Dylan Ramos work email
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Dylan Ramos personal email
Thrivent is a membership-owned, holistic financial services organization that is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people make the most of all they’ve been given. I grew up as a first generation American without great household finances, which inspired me to learn as much as I could about investing and how protect my family’s financial well-being. Using my experience and great resources at Thrivent, I am committed to helping my clients not only achieve financial health, but also to help make money work for them as a tool instead of something to worry about. If you would like to learn more, please send me an email at Dylan.moraesramos@thrivent.com !
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Financial AdvisorThriventBoston, Ma, Us
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Financial AdvisorThrivent Oct 2024 - PresentDedham, Massachusetts, United States -
Associate RepresentativeThrivent Mar 2024 - Oct 2024Dedham, Massachusetts, United States
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Financial Services InternThrivent May 2023 - Aug 2023Dedham, 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.
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Finance InternAuour Investments Llc Jan 2023 - Apr 2023Wenham, 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 • Perform any other duties as needed by team -
Team Lead On Cfa Research ChallengeCfa Institute Oct 2022 - Jan 2023Boston, Massachusetts, United StatesThe 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 research analyst. -
Director Of Marketing InternChick-Fil-A-Franchise Jun 2022 - Aug 2022Marlborough, 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. -
Lifeguard & CounselorCamp Woodhaven Jun 2018 - Aug 2021West 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
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Pool ManagerHigh Sierra Pools, Inc. Jun 2020 - Aug 2020Westborough, 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 -
Business AssociateDustless Hardwood Floors Aug 2016 - Jun 2020Worcester 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.
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Back-Of-House Team MemberChick-Fil-A-Franchise Oct 2017 - Jun 2018Marlborough, Massachusetts, United StatesMultitasked 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.
Dylan Ramos Education Details
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Alumni -
Finance
Frequently Asked Questions about Dylan Ramos
What company does Dylan Ramos work for?
Dylan Ramos works for Thrivent
What is Dylan Ramos's role at the current company?
Dylan Ramos's current role is Financial Advisor.
What is Dylan Ramos's email address?
Dylan Ramos's email address is dy****@****oop.net
What schools did Dylan Ramos attend?
Dylan Ramos attended Gordon College, Gordon College.
Who are Dylan Ramos's colleagues?
Dylan Ramos's colleagues are David Spanier, Geoffrey Abendschoen, Sherry Hottinger, Andy Hess, Richy Wilson, Jonathan Shier, Camille Adair-Hatch.
Not the Dylan Ramos you were looking for?
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Dylan Ramos
Student At Florida State University Who Is A Very Driven Individual Who Will Accomplish Whatever I Set My Mind To.Tallahassee, Fl -
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Dylan Ramos
Modesto, Ca2mmroofs.com, mozingoconstruction.com -
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