Ethan Shack Email & Phone Number

Lake Forest, Il, Us

Lake Forest, Il, Us

Deerfield, Illinois, United States

•Streamlined daily operations at a high volume Financial Planning firm as a key member of the Central Operations Team, supporting multiple account managers who cater to senior executives of Fortune 500 companies.•Sorted, scanned, and archived a variety of financial documents from incoming mail and Outlook team inboxes into Ayco Desktop and NetDocs, eliminating a six-month backlog.•Completed various administrative projects and collaborated with individual teams to ensure operational efficiency within the firm.•Processed mailings of client data to clients and created bindings for client meetings. •Provided professional reception coverage by answering client calls, managing incoming mail, and greeting clients.•Completed expense reports for advisor travel through the SAP Concur platform and created travel billing invoice allocations for clients.•Created tax vouchers for quarterly estimated payments and sent through certified mail to tax authorities.

•Gained hands-on experience in the main areas of financial planning: cash-flow planning, investment planning, retirement planning, college and student loan planning, insurance planning, estate planning, and tax planning•Watched real client meetings, conducted financial analyses, and developed client deliverables on eMoney Advisor. •Became certified in eMoney Advisor and gained experience in Asset-Map, Redtail CRM, and Morningstar Advisor Workstation, which included live sessions with representatives from each company.•Learned planning perspectives and best practices from 50+ industry experts•Interacted with guest experts and fellow externs on live calls.•Earned 500 hours toward CFP® Board experience requirements

• Collaborated closely with fellow club members to cultivate a culture of professionalism, fostering teamwork and skill development within the club.• Proactively connected with industry professionals and club representatives, establishing valuable relationships within the financial planning community to broaden our club's network and knowledge base.•Acquired a deeper understanding of business etiquette and conduct, equipping club members with the knowledge and skills necessary to navigate professional settings effectively within the context of our club's activities.

Lake Zurich, Illinois, United States

•Supervised and cared for a group of 11 children ages 4-5 during summer day camp.•Planned and implemented a variety of age-appropriate activities, including arts and crafts, games, and outdoor adventures to promote physical and social development.• Fostered a safe, inclusive, and positive learning environment by maintaining clear communication with children, resolving conflicts, and enforcing camp rules.•Assisted certified swim instructors in teaching swim lessons to children, ensuring their safety and progress in the water.

Vernon Hills, Illinois, United States

• Restocked 15 to 20 bays in the store daily and reassigned price tags to ensure store accuracy.• Managed inventory and maintained product displays for a high-volume Home Depot location, ensuring that merchandise was presented in an attractive and organized manner to maximize sales.• Collaborated in team initiatives to set up and take down seasonal promotions.• Assisted customers with inquiries to ensure customer satisfaction.

Lincolnshire, Illinois, United States

•Skillfully managed the concessions counter, scooping popcorn, preparing food items, serving beverages, and efficiently handling financial transactions.•Ushered and maintained the theaters, ensuring they were clean and inviting for the next set of showings, enhancing the overall viewing experience.•Demonstrated exceptional customer service skills while working in the box office, where I proficiently handled customer ticketing, inquiries, and phone calls, providing valuable assistance and information to our patrons.