Ethan Tan
Dedicated, Analytical, and Communicative Finance Major at Oral Roberts University/Future CEO of Cha-Ching Asset and Financial :-)
- Role
- Finance Intern at DP Financial & Tax
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
About Ethan Tan
Motivated, and hardworking finance major with a heart for people in pursuit of an opportunity to grow, develop skills, and gain exposure to the field.
Experience
Finance Intern
Aug 2023 — Present · Tulsa, OK, US
Utilized various software applications such as Salesforce, Wealth Management, Office Tools, CRM, Microsoft Excel, and others to complete tasks and help the firm run efficiently.• Used communicational and interpersonal skills to speak to clients about information regarding their accounts and worked with companies, aiding in investigating issues/finding necessary solutions.• Participated in client meetings alongside the firm\'s advisors, taking detailed notes and marking action items, while gaining valuable insights into advisory interactions and how they are carried out.• Received instructions from supervisors on actions to take regarding investment, savings, education, and retirement accounts, helping the client\'s funds grow and diversify.
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