Joanna Ramos Email and Phone Number
With 17 years of experience providing executive support, I am a seasoned administrative professional with a proven track record of success. Throughout my career, I have supported executives and business owners in a variety of industries, handling everything from communications and scheduling to travel arrangements and project management. I am extremely detail-oriented and organized, with a talent for managing multiple priorities and delivering outstanding results.In addition to my executive support experience, I also have a passion for people leadership. Over an 11 year period, I built and managed high-performing administrative teams to execute in a fast-paced office setting. I am committed to developing and empowering my team members to reach their full potential, and I believe that effective leadership is the key to success in any organization. Notably, I have also planned and executed webinars and seminars attended by vendors to educate them on best practices in product production (growing). From coordinating logistics and managing vendor relationships to overseeing on-site operations, I have the skills and expertise necessary to ensure a successful event. I am always looking for ways to innovate and improve my approach to event planning, and I am committed to delivering outstanding and cost effective results every time.When time permits, I’m very interested in the study of leadership via books, podcasts, seminars and conferences.I can be contacted at: jr.ramos12@yahoo.com
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Executive AssistantMarathon Group FinancialMurrieta, Ca, Us
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Executive Assistant To Chief Executive OfficerIndex Fresh Inc Sep 2019 - Oct 2022Corona, California, United Stateso Provide executive level of administrative support to CEO and three VP’s.o Provide minutes for Executive Board Meetings.o Generate stock certificates and stock transactions.o Maintain confidentiality. Provide superior customer service.o Maintain calendar and provide travel arrangements for domestic/international flights using Egencia.o Excellent written and verbal communication. Compose and generate correspondence at all levels.o Generate various daily reports and expense reports. Projects completed independently or as a team member.o Plan and manage Company events, meetings, webinars, and seminars. Meet all deadlines.o Software Expertise on Mac or PC: Microsoft Word, Excel, Outlook, PowerPoint and Windows, Adobe, Acrobat, Zoom. -
Financial AssistantAmeriprise Financial Services, Llc Nov 2016 - Sep 2019Riverside County, California, United Stateso Professionally provide executive level of administrative support to Certified Financial Planner/Owner and staff.o Provide administrative support for daily operations pertaining to client financial plans, Advisor licensing, and client account openings and transactions. o Place trades and electronically submit account deposits after client meetings.o Maintain confidentiality. Provide superior client services.o Maintain office calendar for appointments and meetings.o Excellent written and verbal communication.o Projects completed independently or as a team member. Exercise good judgement and utilize strong organizational skills.o Compliance and adherence to FINRA/SIPC Rules & Regulations. -
Administrative ManagerAnderson Financial Management Group Mar 2004 - Jun 2015Redlands, California, United Stateso Professionally provide executive level of administrative support to Certified Financial Planner/Owner and staff.o Manage the daily and long-term operations of support services pertaining to office administration, banking, account openings, insurance policy openings, state licensing, broker dealer audits, compliance, RIA filing and Advisor licensing. o Leadership, decision making, supervision and training of 25 employees during employment. o Maintain confidentiality.o Develop planning strategies for high performance of projects and meet all deadlines.o Provide superior client services. Handle escalated calls regarding client accounts.o Research, analyze, and provide various financial reports, monitor expenditures and procurement activities. o Maintain office calendar for appointments, meetings and provide support for client events.o Excellent written and verbal communication. Compose and generate correspondence at all levels.o Complete projects independently or as a team member. Exercise good judgement and utilize strong organizational skills.o Recommend improvements to Firm’s policies or procedures regarding operations and client services.o Review state and local laws, contracts, and agreements. Compliance and adherence to FINRA/SIPC Rules & Regulations.
Joanna Ramos Education Details
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3.7
Frequently Asked Questions about Joanna Ramos
What company does Joanna Ramos work for?
Joanna Ramos works for Marathon Group Financial
What is Joanna Ramos's role at the current company?
Joanna Ramos's current role is Executive Assistant.
What schools did Joanna Ramos attend?
Joanna Ramos attended Cerritos College.
Not the Joanna Ramos you were looking for?
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JOANNA RAMOS
San Francisco Bay Area4wellsfargo.com, firstbanks.com, bancofcal.com, hotmail.com -
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