John Ramsey

Financial Planning at Aptus | Candidate for CFP® Certification | Helping Clients Make Confident, Values-Based Decisions

Role
Associate at Aptus Financial
Location
Denver, CO, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About John Ramsey

I like to learn new things. I want to be challenged. I love working with a team. I will take on any task - big or small. I want to drive the ship but recognize when someone else can do it better. I am a thinker and want to understand the “why” in a decision.

Experience

  1. Associate

    Aptus Financial

    May 2025 — Present · Denver, CO, US

    Super excited to join Aptus Financial, a firm I admire for its transparent flat-fee model and client-first approach. Aptus serves DIY investors, especially early and mid-career professionals, offering personalized financial planning grounded in integrity and expertise. A focus on simplicity, organization, and cash flow helps clients feel more in control and builds a strong foundation for lasting financial health and a steady, purposeful path forward.

Education

  • University of Colorado Boulder

    Bachelor’s Degree

Skills

  • Healthcare Information Technology
  • Healthcare
  • Market Development
  • Account Management
  • Sales
  • New Business Development
  • Solution Selling
  • Strategic Planning
  • Healthcare Information Systems
  • Application Architecture
  • Mobile Platforms
  • Predictive Analytics
  • Big Data Analytics
  • Hadoop
  • Population Health
  • Analytics
  • Hospitals
  • Healthcare Information Technology (Hit)
  • Consulting
  • Cardiology
  • Business Intelligence
  • Informatics
  • Leadership
  • Management
  • Medical Devices
  • Pacs
  • Process Improvement
  • Program Management
  • Radiology
  • Sales Operations
  • Strategy
  • Direct Sales
  • Customer Relationship Management (Crm)
  • Enterprise Technology Sales
  • Enterprise Sales

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John Ramsey — Associate at Aptus Financial in Denver, CO, US | Unifers