Ian Richardson
Edwardsville,IL
Summary
Detail-oriented and ambitious candidate pursuing an internship in wealth services, with a strong focus on wealth management. Committed to delivering accuracy and efficiency while completing tasks. Plans to enhance expertise by obtaining a master’s in financial planning after graduation.
Overview
2
2
years of professional experience
Work History
Head Cashier
Home Depot
Edwardsville, IL
09.2024 - Current
- Performed opening and closing duties such as counting money, balancing tills, and reconciling discrepancies.
- Evaluated and recommended improvements to the checkout area layout and cashier workflow to increase efficiency.
- Trained and mentored new cashiers to maximize performance with skilled, efficient and knowledgeable team members.
Accounting Intern
Knapheide Manufacturing Company
Quincy, Illinois
05.2024 - 08.2024
- Supported multiple tasks, including invoice entry and project detail management.
- Resolved rental equipment issues through comprehensive data analysis.
- Efficiently mastered and utilized multiple software applications, including AS/400 and Odoo, to complete tasks.
- Reconciled bank statements to ensure the accuracy of financial records.
Wealth Management Intern
Investment Planners Incorporated
Quincy, Illinois
05.2023 - 08.2023
- Assisted with asset allocation, portfolio management, and current market interpretation.
- Collaborated with advisors of all levels on meeting agenda preparation.
- Leveraged software like Envestnet, Nitrogen, Redtail, and Salesforce.
- Attended multiple client meetings to document detailed notes on results, recommendations, and issues.
- Maintained and revised databases to ensure accurate integration during the TD Ameritrade-Charlles Schwab merger.
- Created monthly updates for clients about portfolio adjustments, market trends, and investment outcomes.
Education
Bachelor of Science - Accounting, Business Admin and Finance Minor
Southern Illinois University Edwardsville
Edwardsville, IL12.2025
Skills
- Customer flow monitoring
- Cashier supervision
- Training and coaching
- Customer service management
- Shift scheduling
- Financial software
- Microsoft Excel
- Analytical thinking
- Accounts payable maintenance
- Data analysis
- Public speaking
- Communication
Timeline
Head Cashier
Home Depot
09.2024 - Current
Accounting Intern
Knapheide Manufacturing Company
05.2024 - 08.2024
Wealth Management Intern
Investment Planners Incorporated
05.2023 - 08.2023
Bachelor of Science - Accounting, Business Admin and Finance Minor
Southern Illinois University Edwardsville
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