Dylan Hamerin Email & Phone Number

Indianapolis, IN, US

Indianapolis, Indiana, United States

- Led the integration of new estate planning software (Vanilla) and created policy & procedure framework for firmwide implementation- Generated client deliverables that provided projections and modeling of their holistic financial plan (financial independence projection, estate plan summary, private pacing model, etc.)

Indianapolis, Indiana, United States

- Maintained data for the current portfolio accounting system (Orion) and facilitated the transition to a new system (Addepar) while upholding elite standards of client service, data quality, reporting, etc.- Prepared, reconciled, and validated periodic and standard investment reports for every client at the firm- Created ad hoc views and reports to.

Indianapolis, Indiana, United States

- Sustained positive client relationships while being responsible for $200M in assets under management - Supported Lead Financial Advisors in all phases of financial planning and investment processes - Developed retirement projections, income tax analyses, personal financial statements, risk management analyses, and estate plan summaries with subsequent.

Indianapolis, Indiana, United States

- Led implementation of new rebalancing software (RedBlack) firmwide and assisted the investment team with rebalancing over 200 portfolios - Prepared, reconciled, and validated periodic and standard investment reports for every client at the firm - Created ad hoc views and reports to support sophisticated requests

Varsity Boys Tennis (2019-current)- Formulated and executed practice plans without supervision - Established trust and credibility with players by modernizing concepts for better understanding - Coached the team to its best season in program history with numerous broken school records Varsity Boys Baseball (2019-2021)- Evaluated player talent during team.

Indianapolis, Indiana, United States

- Selected as part of the Class of 2022 in a pool of over 1200 applicants and less than 10% acceptance rate - Completed ADVISA Leadership training program - Placed first in a case competition after pitching marketing strategy solutions to company executives at Stitch

Indianapolis, Indiana, United States

- Researched enrollment trends using data from previous periods and created visual representations to juxtapose that with current performance - Generated proformas for up to three years in advance to forecast revenues and expenses for the entire company and its related entities - Consistently updated budgets and actuals for financial reporting for all.

- Devised and implemented a process to store accounts payable/receivable electronically - Navigated the ERP system to accurately track inventory and financials - Retrieved data to assist with bank/account reconciliations

Indianapolis, Indiana

- Multitasked during high-speed package flow in order to curtail bottlenecks- Collaborated with nearby co-workers to reduce individual stress- Contributed to multiple warehouse records in packages handled and processed per shift

Whitestown, Indiana

- Marketed promotional items and other products of significant value in order to increase profit- Optimized time through teamwork by assisting co-workers with their duties without any incentive- Maximized customer flow without sacrificing overall guest experience- Helped lead the store to heightened sales figures while maintaining a positive brand reputation

Bachelor'S Degree, Finance, General, 3.95 Gpa, Summa Cum Laude

Activities and Societies: Phi Alpha Epsilon, Alpha Chi, Dean’s List every semester, Delta Mu Delta National Honor SocietyDean's List.

Education record