Ethan Rose Email & Phone Number

Kansas City Metropolitan Area

• Proactively developing and maintaining diverse and strong client relationships, which showcase and differentiate our products, to grow our client base and enhance our wallet share
• Applying portfolio analytical tools to identify products and services to clients regarding portfolio optimization
• Assisting clients across diverse levels of technical expertise to navigate the sophisticated investment world by providing them with portfolio building and fund selection guidance
• Work closely with an Internal Sales Manager and Market Leader/Market Consultant to develop and implement a strategic territory sales plan to deepen and broaden client relationships, elevate client loyalty, grow sales.

Olathe, Kansas, United States

• Lead players and parents on two U9 boys teams through first 7v7 competitive, metro-area league and tournament environment with relegation and promotion where focus is on individual and team-oriented foundational.

Olathe, Kansas, United States

• Lead players and parents on two U8 boys teams through first competitive playing environment where focus is on individual ball mastery, dribbling, shooting, and foundational passing
• Host an additional training session for U8 boys and girls once per week

Overland Park, Kansas, United States

• Execute new investment accounting onboarding process
• Initiate, monitor, and process incoming account transfer requests and lead Investment Inventory portion of weekly meetings
• Provide ongoing investment account maintenance and assist clients with tax and account inquiries
• Effectively execute daily cash management and asset movement activities including wire transfers, journals, and ACH transfers
• Conduct investment portfolio audits for potential and new clients using our model portfolios as a proxy
• Execute and monitor mutual fund and equity trades based on asset movement, cash management activities, and current market outlook

Master Of Science - Ms, Finance

Activities and Societies: MSF Program Ambassador, Co-Founder & Assistant Fund Manager of Fighting Irish Capital Academic: • Mendoza.

Bachelor Of Sciences & Mathematics, Data Science, Minor In Business Administration

Activities and Societies: Division I Men’s Soccer Team, Omicron Delta Kappa National Leadership Society, Belmont Office of Leadership.

Bachelor Of Science, Computer Science

Activities and Societies: Division I Men's Soccer Team, Capstone Scholar Division I Men's Soccer Team: • Made eight appearances as a true.