Dylan R. Email & Phone Number

Allentown, Pa, Us

Oaks, Pennsylvania, United States

Maintained accurate records for hedge and private equity funds, ensuring timely pricing and reconciliations of Net Asset Values.Generated and communicated accounting reports, collaborating with clients to deliver comprehensive and accurate financial data.Coordinated year-end audits in compliance with GAAP standards, performing due diligence to ensure regulatory compliance.Managed fund inquiries from investment managers, including fee payments and cash position reconciliations, ensuring exceptional client service.

Kutztown, Pennsylvania, United States

Elected to a team of Kutztown University's top finance students to manage a portfolio of over $1,000,000, comprising more than 60 holdings. Collaborated with fellow students to research, pitch, buy, hold, and sell stocks using FactSet. Conducted and presented various reports, including weekly sector monitoring, economic reports, and equity analyses, to track market movements and inform investment decisions.

Allentown, Pennsylvania, United States

Provided exceptional customer service to a diverse clientele, including corporate, insurance, and retail renters, ensuring satisfaction and building lasting relationships.Resolved customer issues promptly, demonstrating strong problem-solving skills and contributing to a positive customer experience.Assessed customer risk and creditworthiness to determine eligibility for rental vehicles, and approving rental applications to minimize financial risk to the company.

Allentown, Pennsylvania, United States

Demonstrated the ability to multitask in a fast-paced environment, ensuring timely and accurate order completion.Built rapport with repeat customers, contributing to customer loyalty and retention.Delivered exceptional customer service to guests, even in peak business periods, promoting retention.Efficiently handled peak business periods by prioritizing tasks and managing time effectively.

Breinigsville, Pennsylvania, United States

Applied handheld scanner technology to efficiently scan and organize products in various bar-coded shelf locations, optimizing inventory management.Utilized analytical skills to contribute to the accuracy and precision of product placement, ensuring seamless order fulfillment.Conducted thorough inspections of items and products, emphasizing a commitment to quality assurance and adherence to standards.Implemented careful inspection procedures to minimize the risk of damaged or contaminated products entering the inventory.

Allentown, Pennsylvania, United States

Participated in highly competitive internship for high school seniors that provided weekly professional development sessions and valuable experience working in office setting.Contributed to large project regarding new IRS regulations as they relate to non-profit organizations.Learned tax regulations and worked with LVHN's Tax Department to ensure compliance.Used accounts payable software to search incoming invoices, and developed process for organizing and calculating information.Gained extensive exposure to software like Microsoft Excel, Outlook, and OnBase.Assisted with account reviews and preparation for account reviews.Used Microsoft Word and other software tools to create documents and other communications.

Bachelor Of Science - Bs, Finance, Graduate

High School Diploma