Claudia Ramirez joined Rockefeller Global Family Office in 2023 as a Senior Client Associate for Willis Wealth Partners.
Claudia has over 20 years of experience in the financial services industry, including an extensive background in managing client relationships. Her responsibilities are focused on operations, financial reporting, market research, and client service initiatives. She takes a holistic approach to anticipate clients needs and believes in developing client relationships built on trust and integrity. Her dedication to complex problem solving makes her a valuable asset to our clients and the team.
She earned her FINRA Securities Series 7, Series 66 and holds a California Insurance license.
Away from the office she loves spending time with her two children and enjoys traveling.