Maxwell Ramirez Email & Phone Number

Irvine, California, United States

Direct a team of 10 analysts on equity sector allocation based on portfolio management’s direction.Additionally I manage the industrials and utilities equity sectors

Newport Beach, California, United States

Irvine, California, United States

• Educate a group of 8 high school students on the basics of financial literacy and investments
• Present weekly topics and develop personal relationships with students from different backgrounds
• Ensure students’ understanding through high levels of engagement and comprehension checks

Irvine, California, United States

• Identify, research, and profile potential acquisition candidates for Private Equity / Venture Capital Clients
• Develop and present research findings in a professional manner
• Participate in client calls and take notes in an effort to retain industry knowledge and insights

Irvine, California, United States

Monitored revenue and expenses to ensure the chapter stays within the annual budget of $150,000Designed a budget for all positions in the chapter with collaboration of officers to achieve quarterly goalsManaged financial transactions using QuickBooks for accounts receivable and payableKept accurate book keeping records and reconciled bank statements

Irvine, California, United States

My team and I Educate the chapter on ways to prevent dangerous behaviors and create a safer community. Additionally we Organize education events for the chapter of 80 brothers as well as collaborating with other Greek life organization to establish a safer community

Attended weekly meetings to consult brothers on possible events ideas and dates.Organized brotherhood events to strengthen member relations for the chapter of 80 brothers.Contributed to the event planning committee to plan social events for the fraternity

Researched potential investors and venture capitals using PitchbookConducted research on the efficacy of the company’s technology in regard to their set objectivesContributed to the entrepreneurial process in weekly presentations to the CEO and board

Irvine, California, United States

Engaged with a group of 5 international students in conversations to immerse them in American Culture Developed interpersonal communication skills by helping non-native speakers develop their English skillsOrganized events to engage students in building their understanding of the English language

Denver, Colorado, United States

Managed quality assurance & timeliness of 150 orders per shiftCommunicated with guests in a professional and effective manner to fulfill their needs Leveraged relationship building skills to communicate and ensure customer satisfaction

Bachelor Of Business Administration - Bba, Business Administration And Management, General, 3Rd Year

Activities and Societies: Sigma Chi, In the Green

Finance, General

International Summer University Program. Enrolled in Financial Modeling and Cross Cultural Teams.

Education record