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Credit and financial analyst, with specialty in writing company reports on the insurance sector. Professional background: Kroll Bond Rating Agency, Marsh, Wells Fargo. Academic background: Tulane University, Freeman School of Business (2015), Bachelor of Science, Finance. GPA: 3.36. Selected Coursework: Burkenroad Reports Equity Analysis, Aaron Selber Jr. Distressed Debt.Excel Proficient: Vlookup, Hlookup, Pivot Tables, Match, Offset, Index.Financial Certifications: Series 7 (expired), Series 66 (expired), CFA Level I exam passed.Tulane University, Freeman School of Business (2015).
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Credit Associate, InsuranceKbra May 2021 - PresentNew York, Ny, UsAnalyze insurance companies for the purpose of assigning ratings. Review statutory filings and recent material news. -
Financial AnalystMarsh Jun 2018 - May 2021New York, New York, Us• Analyze Property and Casualty, Life and Health companies to assess profitability, liquidity, and solvency. Review statutory filings, including consolidated financial statements, footnotes, Schedule P (reserve development), Schedule D (investments), Schedule F (reinsurance transactions), material news, and rating agency reports.• Write executive summaries for internal colleagues and external clients, including Recent Developments, Group Overview, Financial Highlights, and Rating Agency Actions.• Discuss and respond to inquiries regarding published research.• Present and demonstrate new Market Information Group research and data portal to internal colleagues.• Developed dynamic spreadsheet to compare ratings of over 10,000 insurance companies across multiple rating agencies using COUNTIFS, IF, graph, and other Excel functions. -
Registered Client AssociateWells Fargo Advisors Nov 2016 - Jun 2018• Created and edited group presentations to be presented to institutional clients of Wells Fargo Advisors largest group in New York City, consisting of over 500 clients and over $2B AUM.• Streamlined and automated spreadsheet to assess current and potential portfolio stock positions. Reduced weekly update from full day to under two hours, utilizing Vlookup, Hlookup, Match, Index, Correl, and other Excel functions.• Cultivated relationships with MassMutual, Fidelity, and other Mutual Fund companies for the group’s benefit.• Analyzed capital markets and portfolio investments for group’s weekly conference call.• Handled account maintenance, funds transfers, securities trading, and settlement trade execution for high net worth clients
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Guggenheim Partners Investment Management InternGuggenheim Partners Jun 2015 - Jul 2015New York, New York, Us• Condensed and organized data from past real estate deals to review and strategize deal ROI and productivity.• Participated in meetings with CIO regarding current economic outlook to gain deeper insights into financial markets.• Analyzed real estate deals, mostly in the New York City and Los Angeles metro areas, with team to assist firm in making prudent investment decisions. -
Summer InternG2 Investment Group, Llc Jun 2014 - Aug 2014Us• Analyzed financial information to be used in presentations for investments, primarily in Exploration & Production sector.• Assembled an investor presentation for a deal with a Calgary oil company.• Participated in and prepared summaries of conference calls among the firm’s partners.• Met with CEO and Guggenheim Partners founder to learn more about portfolio management and capital market analysis. -
Student Affairs ConsultantTulane University Feb 2013 - May 2014New Orleans, La, Us• Led project on the causes of theft from school dining venue, totaling $14,000 in lost profits. Proposed solutions were implemented by the university.• Met with dining venue employees, delegated tasks to team members, developed and led final presentation. -
Head Of Soccer Program, Bunk CounselorCamps Baco & Che-Na-Wah Jun 2010 - Aug 2013I trained, managed, and evaluated six department staff members; coordinated program and evaluated all campers periodically; and facilitated conflict resolution among campers and helped maintain healthy relationships.
Ethan Kline Skills
Ethan Kline Education Details
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Tulane University - A.B. Freeman School Of BusinessFinance -
Horace Mann School
Frequently Asked Questions about Ethan Kline
What company does Ethan Kline work for?
Ethan Kline works for Kbra
What is Ethan Kline's role at the current company?
Ethan Kline's current role is Credit Associate, Insurance at KBRA.
What is Ethan Kline's email address?
Ethan Kline's email address is et****@****ers.com
What is Ethan Kline's direct phone number?
Ethan Kline's direct phone number is +191757*****
What schools did Ethan Kline attend?
Ethan Kline attended Tulane University - A.b. Freeman School Of Business, Horace Mann School.
What are some of Ethan Kline's interests?
Ethan Kline has interest in Booksfavorite Investing Books, Rome, Football, Sunrise, A Song Of Ice And Fire, Exercise, Stanley Kubrick, The Intelligent Investor, The 3g Way, Parks And Recreation.
What skills is Ethan Kline known for?
Ethan Kline has skills like Bloomberg Terminal, Financial Modeling, Financial Analysis, Stock Management, Microsoft Certified In Excel, Intermediate French, Microsoft Word, Powerpoint, Epipen Certified, Delegation, Microsoft Office.
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