May 18, 2016 4:52 pm Published by

Anita Ramos

Client Services

Anita brings with her over 20 years’ experience in the Banking and Financial Services industry, working for some of the Bay Area’s top firms including Charles Schwab, Edward Jones, The Bank of New York, as well as the Federal Reserve Bank of San Francisco. She began her career in Customer Service and now her experience has grown to include Back Office Operations, Retirement Services, Auditing, Mutual Fund and Fixed Income support. She prides herself on her positive outlook, providing exceptional customer service, as well as having a strong work ethic. Outside of work, Anita and her husband enjoy traveling, local Arts and Wine Festivals, spending time with their granddaughter, their dog Daisy and kitties Shadow and Cleopatra.