Desiree Ramirez
Senior Client Associate
Desiree’s career started out in retail banking in 1997 before she moved into the financial services industry in 2004. As a Senior Client Associate, she enjoys helping clients with their day-to-day operational and administrative needs, and serving as a proactive, efficient, and trustworthy resource. Desiree helps clients while going through challenging times, as she is dedicated to making processes as seamless as possible. She also serves as a notary as an additional service for clients to utilize.
Away from the office, Desiree lives in Ventura, California with her son. In her free time, she enjoys spending time at the beach, traveling, and spending time with her dog.