Summary
Overview
Work History
Education
Skills
Certification
ADDITIONAL INFORMATION
Timeline
Generic

Ethan Klie

Meadville,PA

Summary

Developed strong analytical and financial management skills in fast-paced environment. Excel at budgeting, financial analysis, and using financial software to streamline processes. Seeking to transition into new field and apply these transferable skills to drive success in diverse settings.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Client Coordinator

McKinley Carter Wealth Services
12.2024 - Current
  • Skilled use in Salesforce, SharePoint, Excel, Tamarac, and other financial tools to help streamline processes and decision-making.
  • Coordinated client communication to ensure seamless project execution and satisfaction.
  • Managed scheduling and logistics for client meetings, enhancing operational efficiency.
  • Developed and maintained comprehensive client documentation for accurate record-keeping.
  • Facilitated conflict resolution by addressing client concerns promptly and effectively.

Intern

McKinley Carter Wealth Services
05.2024 - 08.2024
  • Collaborated with a team of financial strategists to develop and present comprehensive financial plans to prospective and current clients, effectively showcasing various strategies and solutions.
  • Provided support to the compliance team and worked with the Best Execution Committee to review client existing mutual fund holdings to ensure the firm is performing their fiduciary duties and aligning clients’ needs with investment objectives.
  • Gained experience is a diverse Fintech stack to support financial planning, investment analysis, account management, and client relationship management. (Money Guide Elite, Orion Risk Intelligence, Tamarac, Salesforce .)

Resident Assistant

Grove City College
08.2023 - Current
  • Provided mentorship and support to a diverse community of students within the residence hall.
  • Demonstrated strong leadership, interpersonal, and organizational skills in a fast-paced and dynamic environment.

Co-Owner & President

BuddiesIce
05.2022 - Current
  • Maintains books and records of company’s financials.
  • Oversees distribution across many different states.
  • Complied with mandated organizational and regulatory mandates to maintain safety.
  • Complied with documentation requirements as outlined by governmental regulations.

Co-Owner & President

WaterBuds
05.2022 - Current
  • In charge of operating WaterBuds pressure washing and cleaning services business.
  • Maintains books and records for company’s financials.
  • Keeps client interaction.
  • Complied with mandated organizational and regulatory mandates to maintain safety and privacy.
  • Complied with documentation requirements as outlined by governmental regulations.

Education

Bachelor of Science - Finance

Grove City College
Grove City, PA
05.2025

High School Diploma - undefined

Meadville Area Senior High School
Meadville, PA
06.2021

Skills

  • Salesforce proficiency
  • Detail-oriented mindset
  • Excel proficiency
  • Time management expertise
  • Exceptional communication
  • Cross-functional teamwork
  • Performance tracking

Certification

NASAA Series 65 Securities License

ADDITIONAL INFORMATION

National Honors Society

Timeline

Client Coordinator

McKinley Carter Wealth Services
12.2024 - Current

Intern

McKinley Carter Wealth Services
05.2024 - 08.2024

Resident Assistant

Grove City College
08.2023 - Current

Co-Owner & President

BuddiesIce
05.2022 - Current

Co-Owner & President

WaterBuds
05.2022 - Current

High School Diploma - undefined

Meadville Area Senior High School

Bachelor of Science - Finance

Grove City College

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