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Mario Ramos

Executive Vice President

Chief Financial Officer & Chief Risk Officer

With nearly 20 years of finance and operations experience, Mario has spent his career helping companies optimize financial performance while growing and scaling their businesses. Mario joined Edelman Financial Engines from CVS Caremark, where he served most recently as Senior Vice President and Chief Financial Officer. Before becoming CFO, Mario was head of CVS’s M&A and Corporate Development group where he led CVS’s acquisition and integration of Aetna. He has also served as Chief Operating Officer of CVS International and spent over 17 years in investment banking at JP Morgan, Lehman Brothers and a subsidiary of The Blackstone Group. During that time Mr. Ramos participated in over $100 billion of M&A transactions including some of the largest M&A transactions ever completed in the United States.

Mario earned an MBA from The Mason School of Business at The College of William & Mary and a bachelor’s degree from The University of Richmond.