Ian Henderson
Nazareth,PA
Summary
Thrives on learning new skills quickly and approaches daily challenges with flexibility and openness to changing needs. Superior work ethic with excellent communication, multitasking and prioritization skills.
Overview
3
3
years of professional experience
Work History
Fund Accountant
Sei Investments Co
King Of Prussia, PA
07.2023 - Current
- Reviewed and reconciled financial documents, such as bank statements and investment accounts.
- Prepared daily and monthly portfolio valuation reports for clients.
- Created and maintained accurate records of fund transactions.
- Maintained proper documentation of all funds' accounting activities.
- Analyzed balance sheets for mistakes and inaccuracies.
Sales Representative
Northwestern Mutual
Center Valley, PA
05.2021 - 08.2021
- Generated new sales leads through cold calling and networking activities.
- Conducted market research to identify potential customers and their needs.
- Maintained accurate records of all sales and prospecting activities.
- Created detailed reports on daily, weekly, and monthly sales activity.
- Performed regular follow-ups with prospects to close deals in a timely manner.
Education
Bachelor of Science - Finance, Market, & Management
La Salle University
Philadelphia, PA05-2022
Skills
- Problem-Solving
- Time Management
- Sales Strategies
- Written and oral communication skills
- Relationship Building
- Building rapport
- Meeting deadlines
- Reliable and punctual
- Financial records analysis
- Goal-Oriented
- Sales Training
- Professional Demeanor
Affiliations
- Served as captain of the varsity baseball team in high school
- Member of the Sigma Phi Lambda Fraternity
- Served as Secretary of the Sigma Phi Lambda Fraternity
Timeline
Fund Accountant
Sei Investments Co
07.2023 - Current
Sales Representative
Northwestern Mutual
05.2021 - 08.2021
Bachelor of Science - Finance, Market, & Management
La Salle University
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