Summary
Work History
Education
Skills
Accomplishments
Salesresults
License
Communityactivity
Overview
References
Timeline
Generic
ETHAN NORDHOLM

ETHAN NORDHOLM

Carpinteria,Ca

Summary

Experienced team player - familiar with contributing in setting the melody for forward movement - Expert on tracking activity - Professional on the phone for setting appointments - Solid experience in closing business strong - Highly effective at working with clients of all levels and backgrounds - Adapt well to different personality types - Effective at asking questions for getting to the bottom line - Proven track record at helping clients assess opportunity cost and making informed decisions they feel good about - Solid communication and organizational skills - I value the freedom to choose my attitude in any given circumstance - Solid learner - Able to embrace the process of staying humble in order to continue to think objectively, make an impact and grow

Work History

INDEPENDENT FINANCIAL CONSULTANT

Independent through OPES Financial Solutions
01.2012 - 01.2020

Trained agents, daily tracking system, prepared group meetings, speaker at company quarterly events, personally developed one hundred+ client relationships, consistently successful at providing quality presentations, created customized retirement solutions (from leading questions and needs analysis) - Qualified as Top Agent for closing business: getting to the bottom line of what clients want efficiently, collecting + clarifying client orders with great care for solid delivery on follow up

REGISTERED REPRESENTATIVE (MEMBER OF FINRA)

WGS, Member of the Aegon Group (Dutch company)
01.2004 - 01.2009

Drawing in personally 100+ clients, performed client presentations to collecting data and applying comprehensive needs analysis, build customized financial plans in collaboration with branch manager, work closely with processing department to ensure compliance

LEAD LINE SERVICE TECH.

Signature Flight Support (a private FBO)
01.2003 - 01.2006
  • responding to aircrafts requested needs prior/after flights + communicate with airport tower, handle high volume of assignments while adapting quickly within a changing work environment, improvising to manage high end client priority, customer relations, responsible for line service team completing assignments on time, managed people in high paced environment

STORE ASSISTANT MANAGER

Crispin Leather
01.1993 - 01.2003

Fully responsible for keeping the shop open, exercising professional customer care, keeping the energy welcoming and safe. In charge of sales from asking questions to finalizing purchases among a crew of three representatives.

Father and Husband

Household
Carpinteria, CA
03.2008 - Current

• Assigned duty to educate (homeschool), comfort, and set the melody for effective communication and healing
• Navigating through tragic events from 2017 to current
• Creating a well-oiled system for harmony
• Ministry success through driving UBER  READY TO SHIFT GEARS

Education

AutoCAD (blueprints), finished GED -

Santa Barbara City College
Santa Barbara, CA

Skills

  • Microsoft PowerPoint & Excel
  • Tracking daily activity for ratio and improving results
  • Professionally managed type 1 diabetes for over 35 years
  • Trend Analysis

Accomplishments

A multitude of awards including a plaque for "#1 Producer"

Salesresults

Ethan has successfully closed/sustained business through many of the most prominent financial firms in the world. (able to provide information of… within regulation of confidentiality) Successfully closed business through Broker Dealer “World Group Securities” (member of the Aegon Group) providing clients active management through Morningstar’s active management team. In a non-captive position as a financial consultant I learned to enjoy: Helping clients assess opportunity cost while leading them to making informed decisions they feel good about. Developing keen ability on getting to the bottom line of what clients want “QUICKLY and professionally” Effectively receiving orders through probing potential clients and turning those orders into closing business strong.

License

  • 1999 - Present, Licensed in Life & Health
  • other license held - Series 6 & 63 for over 8 years (FINRA regulated)

Communityactivity

With roots in my community I remain passionate about supporting programs that help our youth nurture stewardship in a team atmosphere. My father brought the Junior Lifeguard Program to Carpinteria in 1968 and soon after, brought it to Santa Barbara running the first program in both cities. I share in that passion to help our youth. I am passionate about helping kids work together as a team creating a healthy relationship with their community and positive attitude to nurturing relationships. This passion is also fueled with my belief that a healthy community pays dividends to our ability to reason well, be resourceful and having a more productive experience in the class room. As a father, I am compelled to provide objective standards and setting the melody for better dialog among a more harmonious atmosphere.

Overview

1
1

Over 20 years of professional experience

32
32
years of professional experience

References

References available upon request.

Timeline

INDEPENDENT FINANCIAL CONSULTANT

Independent through OPES Financial Solutions
01.2012 - 01.2020

Father and Husband

Household
03.2008 - Current

REGISTERED REPRESENTATIVE (MEMBER OF FINRA)

WGS, Member of the Aegon Group (Dutch company)
01.2004 - 01.2009

LEAD LINE SERVICE TECH.

Signature Flight Support (a private FBO)
01.2003 - 01.2006

STORE ASSISTANT MANAGER

Crispin Leather
01.1993 - 01.2003

AutoCAD (blueprints), finished GED -

Santa Barbara City College
ETHAN NORDHOLM