Resumes & CV records
Resumes
Kamal Ramchandani
Wealth Management Professional At Onewest Bank
Position:
Senior Private Banking Relationship Associate at OneWest Bank
Location:
Beverly Hills, California
Industry:
Banking
Work:
OneWest Bank
- Beverly Hills, CA since Jul 2011
Senior Private Banking Relationship Associate Union Bank - Beverly Hills, CA Oct 2006 - Jun 2011
Private Bank Relationship Associate
Senior Private Banking Relationship Associate Union Bank - Beverly Hills, CA Oct 2006 - Jun 2011
Private Bank Relationship Associate
Education:
California Lutheran University 2010 - 2012
Masters in Financial Planning, Financial Planning Santa Monica College 2007 - 2008
Associate's degree, Accounting Rizvi College of Hotel Management 1994 - 1997
BS, Hotel Management Mumbai University 1991 - 1994
BS, Accounting & Finance
Masters in Financial Planning, Financial Planning Santa Monica College 2007 - 2008
Associate's degree, Accounting Rizvi College of Hotel Management 1994 - 1997
BS, Hotel Management Mumbai University 1991 - 1994
BS, Accounting & Finance
Skills:
Private Banking, Wealth Management, Financial Analysis, Credit Analysis, Portfolio Management, Family Office, Relationship Management, Tax, Financial Planning, Accounting, General Ledger, Financial Reporting, Cash Management, Cash Receipts, Bank Reconciliation, Microsoft Office, Excel, Underwriting, Wire Transfers, Estate Planning, Risk Management, Real Estate, International Trade, Foreign Exchange
Honor & Awards:
Candidate for CFP® Certification