Sr. Data Analyst @ Crunchbase | Founder @ Big Data Energy⚡️ | LinkedIn [in]structor | Empowering career growth in data | Breaking industry stereotypes

💌 partnerships@bdeanalytics.com
Hi 👋🏼 I’m Jess Ramos — a data analyst, entrepreneur, and content creator with a community of over 350,000 followers.

After years of driving impact at high-growth tech startups, I realized success isn’t just about knowing SQL or analyzing dashboards — it’s about building community, leading with empathy, and making tech accessible to everyone.

Today, I run Big Data Energy ⚡️, where I teach data courses that help individuals grow their tech careers, speak on stages, and partner with brands to amplify their messages in the tech space.

Highlights:

- Creator of Big SQL Energy™ ⚡️ (the world’s greatest SQL course!)
- Partnered with brands like IBM, AWS, NFL, Atlassian, and Lyft
- Advocate for making data careers more accessible & human in an AI-driven world

Brands: partnerships@bdeanalytics.com
Instagram: @jessramosdata
TikTok: @jessramosdata
Newsletter: https://jessramosdata.substack.com/
Youtube: @JessRamosData

Jess Ramos, MSBA

Tech Financial Planning

Holistic financial planning for tech professionals with equity compensation. 

I help people in tech:

-Reduce taxes
-Optimize investments
-Improve cash flow
-Protect your assets
-Grow your wealth
-Fund college education
-Plan wealth transfer
-Reach financial goals
-Live a life you love

Founder

Abound Wealth Management

Financial Advisor

Novare Capital Management

Vanguard

Facilitated consultative conversations to align clients with personalized solutions in effort to best position them for investment success in their retirement planning.

Maintained technical expertise of current and changing retirement issues and regulations on complex retirement topics such as Required Minimum Distributions, assumed and inherited IRA decisions, small business retirement account strategy, and other retirement options.

Translated IRS rules and regulations throughout the passage of the Secure Act and Cares Act into terms that resonate with clients which lead to a heightened education in their decision making.

Retirement Specialist

Managed classrooms of new hires through the licensing process for the SIE, Series 7, and Series 63 exams

Created licensing curriculum and presented fundamental financial concepts to classrooms of new hires

Identified problem areas and conducted targeted one-on-one tutoring sessions to increase exam scores

Licensing Trainer

Carolina Moldings, Inc

•	Senior account representative to multimillion dollar companies 
•	Managed $1+ Mil of accounts payable 
•	Created company’s inaugural quality management system

Director Of Operations

Morgan Stanley

Financial Advisor Support Specialist

The Tech Finance Guy, Financial Advisor to Tech Professionals w/ Equity Compensation

I didn't come from wealth. 

I wore hand-me-downs, shared a bedroom, and never ate at restaurants. I wasn't taught how to build wealth. 

So I set out on my own journey to learn the secrets. I studied how the wealthy act and the strategies they use. Now my mission is to bring back those strategies to you - tech professionals - to help you build wealth.

My passion is helping tech professionals navigate equity compensation and master their money.

Many people in tech aren’t sure what to do with their equity. I help them balance the risk, upside, and taxes so they can turn their “paper money” into real money.

Services I provide for clients:

-Investment management
-Company stock planning 
-Savings plan
-Tax minimization
-Insurance Analysis
-Company benefits analysis
-Estate planning
-Wealth building
-IPO planning

I have particular expertise with:
-Stock Options (ISOs & NQSOs)
-Restricted Stock Units (RSUs) 
-Alternative Minimum Tax
-Employee Stock Purchase Plans

Values
*You're a person, not a spreadsheet
*I'll never judge your decisions
*I use plain English because I hate jargon

Learn more at TechFP.com

taplio

The Battle

Jess Ramos, MSBA

Alex Crouch, CFP®

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