Ramona Maior, CFP®

VP, Relationship Manager at Priority Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Phoenix Area
Languages
  • English Native or bilingual proficiency
  • Spanish Professional working proficiency
  • Romanian Native or bilingual proficiency

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Credentials

  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    Dec, 2017
    - Nov, 2024
  • Series 65
    Financial Industry Regulatory Authority (FINRA)
    Dec, 2016
    - Nov, 2024
  • Arizona Chartered Life and Health Insurance
    -
    Oct, 2013
    - Nov, 2024
  • SERIES 63
    Financial Industry Regulatory Authority (FINRA)
    Nov, 2011
    - Nov, 2024
  • SERIES 7
    Financial Industry Regulatory Authority (FINRA)
    Aug, 2011
    - Nov, 2024

Experience

  • Priority Financial Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • VP, Relationship Manager
      • May 2023 - Present

      Empowering and supporting financial institutions and advisors to provide exceptional service and value to clients, members and communities. Empowering and supporting financial institutions and advisors to provide exceptional service and value to clients, members and communities.

  • Grand Canyon University
    • United States
    • Higher Education
    • 700 & Above Employee
    • Adjunct Professor
      • Apr 2023 - Present

      Teaching Personal Finance On-Site Teaching Personal Finance On-Site

  • Family Wealth Management Group
    • Phoenix, Arizona, United States
    • Wealth Management Advisor/ Personal CFO
      • Mar 2022 - Dec 2022

  • Union Bank
    • United States
    • Banking
    • 700 & Above Employee
    • Senior Financial Advisor, Vice President
      • Jan 2020 - Feb 2022

  • Vanguard
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Aug 2015 - Jan 2020

  • USAA
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Oct 2011 - Apr 2014

  • USAA Real Estate
    • United States
    • Investment Management
    • 100 - 200 Employee
    • Mortgage Loan Officer
      • Feb 2007 - Oct 2011

  • US Navy
    • United States
    • Armed Forces
    • 700 & Above Employee
    • Air Transfer Specialist
      • Aug 2000 - Aug 2004

      Stationed onboard USS Nimitiz. Under Operations Department. Responsible for logistics of mail, cargo, passengers coming and leaving the ship. Stationed onboard USS Nimitiz. Under Operations Department. Responsible for logistics of mail, cargo, passengers coming and leaving the ship.

Education

  • Grand Canyon University
    Master's degree, Organizational Leadership
    2014 - 2015
  • Grand Canyon University
    Bachelor of Arts - BS, Business Administration and Management, General
    2009 - 2011

Community

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