Summary
Overview
Work History
Education
Skills
Certification
Work Availability
Timeline
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Melissa Ramos

Melissa Ramos

Rancho Cucamonga,CA

Summary

Proven track record in relationship building and retirement planning, demonstrated at WFG where I fostered client loyalty and managed financial portfolios. Skilled in sales and marketing, I increased Kut Haus Salon's revenue through strategic upselling. Expert in client relations and process improvement, I excel in translating complex financial and styling needs into tailored solutions. Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Overview

9
9
years of professional experience

Work History

Financial Professional

WFG
Rancho Cucamonga
08.2017 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • life and hearth state licensed.

Senior Hairstylist

Kut Haus Salon
07.2015 - 06.2017

Fully licensed hairstylist. I performed modern haircuts and color on clientele.

  • Increased salon revenue by upselling various hair care products and services to clients during appointments.
  • Enhanced client satisfaction by providing personalized hair consultations and recommending suitable hairstyles based on individual preferences.
  • Developed strong relationships with clients through effective communication and understanding of their specific requirements.
  • Participated in industry events to stay updated on latest trends, styles, and techniques, furthering professional development as a hairstylist.
  • Contributed to maintaining a clean work environment by following sanitation guidelines diligently as per regulatory standards.

Education

State License - Cosmetology

Aveda Institute
Los Angeles, CA
02.2012

Associate of Arts - Liberal Arts And General Studies

Mt San Antonio College
Walnut, CA
01.2000

Skills

  • Retirement planning
  • Debt management
  • Relationship building and management
  • Sales and Marketing
  • Client Relations
  • Process Improvement
  • Retirement needs
  • Insurance sales
  • Insurance Planning

Certification

  • Life and Health Licensed financial professional

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Financial Professional

WFG
08.2017 - Current

Senior Hairstylist

Kut Haus Salon
07.2015 - 06.2017

State License - Cosmetology

Aveda Institute

Associate of Arts - Liberal Arts And General Studies

Mt San Antonio College
Melissa Ramos