Edward Ramirez, Fpqp® Email and Phone Number
I am an energetic, enthusiastic, self-starter with a strong work ethic and a proven track record of achievement in customer services.
-
Financial Paraplanner Qualified Profesional™Wealthcreate Jul 2018 - Present -
Case Manager / Business Development InternWealthcreate Jul 2018 - Jan 2022Houston, Texas, United StatesCustomer service, scheduling, Zoho CRM management, handling of customer data. -
Operations ManagerThe Hairloft Salon / Petra Mediterranean Restaurant Jul 2017 - Jun 2018Guayaquil, Guayas, EcuadorOperations manager for a small group of investors who invested in a top of the line hair salon and an authentic Mediterranean restaurant.
-
Referral AgentMedi-Call S.A.S. Jul 2016 - Jul 2017Bucaramanga, Santander, ColombiaProvided assistance to patients in finding, scheduling and obtaining insurance authorizations for their appointments with specialists. -
Bilingual Customer Service RepresentativeRamada Inn Jan 2016 - Jun 2016Bucaramanga, Santander, ColombiaFront desk and receptionist. Managed client bookings, reservations, events, accounting, and CRM management. -
Logistics CoordinatorBlue Whale Logistics Llc May 2015 - Sep 2015Miami, Florida, United StatesManaged 3 freight trucks throughout the entire United States. Managed drivers, negotiated shipment pricing, and compliance.
-
Customer Service SpecialistWall Street English - Colombia Jan 2014 - May 2015Bucaramanga, Santander, ColombiaCustomer service assistant. Managed reception and all of its different aspects. Managed teacher and student schedules. -
Customer Service SpecialistIntegrated Ordering Services Oct 2012 - Apr 2013Seattle, Washington, United StatesHandled “to-go” orders for 3 different restaurants in Seattle and Phoenix. Heavy phone call flow.
-
Junior Financial AdvisorTop Global Financial Group Feb 2012 - Oct 2012Bucaramanga, Santander, ColombiaSales, medicare and medicaid assistance, cold calling, cold calling high net worth individuals.
Edward Ramirez, Fpqp® Education Details
-
Financial Planning And Services
Frequently Asked Questions about Edward Ramirez, Fpqp®
What company does Edward Ramirez, Fpqp® work for?
Edward Ramirez, Fpqp® works for Wealthcreate
What is Edward Ramirez, Fpqp®'s role at the current company?
Edward Ramirez, Fpqp®'s current role is Financial Paraplanner Qualified Profesional™ at WealthCreate.
What schools did Edward Ramirez, Fpqp® attend?
Edward Ramirez, Fpqp® attended Kaplan University.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial