Jason Ramage, Cfp® Email and Phone Number
Jason Ramage, Cfp® work email
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Jason Ramage, Cfp® personal email
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Advisory Services offered through Valmark Advisers, Inc. a SEC Registered Investment Advisor Securities offered through Valmark Securities, Inc. Member FINRA, SIPC 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431. 1-800-765-5201.TouchPoint® Wealth Partners is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.Third party posts do not reflect the views of ValMark Securities, Inc., Valmark Advisers, Inc. and Touchpoint Wealth Partners and have not been approved prior to posting.Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification mark CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Touchpoint® Wealth Partners
View- Website:
- touchpointwealthpartners.com
- Employees:
- 12
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Financial Advisor And Paraplanner At Touchpoint Wealth PartnersTouchpoint® Wealth PartnersCincinnati, Oh, Us
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Financial Advisor/Paraplanner At Touchpoint Wealth PartnersTouchpoint® Wealth Partners Feb 2022 - Present
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ParaplannerTouchpoint® Wealth Partners Jan 2021 - Feb 2022
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Stock Plan Services ConsultantFidelity Investments Nov 2020 - Jan 2021Boston, Ma, Us -
Stock Plan Services AssociateFidelity Investments Jul 2018 - Nov 2020Boston, Ma, Us
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Financia AssociateFidelity Investments Nov 2017 - Jul 2018Boston, Ma, Us
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Health Savings Account AssociateFidelity Investments Sep 2016 - Nov 2017Boston, Ma, Us
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Financial Associate - Defined ContributionFidelity Investments Aug 2014 - Sep 2016Boston, Ma, Us
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Customer Service SpecialistRei Nov 2013 - Aug 2014Seattle, Us• Process purchases, returns, and special orders for customers. Consult with customers to resolve product questions. • Communicate the benefits of REI co-op membership. Progressing towards goal to convert 30% of non-members. • Maintain front retail zone: restock and arrange product for best visibility, update shelf signs and labeling, ensure shopping environment is clean and organized. -
Program Management CoordinatorPublicschoolworks Jul 2012 - Jul 2014Cincinnati, Ohio, Us• Implement and support web-based compliance and training program with 130 school districts in IL, ID, IN, and OH. Our programs includes modules that cover staff training, compliance task record-keeping, accident reporting, hazard investigating, access to Safety Data Sheets, and written plans/policies. • Progress customers through complete implementation and make contact at least 1-2 times per year to update plans as needed. ~90% of inactive customers progressed in 2012-13.• Communicate with sales team about status of customers and upgrade requests. -
Medicare Claims Research UnitHumana Mar 2011 - Jul 2012Louisville, Kentucky, Us• Processed corrected medical claims according to claim history, plan benefits, and provider contracts. Shared productivity ideas with process analysts. • Earned bonuses in 2-of-4 eligible quarters. -
Medicare Customer ServiceHumana Oct 2009 - Mar 2011Louisville, Kentucky, Us• Received 8-12 hourly incoming calls resolving Medicare Advantage benefits, claims, and premium inquiries. Consistently exceeded metrics, earning bonuses in 3-of-4 eligible quarters.• Consistently exceeded metrics based on average call time, quality audits, and customer feedback scores; earned bonuses in 3-of-4 eligible quarters.
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Provider Data Management SpecialistHumana Jun 2006 - Oct 2009Louisville, Kentucky, Us• Coordinated outreach campaigns to maintain provider directory; served as liaison with Las Vegas sales office to update contracts/directory covering 2,200 providers following network acquisition.
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Free-Lance ContributorThe Motley Fool Jul 2005 - May 2009Alexandria, Virginia, Us• Worked remotely with Retail & Restaurant team writing 250-1000-word articles analyzing earnings reports and major news events. Articles published at fool.com/author/1352/index.aspx. • Provided writing feedback and contributions to "The Motley Fool Investment Guide for Teens" authored by Selena Maranjian.
Jason Ramage, Cfp® Skills
Jason Ramage, Cfp® Education Details
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University Of LouisvilleEconomics
Frequently Asked Questions about Jason Ramage, Cfp®
What company does Jason Ramage, Cfp® work for?
Jason Ramage, Cfp® works for Touchpoint® Wealth Partners
What is Jason Ramage, Cfp®'s role at the current company?
Jason Ramage, Cfp®'s current role is Financial Advisor and Paraplanner at TouchPoint Wealth Partners.
What is Jason Ramage, Cfp®'s email address?
Jason Ramage, Cfp®'s email address is ja****@****ail.com
What schools did Jason Ramage, Cfp® attend?
Jason Ramage, Cfp® attended University Of Louisville.
What skills is Jason Ramage, Cfp® known for?
Jason Ramage, Cfp® has skills like Customer Service, Analysis, Microsoft Office, Microsoft Excel, Data Analysis, Problem Solving, Research, Financial Analysis, Writing, Workers Compensation, Powerpoint, Public Speaking.
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