Jorge E. Ramos Email & Phone Number

Phoenix, Arizona, United States

• Building and sustaining longlasting advisor relationships with clients to optimize processes within their operations.
• Providing a diverse assortment of services tailored to the needs of renowned enterprise clients in engineering, entertainment, and tech whose accounts are valued from $100 Million to upwards of $1 Billion.
• Liaising cross-functionally with stakeholders across Charles Schwab's corporate structure to provide creative ideas and solutions that will advance the interests of the business and establish its strategic direction.
• Forecasting potential risk issues pertaining to all facets of operations to swiftly remedy them before they arise.
• Collaborating harmoniously with the sales and leadership teams to uphold the prestige of the brand.
• Identifying outdated processes and innovating solutions that streamline workflow and optimize productivity across the division.

Phoenix, Arizona Area

• Created relationships with small business owners that are looking to establish retirement plans for themselves and their employees.
• Utilized fluency in the Spanish language to communicate with Spanish-speaking clients on their own terms and to place them at ease.
• Assessed each clients' individual circumstance to provide suitable retirement options tailored precisely to their needs addressing tax, legal, and regulatory considerations.
• Enabled clients to navigate the nuanced process of transferring their accounts with close consideration to the various accessible options.
• Identified potential clients and determine their financial positions, assets available for investing, and long-term financial goals.
• Organized a book of business to monitor clients' progress, expand relationships, and tailor services to their needs

Phoenix, AZ

• Provided impeccable customer service to clients over the phone to inform them of financial services that they qualify for.
• Played an instrumental role in advancing Vanguard’s pilot program to identify and implement best practices to assist Spanish-speaking clients.
• Analyzed data from an inbound call center and derived insights that enabled strengthening the understanding of the clients' circumstances and needs.

El Paso, TX

• Managed, updated, and provided access to an informational database for individuals conducting research on more than 800 active research projects.Collaborated across departments to organize, update, build, and present.