Ethan Leuthold

Financial Sector Analyst at Iowa State University Investment Group
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Des Moines Metropolitan Area

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Credentials

  • Level 3: Excel Purple Belt
    McGraw Hill
    Oct, 2022
    - Nov, 2024
  • Python for Students
    Madecraft
    Sep, 2022
    - Nov, 2024
  • Excel: PivotTables in Depth
    LinkedIn
  • Tableau Essential Training
    LinkedIn

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Financial Sector Analyst
      • Sep 2023 - Present

      Working within a team of analysts to allocate 15% of total portfolio (~$220,000) to Financial sector stocks Provided updates for news related to company operations and financial condition for Microsoft Corporation (MSFT) Working within a team of analysts to allocate 15% of total portfolio (~$220,000) to Financial sector stocks Provided updates for news related to company operations and financial condition for Microsoft Corporation (MSFT)

    • United States
    • Financial Services
    • 700 & Above Employee
    • College Financial Representative
      • May 2023 - Sep 2023

      Build your client base through prospecting and networking. Call on potential clients and set meetings to understand their financial goals. Prepare plans and offer useful recommendations. Gain exposure to planning software platforms Get licensed with your Life, Accident, and Health insurance license. Participate in weekly coaching, training, and development meetings. Build your client base through prospecting and networking. Call on potential clients and set meetings to understand their financial goals. Prepare plans and offer useful recommendations. Gain exposure to planning software platforms Get licensed with your Life, Accident, and Health insurance license. Participate in weekly coaching, training, and development meetings.

Education

  • Iowa State University - Ivy College of Business
    Bachelor's degree, Accounting
    2021 - 2025

Community

You need to have a working account to view this content. Click here to join now