Management Associate
Current
Jul 2020 - Present
AeroLeads people directory · profile
Ethan Stewart Email & Phone Number
Management Associate at Glenmede
at
Glenmede
1 work email found
@glenmede.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Management Associate at Glenmede
Location
Philadelphia, Pennsylvania, United States
Company size
Who is Ethan Stewart? Overview
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Quick answer
Ethan Stewart is listed as Management Associate at Glenmede at Glenmede, a company with 383 employees, based in Philadelphia, Pennsylvania, United States. AeroLeads shows a work email signal at glenmede.com and a matched LinkedIn profile for Ethan Stewart.
Ethan Stewart previously worked as Management Associate at Glenmede and Fiduciary Administrator at Wells Fargo. Ethan Stewart holds Master Of Business Administration (M.B.A.), Business Administration And Management, Cum Laude from Campbell University, Lundy-Fetterman School Of Business.
Company email context
Email format at Glenmede
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{first}.{last}@glenmede.com
89% confidence
AeroLeads found 1 current-domain work email signal for Ethan Stewart. Compare company email patterns before reaching out.
Profile bio
About Ethan Stewart
Ethan Stewart is a Management Associate at Glenmede at Glenmede. He possess expertise in public speaking, leadership, spanish, microsoft excel, investments and 4 more skills. He is proficient in Spanish.
Listed skills include Public Speaking, Leadership, Spanish, Microsoft Excel, and 5 others.
Current workplace
Ethan Stewart's current company
Company context helps verify the profile and gives searchers a useful next step.
Glenmede
5 roles
Ethan Stewart work experience
A career timeline built from the work history available for this profile.
Fiduciary Administrator
- Responsible for administering, terminating, and distributing moderately complex accounts of all types, such as Irrevocable Trusts, Revocable Trusts and IMAs, with a combined market value of $500 million.- Managed, maintained, and administered over 700 client relationships and accounts as an additional point of contact for clients in partnership with an.
Jun 2018 - Jul 2020
Trust & Wealth Management Graduate Assistant
- Planned and assisted in the coordination of the continuing education programs offered by the Trust Education Foundation. - Developed online placement bulletins for the trust business administration programs. - Attended classes and workshops that were designed to educate Trust professionals in new methods and techniques.- Assisted the director with.
Aug 2015 - May 2018
Wealth And Investment Management Intern
- Interfaced with account lawyers and family members to generate additional information for timely account closures.- Assisted stakeholders in the administration, termination, and distribution of moderately complex accounts worth $5M+ including Irrevocable Trusts, IRAs and Revocable Trusts.-Maximized workflow by timely scheduling/assisting in trust fund.
Jun 2017 - Aug 2017
Trust Asset Management Intern
- Oversaw a $50 million+ portfolio of closely held businesses, partnerships, real estate and alternative assets.- Conducted annual analysis of 40+ companies by applying standard business valuation and financial analysis techniques.-Represented client assets in a transactional setting.
Jun 2016 - Aug 2016
Team & coworkers
Colleagues at Glenmede
Other employees you can reach at glenmede.com. View company contacts for 383 employees →
ML
Maura Lockett
Colleague at Glenmede
Wilmington, Delaware, United States, United States
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JC
Jack Casler
Colleague at Glenmede
New York City Metropolitan Area, United States
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JS
Joseph Sassoon
Colleague at Glenmede
Brooklyn, New York, United States, United States
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KK
Kimberly Kingsland
Colleague at Glenmede
Somerset, New Jersey, United States, United States
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SA
Samantha Audia, Ctfa
Colleague at Glenmede
Philadelphia, Pennsylvania, United States, United States
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AM
Angelika Minervino
Colleague at Glenmede
Philadelphia, Pennsylvania, United States, United States
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ML
Michael Lam, Cfa, Caia
Colleague at Glenmede
Greater Philadelphia, United States
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DM
Deborah Monigan
Colleague at Glenmede
New York City Metropolitan Area, United States
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EB
Ethan Bernhardt
Colleague at Glenmede
Philadelphia, Pennsylvania, United States, United States
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SB
Sharon Brown
Colleague at Glenmede
Philadelphia, Pennsylvania, United States, United States
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Maura Lockett
Colleague at Glenmede
Wilmington, Delaware, United States, United States
View →
JC
Jack Casler
Colleague at Glenmede
New York City Metropolitan Area, United States
View →
JS
Joseph Sassoon
Colleague at Glenmede
Brooklyn, New York, United States, United States
View →
KK
Kimberly Kingsland
Colleague at Glenmede
Somerset, New Jersey, United States, United States
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SA
Samantha Audia, Ctfa
Colleague at Glenmede
Philadelphia, Pennsylvania, United States, United States
View →
AM
Angelika Minervino
Colleague at Glenmede
Philadelphia, Pennsylvania, United States, United States
View →
ML
Michael Lam, Cfa, Caia
Colleague at Glenmede
Greater Philadelphia, United States
View →
DM
Deborah Monigan
Colleague at Glenmede
New York City Metropolitan Area, United States
View →
EB
Ethan Bernhardt
Colleague at Glenmede
Philadelphia, Pennsylvania, United States, United States
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SB
Sharon Brown
Colleague at Glenmede
Philadelphia, Pennsylvania, United States, United States
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2 education records
Ethan Stewart education
Master Of Business Administration (M.B.A.), Business Administration And Management, Cum Laude
Bachelor’S Degree, Trust & Wealth Management, Minor In Financial Planning & Spanish, Cum Laude
FAQ
Frequently asked questions about Ethan Stewart
Quick answers generated from the profile data available on this page.
What company does Ethan Stewart work for?
Ethan Stewart works for Glenmede.
What is Ethan Stewart's role at Glenmede?
Ethan Stewart is listed as Management Associate at Glenmede at Glenmede.
What is Ethan Stewart's email address?
AeroLeads has found 1 work email signal at @glenmede.com for Ethan Stewart at Glenmede.
Where is Ethan Stewart based?
Ethan Stewart is based in Philadelphia, Pennsylvania, United States while working with Glenmede.
What companies has Ethan Stewart worked for?
Ethan Stewart has worked for Glenmede, Wells Fargo, and Campbell University.
Who are Ethan Stewart's colleagues at Glenmede?
Ethan Stewart's colleagues at Glenmede include Maura Lockett, Jack Casler, Joseph Sassoon, Kimberly Kingsland, and Samantha Audia, Ctfa.
How can I contact Ethan Stewart?
You can use AeroLeads to view verified contact signals for Ethan Stewart at Glenmede, including work email, phone, and LinkedIn data when available.
What schools did Ethan Stewart attend?
Ethan Stewart holds Master Of Business Administration (M.B.A.), Business Administration And Management, Cum Laude from Campbell University, Lundy-Fetterman School Of Business.
What skills is Ethan Stewart known for?
Ethan Stewart is listed with skills including Public Speaking, Leadership, Spanish, Microsoft Excel, Investments, Teamwork, Microsoft Office, and Final Cut Pro.
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