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Join us for a Banking Workshop with Felipe Ramirez, a seasoned leader at the Private Bank with nearly two decades of experience advising high-net-worth clients and institutions. Felipe specializes in investments, credit, banking, and estate planning, and also works with business owners as a Certified Exit Planning Advisor (CEPA).

A USF Finance graduate and UT MBA, Felipe completed advanced executive training at the Pacific Coast Banking School, University of Washington, and holds the SIE, Series 7, and 66 licenses. Beyond his career, he is active on several boards, including Lutz Preparatory School and the Sarah Vande Berg Foundation.

In this workshop, Felipe will share practical insights into banking strategies, credit structures, and financial services, giving students an inside look at the tools and approaches used in private banking today.
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Event Details: https://bullsconnect.usf.edu/rsvp?id=1990869

MNYFRATALPHA, Meeting, Academic, Campus - Tampa, Faculty, First Year Students, First-Generation, First56, Giveaways, Graduate, Indoors, Juniors, Non-Traditional Students, Seniors, Staff, Sophomores, Transfer Students