Ethan Batrous
Greenwell Springs,LA
Summary
Accomplished Executive Analyst with a proven track record at Cost Segregation Services Inc, enhancing financial outcomes through expert cost segregation and tax planning. Skilled in Microsoft Excel and adept at fostering client relationships, demonstrated success in financial analysis and portfolio management. Achieved significant improvements in client financial strategies by leveraging transparency and communication.
Overview
7
7
years of professional experience
Work History
Executive Analyst
Cost Segregation Services Inc
Baton Rouge, LA
03.2023 - Current
- Review tax and financial documentation, calculate depreciation, determine asset ownership, and calculate cost basis.
- Verified final study details to ensure accuracy in client and engineering cost data.
- Draft form 3115's to integrate study findings into client taxes.
Financial Advisor
Equitable Advisors
07.2022 - 03.2023
- Identified and engaged with potential clients.
- Assisted in crafting financial plans tailored to client goals.
- Deploy investment strategies to optimize client outcomes.
Server & Trainer
J. Alexander’s
Baton Rouge
11.2020 - 07.2022
- Upheld top-notch service standards during training sessions for new employees.
- Implemented company standards for all employees.
- Maintain positive attitude and image while representing company standards to the highest degree.
Server
J. Alexander’s
Baton Rouge
12.2018 - 11.2020
- Delivered exceptional high-class dining experiences to guests.
- Supervise up to four tables accommodating over 16 guests.
- Collaborated with bartenders, kitchen staff, and management regarding guest needs.
Education
Bachelor of Science - Economics
Louisiana State University And A&M College
Baton Rouge, LA12.2021
Skills
- Cost Segregation
- Portfolio Management
- Financial Analysis
- Microsoft Excel
- Microsoft Office
- Adobe
- Economic Analysis
- Tax Planning
Timeline
Executive Analyst
Cost Segregation Services Inc
03.2023 - Current
Financial Advisor
Equitable Advisors
07.2022 - 03.2023
Server & Trainer
J. Alexander’s
11.2020 - 07.2022
Server
J. Alexander’s
12.2018 - 11.2020
Bachelor of Science - Economics
Louisiana State University And A&M College
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