Edward Ramirez, Fpqp®

Edward Ramirez, Fpqp® Email and Phone Number

Financial Paraplanner Qualified Profesional™ at WealthCreate @ WealthCreate
Edward Ramirez, Fpqp®'s Location
Quito Metropolitan Area, Ecuador
About Edward Ramirez, Fpqp®

I am an energetic, enthusiastic, self-starter with a strong work ethic and a proven track record of achievement in customer services.

Edward Ramirez, Fpqp®'s Current Company Details
WealthCreate

Wealthcreate

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Financial Paraplanner Qualified Profesional™ at WealthCreate
Edward Ramirez, Fpqp® Work Experience Details
  • Wealthcreate
    Financial Paraplanner Qualified Profesional™
    Wealthcreate Jul 2018 - Present
  • Wealthcreate
    Case Manager / Business Development Intern
    Wealthcreate Jul 2018 - Jan 2022
    Houston, Texas, United States
    Customer service, scheduling, Zoho CRM management, handling of customer data.
  • The Hairloft Salon / Petra Mediterranean Restaurant
    Operations Manager
    The Hairloft Salon / Petra Mediterranean Restaurant Jul 2017 - Jun 2018
    Guayaquil, Guayas, Ecuador
    Operations manager for a small group of investors who invested in a top of the line hair salon and an authentic Mediterranean restaurant.
  • Medi-Call S.A.S.
    Referral Agent
    Medi-Call S.A.S. Jul 2016 - Jul 2017
    Bucaramanga, Santander, Colombia
    Provided assistance to patients in finding, scheduling and obtaining insurance authorizations for their appointments with specialists.
  • Ramada Inn
    Bilingual Customer Service Representative
    Ramada Inn Jan 2016 - Jun 2016
    Bucaramanga, Santander, Colombia
    Front desk and receptionist. Managed client bookings, reservations, events, accounting, and CRM management.
  • Blue Whale Logistics Llc
    Logistics Coordinator
    Blue Whale Logistics Llc May 2015 - Sep 2015
    Miami, Florida, United States
    Managed 3 freight trucks throughout the entire United States. Managed drivers, negotiated shipment pricing, and compliance.
  • Wall Street English - Colombia
    Customer Service Specialist
    Wall Street English - Colombia Jan 2014 - May 2015
    Bucaramanga, Santander, Colombia
    Customer service assistant. Managed reception and all of its different aspects. Managed teacher and student schedules.
  • Integrated Ordering Services
    Customer Service Specialist
    Integrated Ordering Services Oct 2012 - Apr 2013
    Seattle, Washington, United States
    Handled “to-go” orders for 3 different restaurants in Seattle and Phoenix. Heavy phone call flow.
  • Top Global Financial Group
    Junior Financial Advisor
    Top Global Financial Group Feb 2012 - Oct 2012
    Bucaramanga, Santander, Colombia
    Sales, medicare and medicaid assistance, cold calling, cold calling high net worth individuals.

Edward Ramirez, Fpqp® Education Details

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.

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