Summary
Overview
Work History
Education
Skills
Websites
References
Accomplishments
Timeline
Generic

Ethan Harrison

Frisco,TX

Summary

Dynamic finance graduate with hands-on experience in portfolio management and client advisory through Spectrum Financial Group. Adept in financial analysis, market research, and articulating investment strategies clearly and effectively. Demonstrates strong skills in identifying opportunities, managing risk, and building lasting client relationships. Eager to leverage analytical expertise and ethical financial insights in a trading or banking environment that prioritizes sustainable economic value and client-centered outcomes.

Overview

4
4
years of professional experience

Work History

Intern

Spectrum Financial Group
Frisco, TX
04.2024 - 08.2024
  • Assisted in portfolio management and conducted periodic performance reviews.
  • Prepared and reviewed budgets and analysis.
  • Managed data input into financial planning software.
  • Maintained strong client relationships and contributed to new business initiatives.

Player Services

PGA Frisco
Frisco, TX
04.2023 - 04.2024
  • Coordinated logistics and outside services for tournaments.
  • Provided operational support and executed special projects.
  • Represented the company in meetings with senior leadership.
  • Delivered high-level service to guests and professional players.

Intercollegiate Student-Athlete (Football)

University of New Haven
New Haven, CT
07.2020 - 12.2022
  • Balanced 20+ hours per week of athletics with a full academic load.
  • Contributed to the 2022 NCAA D2 NE10 Conference Championship team.
  • Demonstrated teamwork, resilience, and leadership.

Education

Bachelor of Business Administration - Finance

University of Oklahoma
Norman, OK
05.2025

Bachelor of Science - Finance

University of New Haven
West Haven, CT

Skills

  • Quick learner
  • Fast-paced adaptability
  • Problem solving
  • Portfolio management
  • Financial planning and analysis
  • Budgeting and forecasting
  • Client relationship management
  • Advanced Excel proficiency
  • Time management
  • Results facilitation
  • Leadership and team building
  • Analytical skills
  • Investment strategies
  • Regulatory compliance
  • Data management
  • Accounting principles and GAAP
  • QuickBooks expertise
  • Deadline adherence
  • Debt management

References

Available upon request.

Accomplishments

  • Athletic scholarship recipient
  • Dean's List 2022 and 2023

Timeline

Intern

Spectrum Financial Group
04.2024 - 08.2024

Player Services

PGA Frisco
04.2023 - 04.2024

Intercollegiate Student-Athlete (Football)

University of New Haven
07.2020 - 12.2022

Bachelor of Business Administration - Finance

University of Oklahoma

Bachelor of Science - Finance

University of New Haven

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