Ethan Oh, Crpc®
About Ethan Oh, Crpc®
Ethan Oh is a Client Service Associate and Practice Manager at Signature Estate & Investment Advisors, LLC, where he manages a team and oversees operations related to $1 billion in investments. He holds a B.A. in Economics from George Mason University and has experience in delivering sales meetings and tracking client referrals.
Work at Signature Estate & Investment Advisors
Ethan Oh serves as a Client Service Associate and Practice Manager at Signature Estate & Investment Advisors, LLC. He has held this position since 2021, contributing to the firm's operations in Tysons Corner, Virginia. In his role, he manages a team of seven members, overseeing daily operations and ensuring project deadlines are met. He also coordinates and participates in weekly meetings to review progress and plan future agendas.
Previous Experience at Edelman Financial Engines
Prior to his current role, Ethan Oh worked as a Client Service Associate at Edelman Financial Engines from 2018 to 2020. During his two years in Fairfax, Virginia, he gained experience in client service and financial management, which has contributed to his current expertise in managing client relationships and investments.
Education and Expertise
Ethan Oh studied at George Mason University, where he earned a Bachelor of Arts degree in Economics. His educational background provides a solid foundation for his work in financial services, particularly in managing investments and understanding economic principles.
Sales Meeting Coordination and Reporting
In his current role, Ethan plans and delivers quarterly sales meetings using PowerPoint. He authors weekly Leads reports to track referrals and potential clients for senior sales management. This reporting is essential for assessing business development and client engagement strategies.
Investment Management Contributions
Ethan aids in managing approximately $1 billion in investments through brokerage and retirement plans. His responsibilities include ensuring effective communication with clients and supporting the management of their investment portfolios.