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Client-focused professional with track record of success responding to client needs in accordance with procedures. Performed in roles that required research, open ended reports, auditing and fraud response. Experience building rapport and operating with a team under stressful conditions.

Former Army Medic with experience in combat operations and planing. Former Fidelity Client Relationship Advocate. Highly adaptable, fast learner.


Results driven professional with expertise in client relationship management, financial analysis, and regulatory compliance. Proven ability to resolve complex client issues while enhancing overall satisfaction and engagement. Skilled in communicating financial concepts clearly, building trust with clients, and collaborating with cross functional teams to deliver efficient, compliant solutions. Holds Series 7 and 63 licenses, with ongoing pursuit of Series 66 to further deepen advisory capabilities.

To continue my passion for learning as much as possible about financial markets, while helping clients to achieve their financial goals. I enjoy building relationships and working with clients of all financial situations to provide a sense of assurance when it comes to investing and planning for retirement.

To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Juan Ramirez Perez

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Client Relationship Advocate

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Bachelor of Science - Economics

Bachelor of Science - Business Administration Concentration in Finance

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Client Relationship Advocate

Bachelor of Science - Economics

Bachelor of Science - Business Administration Concentration in Finance

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