Ethan Costa
San Diego,CA
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
1
1
year of professional experience
Work History
Wealth Management Intern
Sterling Global Strategies
06.2023 - Current
- Analyzed investment styles, markets and characteristics.
- Provided administrative support to team of wealth management experts creating advice-based solutions.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Investment Sales Commercial Real Estate Intern
Matthews Real Estate Investment Services
05.2023 - 06.2023
- Issued office-wide communications on behalf of brokers and team leaders.
- Generated leads and qualified prospects, facilitating smooth property transactions.
- Compared properties possessing similar features to determine competitive market prices.
- Evaluated properties for potential salability and pricing.
Wealth Management Intern
Wells Fargo
08.2022 - 11.2022
- Attended internal and external partner sessions to gain financial product knowledge.
- Assisted financial planners with research and collecting data.
- Analyzed investment styles, markets and characteristics.
- Supported department initiatives to gain understanding of industry culture and strategy.
Education
Bachelor of Arts - Business Administration
University of Southern California
Los Angeles, CA05.2023
Skills
- Customer Support Needs Assessment
- Financial Oversight
- Professional Industry Communication
- Prospecting Techniques
- Savings Accounts
- Client Relationships
- Financial Data Production
- Lead Generation
- Conflict Resolution Techniques
Timeline
Wealth Management Intern
Sterling Global Strategies
06.2023 - Current
Investment Sales Commercial Real Estate Intern
Matthews Real Estate Investment Services
05.2023 - 06.2023
Wealth Management Intern
Wells Fargo
08.2022 - 11.2022
Bachelor of Arts - Business Administration
University of Southern California
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