Eric Ramm
About Eric Ramm
Eric Ramm is a Private Client Investment Consultant at TD Ameritrade, managing approximately $1.5 billion in client assets and holding multiple financial licenses. He has received numerous awards, including the Presidents Club Award from 2015 to 2019.
Current Role at TD Ameritrade
Eric Ramm is currently serving as a Private Client Investment Consultant at TD Ameritrade in Omaha, Nebraska. He has been with the company since 2015. In this role, he is responsible for managing approximately 1.5 billion in client assets. His expertise in this position involves advising high-net-worth individuals on investment strategies and portfolio management.
Previous Work Experience
Before his current role, Eric Ramm worked as a Financial Consultant at TD Ameritrade from 2011 to 2013. Prior to his tenure at TD Ameritrade, he was employed at Charles Schwab as a Financial Consultant from 1996 to 2009. During his 13 years at Charles Schwab in San Francisco, California, he honed his skills in financial consulting and client management.
Financial Licenses and Certifications
Eric Ramm holds multiple financial licenses, showcasing his diverse qualifications in the financial industry. His licenses include Series 7, 9, 10, 63, and 66. Additionally, he is a New Jersey Accident and Health Producer, New Jersey Life Producer, and a Chartered Retirement Planning Counselor (CRPC®). These credentials certify his broad expertise and commitment to adhering to industry standards.
Awards and Recognitions
Throughout his career, Eric Ramm has received multiple awards and recognitions. He was awarded the Regional MVP Award multiple times from 2015 to 2018. In specific quarters, he received the Best of the Best Award in Q3 2017, Q1 2018, Q3 2018, and Q1 2019. Additionally, he is a recipient of the 2015 Lifetime Achievement Award and the Presidents Club Award, which he achieved consecutively from 2015 to 2019.
Education at Rutgers University
Eric Ramm studied at Rutgers University. The exact duration of his studies is not specified, but his time at this institution adds to his educational background, supporting his credentials in the financial sector.