Ramon Osis
About Ramon Osis
Ramon Osis serves as a Wealth Operations Coordinator at IG Wealth Management, where he has worked since 2019, focusing on improving financial processes and client satisfaction. He holds a Business Administration degree with a financial major from Red River College.
Work at IG Wealth Management
Ramon Osis serves as a Wealth Operations Coordinator at IG Wealth Management, a position he has held since 2019. In this role, he coordinates wealth operations, focusing on enhancing the efficiency of financial processes. His contributions are aimed at streamlining operational procedures, which directly improves client satisfaction within the wealth management sector. His work is centered in the Winnipeg, Canada Area, where he has developed expertise in wealth management operations.
Previous Experience at U-Drive Car Rental
Before joining IG Wealth Management, Ramon Osis worked as a Rental Agent at U-Drive Car Rental from 2018 to 2019 for a duration of eight months. This role provided him with customer service experience and operational knowledge, which he later applied in his current position in wealth management.
Education and Expertise
Ramon Osis studied at Red River College, where he completed a Business Administration program with a major in Financial Studies from 2017 to 2018. This educational background equipped him with the foundational knowledge necessary for his career in wealth management. His expertise lies in wealth management operations, where he focuses on enhancing client service delivery.
Background
Ramon Osis has built a career in financial services, starting with his education in Business Administration. His transition from the car rental industry to wealth management reflects his adaptability and commitment to improving operational efficiency. His current role at IG Wealth Management highlights his focus on client satisfaction and operational excellence.