Summary
Overview
Work History
Education
Skills
AWARDS
Timeline
Generic

Elton Hasani

Philadelphia,PA

Summary

Finance professional with experience in IRA operations, investment analysis, and client support, specializing in alternative investments and regulatory compliance.

Overview

5
5
years of professional experience

Work History

Operations Specialist

CamaPlan
Ambler, PA
07.2025 - Current
  • Administer self-directed IRA accounts, facilitating client-directed transactions including transfers, distributions, and asset onboarding
  • Handled high-volume cash movements and reconciliations while ensuring compliance with IRS guidelines and internal
  • Assisted clients in executing alternative investments (e.g., private placements, real estate, and notes) by guiding them through documentation, funding, and custodial requirements

Manager of Operations

Cafe La Maude
Philadelphia, PA
06.2021 - 2026
  • Directed financial operations, including budgeting, expense tracking, and reporting, ensuring alignment with company goals.
  • Managed a 10-person team through scheduling, training, and performance evaluations, improving team

Investment Analyst (Capstone Project)

HTMW Finance Project
Abington, PA
01.2024 - 03.2024
  • Led a 5-member team in a portfolio simulation using non-S&P 500 stocks, outperforming the market by 8%.
  • Conducted in-depth market research, risk assessment, and equity analysis to inform strategic investment

Education

B.S. - Finance

Penn State Abington
Abington, PA
12.2024

Skills

  • Fluent in Albanian and German
  • Investment Analysis & Portfolio Management
  • Salesforce
  • Quickbooks
  • Microsoft Excel, Word, PowerPoint
  • Securities Industry Essentials (SIE) – In Progress

AWARDS

R&L McKee Scholarship, Newcombe Foundation Scholarship

Timeline

Operations Specialist

CamaPlan
07.2025 - Current

Investment Analyst (Capstone Project)

HTMW Finance Project
01.2024 - 03.2024

Manager of Operations

Cafe La Maude
06.2021 - 2026

B.S. - Finance

Penn State Abington
Elton Hasani