Aaron Ramos
Wealth Management Specialist at First Credit Union
Based in Powell River, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Powell River
Industry
Financial Services
Company size
93
Contact information
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a•••••••@firstcu.ca
Phone
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Background
About Aaron Ramos
First Credit Union relies on a dedicated Wealth Management Specialist with a strong background in investments and securities. With certifications including the Investment Funds in Canada and Financial Servicer Advisor designation, they contribute to comprehensive wealth management strategies. Their education in investments and accounting enhances their ability to deliver tailored financial mapping services. Fluent in English and Tagalog, they support diverse client needs with an emphasis on collaboration and client success.
Decision-makers
Other people at First Credit Union
- FGDirector
Fabien Gendron
Director · General Business & Management
- HKC-Team
Heidi Kim
Cxo - Chief Experience Officer · General Business & Management
- CSManager
Charmaine Smith
Regional Manager · General Business & Management
- THStaff
Taylor Henderson
Commercial Lending Advisor · Finance & Accounting
- CDC-Team
Charlene Davidson
Chief People Officer · Human Resources
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