Renzo Ramirez Email & Phone Number

Richmond, Virginia Area

Richmond, Virginia Area

Plan, develop, deliver and service clients’ corporate Non-qualified plans.Duties involve implementing, tracking, monitoring, and maintaining client non-qualified benefit plan accounts, fund investments and distributions.Responsible for developing and maintaining full understanding of day to day workflow processes required for client plans assigned.Facilitate daily transaction activity with the Trustee and Trading desk.Serve as initial escalation point for participant call center inquires.Responsible for responding in accordance with published standards while acting as a liaison with the client and Newport to ensure accuracy of plan record-keeping and data.

Mechanicsville, Va

Perform retirement projections. Estimating asset growth, projected income throughout retirement, as well as point out the possible risks along the wayDetermine best Social Security Distribution Strategy in order to maximize clients’ income throughout retirementHost seminars that touch on retirement or college savings methodsMaximize pensions by utilizing life insurance policies when adequateMaximize beneficiary tax savingsDiversify clients’ portfolios in a conservative manner, taking into account client’s age and investment risk profile, all while minimizing tax consequences Establish and service business retirement plans including Safe Harbor 401(k) plans, SIMPLE and SEP IRAs

Richmond, Virginia Area

Independent prospectingResponsible asset allocationFinancial planning that involves minimal tax consequencesUtilize mutual funds, securities, insurance, and annuity products Host seminars that touch on retirement or college savings methods

Woodbridge, Va

New project value estimation, calculating the costs of labor, material, permits, taxes, and fire alarm subcontractor workManaged all bidding and negotiation of final priceManaged payroll, project licenses, county inspectionsManaged payroll

Master Of Science (M.S.), Decision Analytics - Professional Track

Bachelors Of Science, Business Economics

Activities and Societies: Vice-President of the Econ Club, Member of VCU Team competing in the Federal Reserve Challenge