San Francisco State University, BS Business Administration
Nereida Ramos is a Client Service Assistant at Dowling & Yahnke Wealth Advisors.
Nereida joined Dowling & Yahnke in 2019. As a Client Service Assistant, she aids the Client Service Team in account maintenance, processing forms, and providing administrative support.
Nereida graduated from San Francisco State University with a Bachelor of Science in Business Administration. She is a San Diego native who, after living for some time in San Francisco, moved back to San Diego in 2017.
What inspired you to work in the financial industry?
The financial services industry has many opportunities for professionals with diverse skill sets. Coming from a business administration background, I believe that working in this industry will give me the opportunity to apply my current knowledge and further advance in financial disciplines. It’s also an ambitious industry of which I’m excited to be involved.
Why did you join Dowling & Yahnke?
Dowling & Yahnke holds a high reputation for providing excellent client service and has an impressive team. I wanted to be part of a firm that promotes continued professional growth for its staff, and I have found it at D&Y.
What is your favorite place in San Diego?
One of my favorite places in San Diego is Sunset Cliffs. This has been one of my go-to places to relax, hangout with friends, and enjoy a beautiful sunset.
What is your favorite family tradition?
My family has a tradition of getting together Christmas Eve to prepare for Christmas dinner. We all gather at one designated house where everyone comes with their delicious homemade dishes and desserts. We wait and countdown to midnight, and then have Christmas dinner together. After a lot of eating, we continue the celebrations by opening gifts and playing a few games.
Do you have any pets? Do you have a favorite pet?
Yes, I have an American Shorthair Calico kitty. She’s very playful and likes to go outside. She easily became friends with the cat next door. You can find them both playing in the yard, on the roof, or in the trees.
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