Ethan Bell Email & Phone Number

Quakertown, PA, US

Lancaster County, Pennsylvania, United States

I support financial advisors on the Bare Wealth team through creating financial plans and being in financial planning meetings.

Lancaster, Pennsylvania, United States

As a Client Relationship Manager, I am responsible for working directly with financial advisors to maintain client relationships. I will help service them until I am fully licensed and am able to begin building a book of business. I also delegate service work when appropriate to others in an effort to transition to a more advisor-like role.

Lancaster, Pennsylvania, United States

As a Client Service Associate, I answered client's questions via phone calls and emails and handled the back-end work for financial advisors. I learned more about the industry through being in some client meetings and phone calls. My aim is to become a Financial Advisor and I believe this is a step towards that goal.

Grove City, Pennsylvania, United States

I led a Christian fraternity during my senior year at Grove City College, having a group of over 40 students. During this time, I learned a lot through running weekly meetings and leading our leadership team.

New York, New York, United States

As an intern with Cambridge Wilkinson, I performed research and analysis to help companies find an investor to further their business aspirations.