Dylan Ramos Email & Phone Number

Boston, MA, US

Dedham, Massachusetts, United States

Dedham, Massachusetts, United States

Dedham, Massachusetts, United States

• Strengthened familiarity and experience with equities, bonds, annuities, retirement planning, tax planning, insurance planning, estate planning and more by utilizing them alongside the advisor.
• Contacted prospects through various channels, leveraging Salesforce for efficient tracking and follow-up, leading to enhanced client relations and an increase in clients for the firm.
• Collaborated with peers on a project to create a 2024 marketing plan PowerPoint which was presented to the board and other advisors.
• .Conducted research on economic trends and investment opportunities in order to prepare reports for advisors and aid them in their research.

Wenham, Massachusetts, United States

• Assist in the development of presentations to clients and potential clients
• CRM maintenance
• Perform research on ETFs using various research services
• Prepare account paperwork
• Troubleshoot client account problems
• Various administrative tasks and projects

Boston, Massachusetts, United States

The CFA Institute Research Challenge is an annual global competition that provides university students with hands-on mentoring and intensive training in financial analysis and professional ethics. Each student will be tested on their analytical, valuation, report writing, and presentation skills. They gain real-world experience as they assume the role of a.

Marlborough, Massachusetts, United States

• Managed customer feedback and took steps to resolve issues with unsatisfactory restaurant performance in order to increase overall customer satisfaction and retain more loyal customers.
• Created promotional content such as banners, posters and emails to market menu items, which helped to increase sales of these items during campaign periods.
• Planned and executed promotional events and campaigns in order to attract a larger market share and generate more sales.
• Assisted in managing reservations for catering orders and events in order to create a better experience for our guests and retain more loyal catering customers.

West Boylston, Massachusetts, United States

• Guided a group of 30+ middle-school aged children throughout the day along with a team of 2 other staff members, helping students grow their social skills and develop confidence in themselves with engaging activities.
• Communicated effectively with parents and helped resolve any issues or questions they might have, creating a good image for the camp and increasing customer satisfaction.
• Supervised pool area and assisted in maintaining desired chemical levels during breaks in activity in order to create a safe environment for campers

Westborough, Massachusetts, United States

• Mentored and oversaw 2 new lifeguards as they became acclimated to the facility, training them in company standards and preparing them to run the pool without my help.
• Worked with other lifeguard to uphold standards of cleanliness and aesthetics, while also enforcing COVID-19 health and safety policies to protect pool guests and enrich their experience.
• Supervised pool area and managed the administration of pool chemicals for the safety of pool guests

Worcester County, Massachusetts, United States

• Sourced clients for a small family-owned business by promoting services through various means such as cards and posters, word of mouth, creating and managing the company website and managing their social media.
• Maintained effective communication with clients, making sure that they were satisfied with all aspects of the service and making fully-informed decisions in relation to what our company could offer them.
• Assisted in undertaking day-to-day responsibilities of floor installation like installing, sanding and staining, allowing for a more efficient team effort to minimize time spent on the job.

Marlborough, Massachusetts, United States

• Multitasked several duties such as cooking, cleaning and taking orders in order to provide an excellent customer experience in a busy and high-stress environment.
• Maintained high customer satisfaction by providing quick and excellent service, as well as quality food.
• Assisted in training 2 new staff members and helped them acclimate to their new position, increasing efficiency and productivity for the location.

Bachelor'S Degree, Business Administration, Alumni

Activities and Societies: Soccer Club Co-Founder, Business Club Member, African-Latino Club Member

Bachelor'S Degree, Finance