Adriana Ramirez

Billing Specialist @ Colony

About Adriana Ramirez

Adriana Ramirez is a Billing Specialist currently employed at The Colony Group in Boston, Massachusetts. She has extensive experience in operations and billing, having worked at Personal Capital in various roles over several years.

Current Role at Colony

Adriana Ramirez currently serves as a Billing Specialist at The Colony Group. She has held this position since 2022 and is based in Boston, Massachusetts. In her role, she is responsible for managing billing processes and ensuring accuracy in financial transactions. Her experience in billing and operations contributes to the efficiency of the team's financial management.

Previous Experience at Personal Capital

Adriana Ramirez has extensive experience at Personal Capital, where she worked in various roles from 2013 to 2022. She began as an Assistant Operations Manager for 7 months, then transitioned to Operations Associate for 2 years. In 2019, she became a Senior Billing Specialist for 5 months before taking on the role of Advisory Billing Manager, which she held for 3 years until 2022. Her diverse roles at Personal Capital provided her with a comprehensive understanding of operations and billing.

Education and Academic Background

Adriana Ramirez earned a Bachelor of Arts degree in Sociology and Theatre from the University of Vermont. She attended the university from 2004 to 2008, completing a four-year program. This educational background has equipped her with critical thinking and communication skills applicable in her professional roles.

Early Career at The Colony Group

Adriana Ramirez began her career at The Colony Group in 2012 as a Receptionist, where she worked for 9 months. She then took on the role of Portfolio Administrator for 5 months in 2013. These early positions provided her with foundational experience in client service and administrative functions within a financial services environment.

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