Ethan Rosenbloom, Cfp® Email & Phone Number

Deerfield, Illinois, United States

As a Financial Planning Analyst, Ethan builds customized financial plans to help high-net worth clients achieve their short and long-term financial goals.In coordination with a team of passionate financial advisors and risk management consultants, he collaborates to deliver individual financial strategies across a holistic range of disciplines: debt.

While at Discovery Group, Ethan was responsible for all operational activities across the firm. He prepared and analyzed the company’s monthly financial statements and led monthly meetings with Discovery’s managing partners to review the numbers. Ethan also established procedures to validate official fund performance figures and expense allocations to the.

Chicago

Analyzed portfolios and researched mutual fund holdings to prepare advisor for client meetingsCommunicated with mutual fund companies to compile fund facts and historical data as well as wholesalers to learn about investment products and forecastsAttended client meetings to listen to their concerns and expectations about their portfolios and experienced.

Lincolnshire, IL

Fulfilled more than 1,000 customized orders accurately and organized the items for quality control

Bannockburn, IL

Organized thousands of financial statements into their respective client foldersDeveloped an organized filing system which provided easy access to information regarding a specific client