George Ramsay, CFP®
Financial Advisor at Capasso Planning Partners- Claim this Profile
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English -
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Weak Spanish -
Topline Score
Bio
Credentials
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Series 65 - Uniform Investment Advisor Law
FINRA (Financial Industry Regulatory Authority)Mar, 2019- Sep, 2024 -
Emerging Leaders Certification
The BB&T Leadership InstituteNov, 2017- Sep, 2024 -
Chartered Retirement Planning Counselor℠ or CRPC® Professional Designation
College for Financial PlanningNov, 2019- Sep, 2024
Experience
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Capasso Planning Partners
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Mar 2019 - Present
I am excited to start working for a world class fee-only financial planning firm. Capasso Planning Partners is a fee-only advising firm specializing in the areas of portfolio management, risk management, asset protection and retirement, estate and tax planning. I am excited to start working for a world class fee-only financial planning firm. Capasso Planning Partners is a fee-only advising firm specializing in the areas of portfolio management, risk management, asset protection and retirement, estate and tax planning.
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Project Manager - Genral Manager
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Dec 2015 - Aug 2017
Project Manager | General Manager• Turnaround newly acquired restaurant and increased sales from $1M to $3M in first year; selected by owner to manage startup project. Hired, evaluated and motivated staff of 50+ salaried and hourly employees.• Oversaw $1M construction project; remodeled entire facility, supervised contractors, and managed shipments, deadlines, and project scope; directed marketing campaign to promote grand opening.• Transformed brand and generated loyal customers by interviewing, hiring, and training top talent to deliver quality service, build relationships with customers, and generate repeat business.
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General Manager
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Dec 2011 - Dec 2015
• Met and exceeded revenue/sales goals by cultivating and motivating sales-driven team accountable for goals, interacted and built relationships with customers, and proactively and creatively solved problems.• Planned, organized and executed large events with up to 200+ attendees. • Managed full calendar with 10+ events weekly and delivered high levels of customer service by engaging with customers, promptly scheduling events, answering questions, coordinating staff, and overseeing catering.• Cut costs by negotiating contracts with suppliers and distributors; oversaw day-to-day operations, ordered inventory, and managed team of 25+ front/back-of-house staff.• Increased brand awareness and sales with implementation of social media campaign and wrote content for Twitter, Facebook and Instagram.
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Lowcountry Urology Clinics
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United States
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Medical Practices
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1 - 100 Employee
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Administrative Coordinator
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Aug 2011 - Nov 2014
• Planned, initiated, and managed wide range of administrative activities and processes. • Mitigated compliance risk by handling/organizing confidential documents properly per procedures. • Streamlined office operations and increased ease of accessing files by converting paper to electronic files. • Planned, initiated, and managed wide range of administrative activities and processes. • Mitigated compliance risk by handling/organizing confidential documents properly per procedures. • Streamlined office operations and increased ease of accessing files by converting paper to electronic files.
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Education
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2017 - 2018
College of Charleston
Master of Business Administration - MBA, Finance, General -
2007 - 2011
Darla Moore School of Business
Bachelor’s Degree, Finance and Management -
2010 - 2011
FLORENCE UNIVERSITY OF THE ARTS
classes, Restaurant Management and Hospitality Marketing
Community
