Ethan Stewart, Cfp®, Cepa Email & Phone Number

Johnstown, Pa, Us

Johnstown, Pa, Us

Responsible for contacting and developing a client base for the firm.I take a holistic approach to planning with everyone I meet. We work together to uncover the financial goals each person has for the future. Then we work together to uncover what opportunities there are to improve the financial picture. We do this by looking at assets, debt, investments, and insurances that the individual has in place or not. Taking all of this information together we then put together a financial plan laying out what steps should be taken for the individual to achieve their goals Finally we take pride in developing a long term relationship with the client by monitoring and helping them apply and execute the plan we have laid out.Responsible for developing and maintaining the relationships with our clients and monitoring their progress in the financial plan..

Johnstown, Pa, Us

Serviced existing client relationships through engaging in client reviews and retention. Assisted in administrative duties directly associated with daily business operation processes. Actively pursued and achieved required licensing with FINRA registration.

El Segundo, Ca, Us

Within one year the vision was developed, the plan was created, and 814 Worx was born.As Johnstown's first co-working space, we look to give remote workers and entrepreneurs that work from home, but are looking for an office an affordable and flexible space to get their work done.I am responsible for creating and running the business and will continue to see it grow to reach the short term and long-term goals.If you need an office or are an entrepreneur looking to grow their business, then you should reach out and get a hold of us!! Check out our website 814worx.com and our Facebook www.facebook.com/814worx for more information and updates.

New York, Ny, Us

Fairfax, Virginia , Us

Verified that county water facilities were running according to governmental standards and procedures. Created and executed an inspection schedule of more than 100 facilities in the Fairfax area. Interacted with facility management at inspection and engaged with them to correct any code violations that may have been discovered.

Milwaukee, Wi, Us

Responsible for networking, establishing, and maintaining business relationships with all types of clients. Created and maintain an extensive client base with a large number of high-worth individuals. Created financial plans and make recommendations for various financial products to strengthen financial plan for clients

Developed a contact base for daily client relations with dozens of Richmond small businesses concerned with their needs and wants. Was responsible for tracking, scheduling, executing and coordinating business sales meetings with prospects. Helped to foster the relationships with current business clients.

Global, Us

Solved a cost issue within the business using the Six Sigma tools. Responsible for the daily tracking of the project sites for the Project Management team. Followed Standard operating Procedures (SOP) for daily monitoring in order to insure that the SLAs were met.

Newport Beach, California, Us

Organized marketing events within the student organization at Virginia Commonwealth University. Managed promotional events once a week throughout the semester. Consulted with potential clients regarding potential products or services expected to be in demand. Planned and prepared promotional events to increase sales by working with potential clients.

Bachelor Of Science (Bs), Entrepreneurial And Small Business Operations

Cfp®