Ingrid Ramsey-Plock

Professional background

Ingrid Ramsey-Plock is a CFO for the CFO Solutions team. She provides advisors with actionable
insights based on financial analysis and business plans to help drive higher practice valuations.
Ingrid’s financial services career spans over 30 years in large top tier organizations; Fidelity
Investments, AIG, Genworth Financial, and most recently Bank of the West BNPP. Ingrid was also a
client facing management consultant serving Wells Fargo, Bank of the West BNPP, 1st Republic
Bank, and 1st Citizens Bank. She brings expertise in Finance and Strategy with a focus on FP&A,
Advisor and Client Segmentation, and analytical recommendations to drive sales optimization and
productivity for wealth management operations.

Education and licensing

Ingrid has a BA in Finance from Simmons University and an MBA from Boston University
Questrom School of Business where she concentrated on Finance and Organizational Behavior.

Personal information

Ingrid grew up in Westchester County just north of New York City, and spent over a decade in
Boston MA attending graduate school and working for Fidelity Investments before heading to
California for career opportunities. She and her husband John have recently relocated from San
Francisco to downtown San Diego CA. Ingrid is an active community member volunteering her
free time for various non-profits; while in San Francisco Ingrid served on the Board of Directors for
the YWCA of San Francisco and Silicon Valley for 7 years; she held the positions of Board Director
Treasurer/CFO, Board President for the YWCA Affordable Housing Program, and served as an
active member of the YWCA Executive Committee. Ingrid and her husband look forward to
enjoying all that their new home town of San Diego offers, especially road biking and trips to
Balboa Park.

Ingrid Ramsey-Plock is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can help simplify operations and streamline LPL advisors’ practices.