Joshua Ramirez
Hilton Head Island,SC
Summary
Outgoing and motivated Economics major seeking to launch a career in wealth management. Passionate about financial analysis, investment strategies, and building meaningful client relationships. Eager to develop skills in engaging with clients and simplifying financial concepts to meet individual needs. Though I have no direct experience in wealth management, I am enthusiastic about applying my academic knowledge and interpersonal strengths in a dynamic finance environment. I am Seeking to gain practical experience in wealth management, financial planning, and portfolio development while learning how to effectively communicate with clients.
Overview
6
6
years of professional experience
Work History
Server
Truffles
Hilton Head Island
08.2021 - 08.2024
- Delivered excellent customer service in a fast-paced environment, building relationships with patrons and ensuring satisfaction
- Honed multitasking and teamwork skills critical for future client-facing roles.
Beach Attendant
The Inn at Harbour Town
Hilton Head Island
05.2023 - 08.2023
- Engaged with guests to ensure a pleasant beach experience, utilizing strong communication and customer service skills
- Managed beach logistics and guest requests with a focus on providing personalized service.
Server
Dockside
Hilton Head Island
06.2020 - 08.2021
- Developed strong time management and communication skills through consistent engagement with guests
- Provided personalized service, contributing to a positive dining experience.
Busser
Old Oyster Factory
Hilton Head Island
06.2018 - 08.2020
- Ensured smooth operations by maintaining cleanliness and organization
- Collaborated with team members to support efficient dining services.
Education
Bachelor of Science in Economics -
University of South Carolina
Columbia, SC06.2025
Skills
- Proficient in Microsoft Excel and financial analysis tools
- Strong analytical and problem-solving skills
- Excellent interpersonal and client communication abilities
- Team-oriented and adaptable
- Emotional intelligence and active listening skills
- Proven ability to build and maintain client relationships
- Strong Work Ethic
- Suggestive Selling
Fraternity Member
Phi Delta Theta, Developed leadership, communication, and teamwork skills through active participation in chapter events and service activities.
Languages
Spanish
Native/ Bilingual
English
Native/ Bilingual
Accomplishments
- Completed the IB program in high school
Affiliations
- I go to the gym every day
- I enjoy trading futures when I can
- I DJ in my free time
Timeline
Beach Attendant
The Inn at Harbour Town
05.2023 - 08.2023
Server
Truffles
08.2021 - 08.2024
Server
Dockside
06.2020 - 08.2021
Busser
Old Oyster Factory
06.2018 - 08.2020
Bachelor of Science in Economics -
University of South Carolina
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