DYLAN HAMERIN
9051 W State Road 47, Thorntown,IN
Summary
Humble, hungry, and hardworking young professional with a background in client service, financial analysis, and problem-solving in a rapidly changing environment. Possesses an unmatched willingness to learn and is open to new areas of expertise. Takes pride in quality and has a robust track record of making an elite impact. Seeking a role that rewards the desire to be the absolute best.
Overview
2
2
years of professional experience
Work History
Analyst
Fi3 Financial Advisors, LLC
05.2023 - Current
- Sustained positive client relationships while being responsible for $200M in assets under management
- Supported Lead Financial Advisors in all phases of financial planning and investment processes
- Developed retirement projections, income tax analyses, personal financial statements, risk management analyses, and estate plan summaries with subsequent recommendations
Investment Operations Specialist
Fi3 Financial Advisors, LLC
07.2022 - 10.2023
- Led implementation of new rebalancing software firmwide and assisted the investment team with rebalancing over 200 portfolios
- Prepared, reconciled, and validated periodic and standard investment reports for every client at the firm
- Created ad hoc views and reports to support sophisticated requests
Orr Fellow
Orr Fellowship
05.2022 - Current
- Selected as part of the Class of 2022 in a pool of over 1200 applicants and less than 10% acceptance rate
- Completed ADVISA Leadership training program
- Placed first in a case competition after pitching marketing strategy solutions to company executives at Stitch
Education
Bachelor of Science - Finance
University of Indianapolis
Indianapolis, IN05.2022
Skills
- Adaptable
- Advanced Learner
- Attention to detail
- Communication
- Problem-solving
- Time Management
Community Leadership
Western Boone Jr-Sr High School
Varsity Assistant Tennis Coach (2019-present)
- Formulated and executed practice plans without supervision
- Established trust and credibility with players by modernizing concepts for better understanding
- Coached the team to its best season in program history with numerous broken school records
Varsity Assistant Baseball Coach (2019-2021)
- Evaluated player talent during team tryouts
- Motivated players with pregame, midgame, and postgame speeches
- Voluntarily created, managed, and improved the team's social media presence
Software
- Salesforce
- Excel
- Tableau
- Orion
- RedBlack
- eMoney
References
Available upon request
Timeline
Analyst
Fi3 Financial Advisors, LLC
05.2023 - Current
Investment Operations Specialist
Fi3 Financial Advisors, LLC
07.2022 - 10.2023
Orr Fellow
Orr Fellowship
05.2022 - Current
Bachelor of Science - Finance
University of Indianapolis
Similar Profiles
Michael G. Zeiger, EAMichael G. Zeiger, EA
Investment Advisor Representative / EA at Telesis Financial / Cetera Advisors, LLCInvestment Advisor Representative / EA at Telesis Financial / Cetera Advisors, LLC
Joseph NilesJoseph Niles
Owner / Personal Financial Consultant at Westport Financial Advisors, LLCOwner / Personal Financial Consultant at Westport Financial Advisors, LLC
Alicia BrialesAlicia Briales
Accounting Bookkeeper at PC Financial Advisors, LLCAccounting Bookkeeper at PC Financial Advisors, LLC