding Member · Jan 2012 – Jan 2019

We’re a proud affiliate of The San Diego Foundation committed to improving the quality of life within Chula Vista by promoting and increasing responsible and effective philanthropy.

Our purpose is to increase charitable giving by and for the benefit of all who live and work in Chula Vista; build a Chula Vista community endowment to provide funding annually to Chula Vista organizations and causes; and give Chula Vista community members a vehicle for legacy planning and gifts that will benefit Chula Vista, now and forever.

Chula Vista Rotary

Board Member · Jan 2012 – Jan 2019

We are 1.2 million neighbors, friends, and community leaders who come together to create positive, lasting change in our communities and around the world.

Scripps Clinic and Green Hospital - La Jolla, CA

Advisory Board Member · Jan 2010 – Jan 2019

Scripps Health Foundation is supported by extraordinary community leaders who are members of our community advisory boards. Working closely with our hospital leadership and foundation staff, these special individuals have generously donated their talents and time — as well as significant funds— to help us achieve our goals of providing world-class health care to San Diegans and all those who may need our services. Shoulder-to-shoulder, they stand beside us in our mission, and we are deeply grateful for their commitment to Scripps Health and the health of our community.

Financial Advisor, Vice President – Investment Officer at Wells Fargo Advisors

Wells Fargo Advisors · Full-time

Oct 2019 - Present · 6 yrs 11 mos

La Jolla, California

I earned the SE-AWMA® and CEPA® designations achieved Fundamental Choice® Portfolio Manager

Vice President, Financial Advisor - Wealth Management, CRPC®

Morgan Stanley

Apr 2011 - Oct 2019 · 8 yrs 7 mos

Greater San Diego Area

I was a consistent Top Performer. I earned the Portfolio Manager Designation and Alternative Investments Director Designation

Vice President - Financial Advisor, CRPC®

Bank of America - Merrill Lynch

Dec 2004 - Apr 2011 · 6 yrs 5 mos

Greater San Diego Area

I was a consistent Top Performer and achieved Executive Club and Mortgage Champion Recognition

Senior Financial Advisor

Merrill Lynch

Jun 1998 - Dec 2004 · 6 yrs 7 mos

Greater San Diego Area

I was a consistent Top Performer and achieved Executive Club and Mortgage Champion Recognition

Porsche Club or America, San Diego Region

Instructor · Apr 2019 – Present

As an Instructor, I enhance members driving skills and safety while confidently developing the student's skill set to ultimately be able to fully enjoy the performance associated with their Porsche Ownership

Chula Vista Charitable Foundation

Founding Member · Jan 2012 – Jan 2019

We’re a proud affiliate of The San Diego Foundation committed to improving the quality of life within Chula Vista by promoting and increasing responsible and effective philanthropy.

Our purpose is to increase charitable giving by and for the benefit of all who live and work in Chula Vista; build a Chula Vista community endowment to provide funding annually to Chula Vista organizations and causes; and give Chula Vista community members a vehicle for legacy planning and gifts that will benefit Chula Vista, now and forever.

Chula Vista Rotary

Board Member · Jan 2012 – Jan 2019

We are 1.2 million neighbors, friends, and community leaders who come together to create positive, lasting change in our communities and around the world.

Scripps Clinic and Green Hospital - La Jolla, CA

Advisory Board Member · Jan 2010 – Jan 2019

Scripps Health Foundation is supported by extraordinary community leaders who are members of our community advisory boards. Working closely with our hospital leadership and foundation staff, these special individuals have generously donated their talents and time — as well as significant funds— to help us achieve our goals of providing world-class health care to San Diegans and all those who may need our services. Shoulder-to-shoulder, they stand beside us in our mission, and we are deeply grateful for their commitment to Scripps Health and the health of our community.

Financial Advisor, Vice President – Investment Officer at Wells Fargo Advisors

Wells Fargo Advisors · Full-time

Oct 2019 - Present · 6 yrs 11 mos

La Jolla, California

I earned the SE-AWMA® and CEPA® designations achieved Fundamental Choice® Portfolio Manager

Vice President, Financial Advisor - Wealth Management, CRPC®

Morgan Stanley

Apr 2011 - Oct 2019 · 8 yrs 7 mos

Greater San Diego Area

I was a consistent Top Performer. I earned the Portfolio Manager Designation and Alternative Investments Director Designation

Vice President - Financial Advisor, CRPC®

Bank of America - Merrill Lynch

Dec 2004 - Apr 2011 · 6 yrs 5 mos

Greater San Diego Area

I was a consistent Top Performer and achieved Executive Club and Mortgage Champion Recognition

Senior Financial Advisor

Merrill Lynch

Jun 1998 - Dec 2004 · 6 yrs 7 mos

Greater San Diego Area

I was a consistent Top Performer and achieved Executive Club and Mortgage Champion Recognition