Jorge E. Ramos

Jorge E. Ramos Email and Phone Number

Assistant Vice President at Morgan Stanley @ Morgan Stanley
new york, new york, united states
Jorge E. Ramos's Location
Greater Phoenix Area, United States
Jorge E. Ramos's Contact Details

Jorge E. Ramos personal email

n/a
About Jorge E. Ramos

Experienced result driven sales professional with demonstrated history of success in client relationship management, creative problem solving and time management. Passionate about working with motivated people who work hard in pursuit of a common goal.

Jorge E. Ramos's Current Company Details
Morgan Stanley

Morgan Stanley

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Assistant Vice President at Morgan Stanley
new york, new york, united states
Website:
morganstanley.com
Employees:
78669
Jorge E. Ramos Work Experience Details
  • Morgan Stanley
    Assistant Vice President Iis Crs
    Morgan Stanley Aug 2022 - Present
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  • Charles Schwab
    Relationship Manager
    Charles Schwab Feb 2019 - Nov 2022
    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Collaborating harmoniously with the sales and leadership teams to uphold the prestige of the brand.• Identifying outdated processes and innovating solutions that streamline workflow and optimize productivity across the division.• Ensuring an uninterrupted workflow throughout the COVID-19 pandemic via diligent remote team management.
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  • Vanguard
    Retirement Sales Consultant
    Vanguard Oct 2016 - Feb 2019
    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
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  • Vanguard
    Brokerage Investment Professional
    Vanguard Jul 2015 - Oct 2016
    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.
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  • The University Of Texas At El Paso
    Student Intern - Office Of Research And Sponsored Projects
    The University Of Texas At El Paso Jan 2013 - Aug 2014
    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 progress of website and database.
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Jorge E. Ramos Skills

Sales Investment Strategies Management Customer Service Teamwork Mutual Funds Financial Analysis Financial Management Identifying Trends Creating Reports Portfolio Management Regulatory Compliance Training Inventory Management Leadership Microsoft Word Risk Management Microsoft Excel Microsoft Office Powerpoint Data Analysis Stocks

Jorge E. Ramos Education Details

Frequently Asked Questions about Jorge E. Ramos

What company does Jorge E. Ramos work for?

Jorge E. Ramos works for Morgan Stanley

What is Jorge E. Ramos's role at the current company?

Jorge E. Ramos's current role is Assistant Vice President at Morgan Stanley.

What is Jorge E. Ramos's email address?

Jorge E. Ramos's email address is jr****@****ard.com

What schools did Jorge E. Ramos attend?

Jorge E. Ramos attended The University Of Texas At El Paso.

What skills is Jorge E. Ramos known for?

Jorge E. Ramos has skills like Sales, Investment Strategies, Management, Customer Service, Teamwork, Mutual Funds, Financial Analysis, Financial Management, Identifying Trends, Creating Reports, Portfolio Management, Regulatory Compliance.

Who are Jorge E. Ramos's colleagues?

Jorge E. Ramos's colleagues are Russell Spitz, Cfp®, Baljinder Sandhu, Jaison Varkey, Hugh Mccarthy, Cpa, Vedika Harribarran, Jubiya Rachel Joy, Shannon Nichols.

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