Ethan P. Rice
Shelbyville
Summary
Experienced with financial analysis and client interaction, essential for financial services. Utilizes strong communication skills to support team objectives. Knowledge of financial planning and customer service to enhance client satisfaction and drive results.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Representative Intern
Northwestern Mutual
Bloomington, IL
06.2025 - 02.2026
- Assisted in creating tailored financial plans by analyzing clients’ goals, budgets, and timelines.
- Conducted research on insurance, investments, and retirement strategies to support advisor recommendations.
- Participated in client meetings to gather financial data, present solutions, and address questions.
- Prospected and qualified potential clients through networking, referrals, and outreach efforts.
- Utilized CRM tools to track client progress, maintain accurate records, and follow up on opportunities.
- Applied knowledge of risk management, wealth accumulation, and retirement planning in real-world scenarios.
- Collaborated with senior advisors on strategies involving life insurance, disability insurance, and investments.
- Adapted quickly to new tools and processes, ensuring efficient workflow within the team.
Inbound Expert
Target
Normal, IL
10.2024 - 04.2026
- Assisted customers with product inquiries, ensuring a positive shopping experience.
- Processed inbound merchandise efficiently, maintaining accurate inventory records.
- Collaborated with team members to streamline restocking procedures for enhanced efficiency.
- Utilized POS systems to facilitate smooth transactions and support customer needs.
Assistant Manager
Lithia Springs Marina
Shelbyville, IL
04.2021 - 08.2024
- Spearheaded daily operations, overseeing a team of dock workers, ensuring smooth coordination and efficient marina processes.
- Entrusted with the operation of high-value equipment, including machinery worth over $100,000 while ensuring the safety of both employees and customers.
- Resolved operational issues quickly to prevent service disruptions and ensure the safety of customers and boats.
Dock Worker
Lithia Springs Marina
Shelbyville, IL
05.2019 - 08.2024
- Provided exceptional service in a fast-paced environment, assisting with hundreds of specialized needs.
- Collaborated with team members to resolve problems with boats and equipment, ensuring efficient operations.
- Coordinated maintenance of dock equipment to minimize downtime and optimize performance efficiency.
- Oversaw daily dock activities, ensuring adherence to safety regulations and operational standards.
Education
Bachelor of Science Degree - Finance, Financial Planning and Economics
Illinois State University
Normal, IL05-2026
Skills
- Financial planning
- Familiarity with Microsoft Excel, Google Sheets, Word, and Power Point
- Customer service
- Microsoft Excel proficiency
- Financial advising
- Financial analysis
- Critical thinking
- Attention to detail
- Team collaboration
Websites
Affiliations
- National Society of Leadership and Success
- Active Member 2022- Present
- Engaged in leadership training and personal development seminars to foster professional growth and skills
- Learned interpersonal skills that helped enhance my communication, ability to listen, and dispute resolution
- Illinois State Students in Finance
- Involved Associate 2024-2026
- Participated in industry discussions to enhance financial knowledge and leadership skills
- Gained access to finance-related workshops and networking events improving my finance experience
Certification
- Licensed Life and Health Insurance Agent (Illinois License #21615272)
Timeline
Financial Representative Intern
Northwestern Mutual
06.2025 - 02.2026
Inbound Expert
Target
10.2024 - 04.2026
Assistant Manager
Lithia Springs Marina
04.2021 - 08.2024
Dock Worker
Lithia Springs Marina
05.2019 - 08.2024
Bachelor of Science Degree - Finance, Financial Planning and Economics
Illinois State University