HENRY SENGELMANN
Bellevue,WA
Summary
Highly motivated graduate from the University of Washington seeking opportunities in corporate financial analysis and accounting. Outstanding leadership, communication skills, and results orientation. Strong internship experience in sustainability and better-for-you mission driven companies. Fast learner and fully committed to working hard, building capabilities and adding value to a team.
Overview
4
4
years of professional experience
Work History
Vendor Maintenance Specialist (Contractor)
Costco Wholesale Corp
01.2024 - Current
- Communicated with buying team to create new vendor accounts for Costco merchandise vendors, including setting up EDI and EFT.
- Collaborated with vendors to make desired revisions to existing merchandise vendor accounts.
- Audited Travel and Entertainment expense accounts for Costco employees.
- Assisted management with miscellaneous projects, including researching the status of vendor agreements and accounts on hold with an outstanding balance.
- Gained experienced with CSMP, SAP, and AS400.
Financial Advisor
Equitable Advisors
07.2023 - 10.2023
- Met with prospects to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each prospect to maintain customer loyalty.
- Educated prospects on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each prospects' individual needs.
- Progressed 7 prospects through requisite meetings to determine suitable investment strategies.
- Marketed to potential prospects by both leveraging existing relationships and conducting cold calling.
- Passed necessary licensing exams, including Life and Disability Insurance Producer, SIE, and Series 7.
Marketing Intern
Lundberg Family Farms
06.2022 - 08.2022
- Researched notable sector competitors and created competitive assessments including the company’s mission, core products, key product attributes, and brand positioning.
- Recommended opportunities to more uniquely position Lundberg rice products and meet the needs of a unique consumer segment.
- Analyzed product data, including gross revenue and gross margin, to expedite product decisions and categorized the data based on product segment.
- Contributed to the development of a comprehensive business strategy fact-base that led to the successful development of a 5-year business strategy that was ultimately approved by the Board of Directors.
Policy Intern
American Center for Life Cycle Assessment
06.2021 - 08.2021
- Created a policy map of the Life Cycle Assessment policies passed and proposed in the United States and European Union.
- Developed visual and interactive representation of these policies and implications, including type of policy, timeframe, audience & sectors impacted, specific geography and how the LCA impacts business choices and decisions.
- Finalized map as an active document, where all ACLCA employees can update and stay informed on the current level of implementation and further policy implications.
Alumni Relations Co-Chairman
Phi Kappa Psi
02.2020 - 02.2021
- Matched 40 students with alumni mentors for business insight and career networking.
- Researched and compiled a list of alumni by reaching out through calls and email campaign.
- Expanded program to include all freshmen and served as a liaison between students and alumni.
- Monitored relationships with alumni through regular communication with members and extensive follow-up.
- Communicated success stories to house leadership at weekly meetings to promote further program support and enrollment.
Education
University of Washington
Seattle, WACertificate - Accounting
University of Washington
Seattle, WA06.2024
Bachelor of Science - Economics
University of Washington
Seattle, WA06.2023
Bachelor of Arts - Political Economy
University of Washington
Seattle, WA06.2023
Minor - Business Administration
University of Washington
Seattle, WA06.2023
Skills
- Licenses: Life and Disability Insurance Producer, Series 7
- Certified in Excel, R-Studio through the Foster School of Business
- Strategic Thinking & Leadership
- Team Collaboration
- Data Evaluation
- Financial Management
- Critical Thinking
- Results Orientation
Timeline
Vendor Maintenance Specialist (Contractor)
Costco Wholesale Corp
01.2024 - Current
Financial Advisor
Equitable Advisors
07.2023 - 10.2023
Marketing Intern
Lundberg Family Farms
06.2022 - 08.2022
Policy Intern
American Center for Life Cycle Assessment
06.2021 - 08.2021
Alumni Relations Co-Chairman
Phi Kappa Psi
02.2020 - 02.2021
University of Washington
Certificate - Accounting
University of Washington
Bachelor of Science - Economics
University of Washington
Bachelor of Arts - Political Economy
University of Washington
Minor - Business Administration
University of Washington
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