Verified recordFinancial Services

Setareh Ramezanian

Portolio Evalution Group at Fisher Investments

Based in Dallas-Fort Worth, United States

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Seniority

Other

Department

Other

Location

Dallas-Fort Worth

Industry

Financial Services

Company size

5.3K

Contact information

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Email

1 credit

s•••••••@fisherinvestments.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Setareh Ramezanian

Results-driven financial services professional with over 3 years of experience supporting high-net-worth clients in portfolio management and operations. Expertise in client relationship management, data analysis, and cross-departmental collaboration to enhance service delivery and operational efficiency. Adept at managing client request, processing financials transactions, and supporting investment strategies. Seeking to leverage expertise in client relations and operational management to contribute to a dynamic team in the financial service or related fields.

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