Roger Ramos

Account Manager – Business Management for Fineman West and Financeable

Business management account manager for Fineman West and Financeable, Roger Ramos oversees the day-to-day business management needs of small to mid-size companies and high-net-worth entertainment clients. In this role, he leads financial reporting, manages payroll, develops budgets and income projections, and serves as a liaison for the clients’ trusted advisors. He is also a notary public, which provides further benefits to clients because he can assist them with trusts, loans, deeds, affidavits and more.

Prior to joining the firm, Roger was a senior accountant at a business management firm and managed a large portfolio of high-net-worth clients. Before that, he was a relationship manager with Bank of America, where he provided a full range of financial services to customers.

Roger is bilingual in English and Spanish. Since 2014, he has been a member of the Beta Gamma Sigma honor society, whose membership includes top business leaders throughout the world.

EDUCATION

  • Bachelors in Business Administration with a Management concentration; Jack H. Brown College of Business, California State University, San Bernardino; cum laude
Statistic & Analytic
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Audit Preparation
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Management Consulting
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