Jamila Ramnanan Mba Email Address

Senior Corporate Recruiter

Our deep understanding of what clients seek in a wealth management relationship started with one CPA operating a successful tax and accounting practice. He began noticing a growing need for clients to receive financial advice that aligned with their tax situation and strategies. While his tax professional peers referred their clients to someone else, he recognized that this solution was not always in their best interest.

Human Resources professional that has been in the financial services industry for more than 10 years. Strong passion for success contributed to activities that drive impeccable results. A focus on great customer service (internal and external), employee engagement and creating an inclusive culture that promotes "diversity". A results-oriented and innovative leader with great communication skills.