Ethan Gengarella
Summary
Results-driven financial advisor adept at developing customized financial plans spanning investment strategy and risk management. Strong portfolio management skills drive alignment with long-term client goals, fostering trust through clear communication and ongoing relationship building.
Overview
5
5
years of professional experience
Work History
Financial Advisor
Equitable Advisors
Pittsburgh
09.2025 - Current
- Developed and implemented customized financial plans covering investment strategy, retirement planning, and risk management for a diverse client base
- Managed client portfolios by analyzing market trends and reallocating assets to align with long-term financial goals
- Cultivated and maintained strong client relationships through regular reviews and tailored financial guidance
- Identified growth opportunities through prospecting new clients and expanding existing accounts
Personal Assistant/Intern
Equitable Advisors
Canton
09.2024 - 08.2025
- Created detailed and specific client meeting folders for branch Vice President
- Assist with client communication support
- Input and edited client information throughout a variety of systems such as Salesforce, Asset Map, and Adobe Sign
- Engaged in weekly corporate trainings at regional headquarters
Specialty Underwriting Intern
National Interstate Insurance
Richfield
05.2024 - 08.2024
- Presented to company executives on internal AI system and discussed ways to become more efficient
- Supported pricing model revisions for efficiency
- Provided support for captive program renewals
- Screen applicants based on set company standards to mitigate levels of risk involved
- Developed a metric for the Specialty Department to improve work delegation
Resident Assistant
University of Mount Union
Alliance
08.2023 - 05.2024
- Supervised 50+ students in on-campus dormitory to foster a supportive living environment
- Planned and implemented monthly community-building events to enhance engagement and connection among residents
- Enforced school policy by addressing violations to maintain community standards
Distribution Specialist
JLG Industries
Clinton
06.2023 - 08.2023
- Operated forklifts and pallet jacks to transfer large products from one area of warehouse to another, allowing for easier accessibility.
- Created detailed shipping plans to help business move more efficiently out of warehouse
- Used hand-held scanners and physical logs to accurately track item movements.
- Packaged and shipped products out to various construction organizations to be used on current job sites
Sales Floor Associate
Lowe’s
Monaca
03.2021 - 08.2022
- Greeted customers, assisted in locating merchandise, and recommended suitable options to enhance shopping experience.
- Checked pricing, scanned items, and applied discounts to efficiently process customer transactions.
- Coordinated restocking of sales floor with current merchandise and posted accurate signage for new product promotions.
- Organized racks and shelves to maintain store visual appeal, helped shoppers locate specific items online for personal orders
Education
Bachelor of Arts - Finance, Entrepreneurship
University of Mount Union
Alliance, OH05-2025
Skills
- Salesforce
- Asset Map
- Excel
- PowerPoint
- Microsoft Word
Activities And Licenses
Bags and Blessings Non-Profit Member, Avid Outdoorsman,UMU Investment Team - Former Vice President, Life & Health Insurance, SIE, Series 66, Series 7.
Timeline
Financial Advisor
Equitable Advisors
09.2025 - Current
Personal Assistant/Intern
Equitable Advisors
09.2024 - 08.2025
Specialty Underwriting Intern
National Interstate Insurance
05.2024 - 08.2024
Resident Assistant
University of Mount Union
08.2023 - 05.2024
Distribution Specialist
JLG Industries
06.2023 - 08.2023
Sales Floor Associate
Lowe’s
03.2021 - 08.2022
Bachelor of Arts - Finance, Entrepreneurship
University of Mount Union