Cody Hartwich Email & Phone Number

Remote

Remote

Driving economic freedom through cryptocurrency adoption and enhancements of blockchains capabilities.

Seattle, Washington, United States

Member of the Onboarding Team, managing the flow of information for incoming accounts from partners and Financial Advisors to internal teams and Portfolios Managers for trading and investment account management. • Recently led a hand-off of team responsibilities from the Client Relations and Broker-Dealer teams to the Onboarding Team. • Current member of a firm-wide development group working to implement a new in-house built workflow tool. • Current member of a firm-wide sales campaign looking to highlight and grow ESG investing among new and existing clients.

Seattle, Washington, United States

Work as part of the Client Relations team to manage the flow of information from partners and Financial Advisors to Portfolios Managers for trading and investment account management.• Confirm valid contributions, withdrawals, and security flow requests from Financial Advisors on behalf of their clients.• Process new account requests and verify contract information is correctly reflected.

Seattle, Washington

Data Analysis•Worked alongside the CEO/Founder and VP Sales to produce and maintain dynamic KPI reports that tracked the health and sales trends of new and established accounts.•Synthesized B2B and DTC customer data sets into an all-encompassing database. Dashboards from the data set were then used for investor and company meetings.•Wrote and ran SQL queries for sales focused excel database using feeds from QuickBooks (accounting), Pipedrive (CRM), and Shopify (DTC).Operations Manager•Oversaw supply chain team. Rationalized vendor selection to achieve average 20% cost savings and led a move towards organic and environmentally friendly inputs.•Assessed prior sales metrics and implemented a more efficient manufacturing schedule, reducing production timeline by 25%.

Seattle, Washington

Core member of small team at award winning and critically acclaimed modernist restaurant. Provided in-depth explanations of dishes through extensive knowledge of processes and menu inspiration. Provided high level of service and detailed knowledge of products and dishes for patrons. Ensured that all patrons felt welcomed and all dietary and personal preferences were met. Participated in menu design and special event planning.

Seattle, Washington

Founded and ran a scholarship for Washington high school students based on the principal that small acts of kindness would have a significant and lasting effect for need based students entering society. Succeeded in fundraising $15,000 from local businesses alongside personal stock trading, creating the ability to award scholarships over the 3 year period. Organized the distribution of applications and gathered applications from 25 districts reaching over 35,000 students. This was an immensely rewarding project that allowed me to bring local businesses together for a common cause.