Ethan Dinh
New Orleans,LA
Summary
Passionate Finance student seeking an internship opportunity in financial advising. Proactive financial assistant with a focus on effective client communication and adherence to regulatory standards. Skilled in data analysis and portfolio tracking, contributing to informed decision-making and enhanced client satisfaction.
Overview
3
3
years of professional experience
Work History
Financial Advisor Shadow Assistent
Edward Jones
New Orleans, Louisiana
05.2025 - 08.2025
- Managed appointment scheduling for financial advisors and clients.
- Assisted clients with account inquiries and financial product information.
- Coordinated communication between clients and financial advisors effectively.
- Developed comprehensive spreadsheets for tracking client portfolios performance over time.
Financial Manager
Tammy Nails
New Orleans, Louisiana
05.2022 - 08.2023
- Analyzed financial data to identify trends and inform management decisions.
- Maintained financial records in compliance with regulatory standards and company policies.
- Prepared monthly, quarterly, and annual reports to ensure compliance with regulatory bodies.
Education
Bachelor of Science -
Xavier University of Louisiana
New Orleans, LA05-2027
Skills
- Microsoft Excel
- Fluent bilingualism
- Data analysis expertise
- Problem-solving
- Professionalism
- Teamwork and collaboration
- Time management abilities
Languages
Vietnamese
Native/ Bilingual
English
Full Professional
Timeline
Financial Advisor Shadow Assistent
Edward Jones
05.2025 - 08.2025
Financial Manager
Tammy Nails
05.2022 - 08.2023
Bachelor of Science -
Xavier University of Louisiana