Ethan Mauskopf
Student at Indiana University - Kelley School of Business student with a passion for both Finance and Accounting
- Role
- Financial Planning Intern at Mariner
- Location
- Scarsdale, NY, US
- LinkedIn followers
- 500 followers
About Ethan Mauskopf
I am currently a senior at Indiana University’s Kelley School of Business majoring in Finance and Accounting. I have a passion for leadership, teamwork, and development. I have constantly demonstrated these strengths, as an intern at Mariner Wealth Advisors and Seven Bridges, and as an owner and founder of Tennis with Ethan. Throughout these positions, I was able to demonstrate my skills and strengths as I worked with teams to create the best performance possible. Now, at Indiana University, I continue to find new opportunities to pursue my interests in accounting and finance. I plan to broaden my knowledge on both topics by enrolling in more courses and pursuing different student organizations. In the future, I plan to pursue a career in both the Finance and Accounting industries. Also, I plan to grow my knowledge and strengths as I continue to search for new programs regarding wealth management, investment banking, and accounting. Through these programs, I plan to continue my learning within the subject and grow my network. Please feel free to contact me at e•••••••@iu.edu.
Experience
Financial Planning Intern
May 2024 — Present · New York, NY, US
Develop customized financial implementation models for high-net-worth clients to optimize asset allocation strategies.• Prepare comprehensive investment proposals for clients, outlining recommended investment strategies.• Implement investment models using Excel ensuring accuracy and efficiency in portfolio management in accordance with the firm’s risk and client asset allocation guidelines.• Assist senior wealth managers in creating personalized financial plans for clients, focusing on investment strategies, retirement planning, and wealth preservation.
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