Vivian Ramos
Profile
Ms. Ramos has 20 years of investment industry experience, most recently as director of investment operations at Franklin Templeton Investments.
In this role, she was global head for locations in the United States, Asia, and Europe, responsible for security master, and systems administration supporting fund data, trading, and portfolio compliance.
She has also served as a vice president in portfolio operations and reporting, vice president, advisor administration, at Charles Schwab & Co., and assistant treasurer and vice president of SchwabFunds.
Ms. Ramos has a Bachelor of Arts degree in economics from the University of the Philippines, and an MBA, finance, from Golden Gate University.
Former positions of Vivian Ramos
| Companies | Position | End |
|---|---|---|
| FRANKLIN RESOURCES, INC. | Corporate Officer/Principal | - |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
Research Affiliates LLC
 Research Affiliates LLC Investment ManagersFinance Research Affiliates LLC is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded in 2002 by Robert Arnott and Jason Hsu. They are a subsidiary of Research Affiliates Global Holdings LLC. Research Affiliates provides discretionary management and advisory services to private funds and discretionary and non-discretionary sub-advisory services to an independent, third-party investment adviser for unaffiliated registered investment companies, separately managed accounts and private funds. | Portfolio Manager-Equities | - |
Training of Vivian Ramos
| University of Santo Tomas | Undergraduate Degree |
| Golden Gate University | Masters Business Admin |
Experiences
Positions held
Linked companies
| Listed companies | 1 |
|---|---|
| FRANKLIN RESOURCES, INC. | Finance |
| Private companies | 2 |
|---|---|
Research Affiliates LLC
Research Affiliates LLC Investment ManagersFinance Research Affiliates LLC is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded in 2002 by Robert Arnott and Jason Hsu. They are a subsidiary of Research Affiliates Global Holdings LLC. Research Affiliates provides discretionary management and advisory services to private funds and discretionary and non-discretionary sub-advisory services to an independent, third-party investment adviser for unaffiliated registered investment companies, separately managed accounts and private funds. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
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