Erin Ramirez

Experience

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  Empower Retirement

  Oct 2014 - Jul 2016

  Junior Retirement Representative

  -Educate and inform participants of effective retirement planning solutions -Establish relationships with clients to build confidence in newly formed brand -Guide participants through financial transactions related to retirement accounts -Recipient of the Employee of the Month award for April 2016

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  Brown Brothers Harriman

  Aug 2016 - Nov 2019

  -Managed market claims process for global clients to ensure accounts were reimbursed -Processed client equity and fixed income trades and ensured settlement in domestic and global markets -Reviewed and resolved pre-settlement discrepancies with trading desk brokers to ensure timely settlement-Created and managed banking custodial reports to pinpoint and resolve overdraft balances -Operated the Account Openings desk in completing required documentation -Delegated to colleagues monthly tax document report from several banking custodians -Frequently communicated with client (OppenheimerFunds Inc.) to discuss and clarify needed materials -Prepared and executed 529 Savings Plan daily transaction tickets

  • Retail Settlements Lead Analyst

    Mar 2018 - Nov 2019

  • Operations Oversight Analyst

    Aug 2016 - Mar 2018
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  ALPS, A DST Company

  Dec 2019 - Jul 2021

  Alternative Investment Administrator

  -Prepared monthly, quarterly and annual audit materials to support fund accounting records-Maintained investor capital account records by recording capital activity and allocating fund profit and loss-Communicated with and manage client relationships-Provided assistance towards year-end fund financial statement audit and tax preparation services

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  STRIVE Prep

  Jul 2021 - Nov 2021

  6th Grade Math Instructor
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  Jeffco Public Schools - Colorado

  Jan 2022 - Aug 2022

  Literacy and Math Intervention Specialist (K-5)
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  Guild

  May 2022 - now

  • Mentor Lead Teacher-Preschool Program

    Apr 2025 - now

  • Lead Preschool Teacher

    Feb 2023 - Apr 2025

  • Assistant Preschool Teacher

    May 2022 - Feb 2023