Series 7

Series 66

Ethan here. Just setting up my profile and looking forward to connecting with professionals.

**Carle Foundation Hospital**; _May 2019-May 2022_
Student Leader of the Carle Orthopedic and Sports Medicine (COASM) Department & Radiology/Rehab/Wound Healing Department _May 2020-May 2022_
Ø \*Due to the COVID-19 Pandemic\* Managed student volunteers as a Student Leader of the Ambassador Department by tracking attendance and served as a liaison between the coordinator and the Volunteers and conducted comfort and safety rounds bi-weekly in departments to ensure volunteering protocol standards were met
Ø \*Due to the COVID-19 Pandemic\* Tutored the children of Carle Foundation Hospital Employees in elementary mathematics, grammar, and US geography via zoom
Student Volunteer in Orthopedic, Pediatric, and Emergency Departments; _May 2019-May 2020_
Ø Offered refreshments to patients and visitors, sterilized spaces for patients, and provided emotional support
Ø Recognized as a Gold Star recipient for promoting a positive Carle experience for patients 
  
**Beta Psi Omega (Professional Biology Fraternity);** (Membership _December 2019-May 2022_)
Delta Chapter Treasurer; _April 2020-May 2022 (Reelected for 2nd year)_
Ø Collected dues from members and created budgets for all annual fraternity expenses and optimized finances through a banking system update
Ø Facilitated donations to charitable organizations on behalf of the fraternity
Ø Represented UIUC by creating a committee, consisting of multiple delegates from various chapters, to negotiate national dues with the National Board successfully
Midwest Division Chair; _(October 2021-July 2022)_
Ø Assisted with the maintenance of the national budget tracker and reported invoices within Wave Financial
Ø Communicated concerns between Midwest Beta Psi Omega chapters and the National Board and contributed to structural changes to the Constitution

University of Illinois Urbana-Champaign

Senior Investment Specialist (Trade Team since Jan 2023; 529 Team since Feb 2023; Merrill Guided Investing Team since March 2023) _January 2023-Present_
Ø Execute the purchase and sale of various products at the direction of the client such as Equities, CDs, and Preferred Deposits
Ø Explain various account restrictions, trade violations, and how to use the platform to place trades in self-directed accounts
Ø Identify opportunities where a product or service could benefit the client and refer them to a Financial Solutions Advisor to have a goals-based conversation to find ways to optimize Merrill’s capabilities and reach their financial goals
Investment Specialist-Registered _November 2022- January 2023_
Ø Took live service calls to facilitate RMDs, educated clients on financial basics and the use of our platform, and answered any inquiries on their account status
Ø Recognized and discussed the financial goals of clients to refer them to Financial Solutions Advisors for a goals-based conversations to optimize their relationship
Investment Specialist Trainee _August 2022- November 2022_
Ø Studied for and passed the SIE, Series 7, and Series 66 Exams on the first attempts within 9 business weeks
Ø Assisted teammates with mastering difficult topics on the exams as well as making recommendations to optimize their study sessions

Senior Investment Specialist

Ø Assisted with clinical visits and organized subject information via RedCap, Medrio, and Wufoo (online programs), and QC’ed various documents
Ø Recruited individuals to join clinical studies and conducted phone screens to evaluate inclusionary and exclusionary criteria
Ø Assisted with office operations: package receiving, scheduling, check-ins, and answering general inquiries

Research Assistant Intern (SEASONAL);

Ø Cultivated cells/subculture on various cell lines (A549, MK2, ST, etc.) and monitored the status of lab materials and replenishing when possible
Ø DNA and RNA extraction from various deactivated viruses (Tulane virus, adenoviruses, rotaviruses, etc.) following experimental treatment
Ø Filtered and treated sewage samples that were collected around Champaign County to detect SARS-CoV-2

Undergraduate Research Assistant of Civil and Environmental Engineering; Dr. Helen Nguyen’s Water and Wastewater Treatment Lab (For Credit during the Academic Year)

Ethan Kim

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