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Ethan Settle is listed as Financial Planning @ UNT '26 | Intern @ Preservation Financial | Eagle Scout | RE License Holder at Preservation Financial Wealth Management, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a matched LinkedIn profile for Ethan Settle.
Ethan Settle previously worked as Intern at Preservation Financial Wealth Management and Equity Research Analyst at Unt Student Investment Group. Ethan Settle holds Bachelor'S Degree, Financial Planning And Services from University Of North Texas.
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Financial Planning student committed to personal and professional growth. Searching for a position in the Financial Services sector where I can invest my energy, learn, and contribute to a team.
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Roanoke, Texas, United States
- Mananging 500+ clients through our client relationship manager, RedTail- Organizing client’s data, which nets to over 200 million in assets under management- Attending client meetings, and gaining valuable industry knowledge
Denton, Texas, United States
- Conducting comprehensive 8-week analysis of a publicly traded company.- Presenting key financial insights and trends, collaborating closely with a senior analyst.- Developing advanced financial modeling and research skills.
Southlake, Texas, United States
- Processed thousands of financial transactions, providing personalized solutions and initiating banker referrals to enhance customer experience.- Managed and balanced tens of thousands of dollars daily while adhering strictly to risk management and security policies.- Consistently achieved a customer satisfaction score of over 85%, exceeding the bank’s.
United States
- Provided excellent customer service, ensuring accurate orders and smooth transactions - Trained and led coworkers to maintain a high standard of service - Maintained a clean, organized environment
Coppell
- Prepared and cooked meals while maintaining food quality standards - Cleaned, restocked kitchen, and ensured efficient operations - Trained and supervised coworkers to enhance team performance
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Ethan Settle works for Preservation Financial Wealth Management.
Ethan Settle is listed as Financial Planning @ UNT '26 | Intern @ Preservation Financial | Eagle Scout | RE License Holder at Preservation Financial Wealth Management.
Ethan Settle is based in Dallas-Fort Worth Metroplex, United States, United States while working with Preservation Financial Wealth Management.
Ethan Settle has worked for Preservation Financial Wealth Management, Unt Student Investment Group, Wells Fargo, Velvet Taco, and The Biscuit Bar.
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Ethan Settle holds Bachelor'S Degree, Financial Planning And Services from University Of North Texas.
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