Ian White
Moraga,CA
Summary
Licensed financial professional with experience supporting holistic financial planning for clients. Detail-oriented, coachable, and adept at balancing client-facing responsibilities with internal initiatives. Driven by nurturing trusted, long-term client relationships through consistent accuracy, organization, and follow-through. Current licenses include Series 7, Series 66, and CA Life Accident Health LIC #4420404.
Overview
4
4
years of professional experience
Work History
Financial Advisor
Equitable Advisors
02.2025 - 12.2025
- Developed financial plans, retirement projections, and life insurance analyses using eMoney and other proprietary software
- Coordinated client meetings, while maintaining related records, action items, and meeting materials with senior advisors
- Streamlined pipeline management by actively monitoring client needs, scheduling follow-ups, and maintaining accurate records
- Compiled necessary reports and performance data to be used in quarterly client reviews
Intern Consultant
Wood Mackenzie
06.2023 - 09.2023
- Modeled utilities’ spend data in Excel to assess the impact of increased storm frequency on industry-wide capital investments
- Applied Lean Six Sigma techniques to evaluate internal knowledge management processes, identifying improvements to increase data acquisition by 25%
Intern Consultant
Wood Mackenzie
06.2022 - 09.2022
- Analyzed labor market data and constructed cost models for clients’ LNG export projects using Excel and PowerPoint, supporting project timelines and competitive pricing
- Leveraged internal databases to provide actionable insights on electrical linemen labor market trends
Education
Bachelor of Science - Business Economics
University of California, Los Angeles
Los Angeles, CA06.2024
Timeline
Financial Advisor
Equitable Advisors
02.2025 - 12.2025
Intern Consultant
Wood Mackenzie
06.2023 - 09.2023
Intern Consultant
Wood Mackenzie
06.2022 - 09.2022
Bachelor of Science - Business Economics
University of California, Los Angeles