Will Dehnart

Experience

• 

  Fidelity Bank

  May 2014 - Apr 2017

  Lead Teller & Universal Bank Teller

  Lead Teller: (Jul 2016 - Apr 2017)Promoted to Lead Teller after working two summers as a Universal Bank Teller. Handled all previous responsibilities, in addition to:• Placing orders for currency shipments to maintain a high level of operational efficiency• Performing ad hoc analysis on client accounts to determine the availability of funds• Creating Month-End reports to assist branch management (Cash Items / Teller O/S)• Ensuring Teller work is balanced daily by correcting any errors to debits/credits• Supervising and assisting other TellersUniversal Bank Teller (May 2014 - Jul 2016):Began working as a Summer Teller while attending Mercer University, where I was required to:• Report to various branch locations based on staffing needs & rapidly integrate myself into each operation• Conduct standard banking transactions & assist with account inquiries• Evaluate client needs to identify additional sales opportunities for banking products & services Show less

• 

  CFA Institute

  Sept 2015 - Feb 2016

  CFA Institute Reseach Challenge Participant (2016)

  Selected as one of four business school students to represent Mercer University in the "2016 CFA Institute Research Challenge."My team used various forecasting and valuation methods to prepare a financial analysis presentation for Intercontinental Exchange (ICE). Our analysis included a recommendation to either "buy," "sell," or "hold" the equity, and our analysis was ultimately presented to a panel of judges holding the CFA designation.

• 

  Student Managed Investment Fund (SMIF)

  Nov 2015 - May 2016

  Secretary

  During my Senior year at Mercer University, I assisted with the establishment of the Student Managed Investment Fund (SMIF), by serving as the Secretary of the club. The concept behind the SMIF is to invest donations made to the club into a portfolio of investments. In turn, the growth of assets in the portfolio will be used to fund scholarships for upcoming freshman.

• 

  Aprio Wealth Management, LLC

  Apr 2017 - Aug 2018

  Private Client Services, Associate

  I coordinated Aprio Wealth Management’s 401(k) investment advisory services, and provided the following:Investment Reporting & Client Support• Quarterly investment reviews, and comprehensive Annual plan reviews for clients• Reviewed and developed client Investment Policy Statements (IPS) - prepared potential investment changes for clients based on IPS• Proposed solutions for quality checks and additional system functions - these were implemented and increased the efficiency and accuracy of quarterly reporting• 401(k) plan provider fee and service offering analysisAdditional Support:• Benchmark reports to compare a client’s current 401(k) plan fees to benchmark/industry averages – requested proposals from various providers in order to provide opportunities for clients to reduce their plan fees.• Prepared trade blotters and daily trade verification of securities to ensure utmost accuracy for client portfolios Show less

• 

  Willis Towers Watson

  Sept 2018 - now

  [1] Associate, [2] Lead Associate

  I began working for WTW as a client team investment associate, where I provided institutional clients with investment monitoring support for their pension plans, defined contribution plans, and other asset pools. I demonstrated my ability to develop and manage various projects for sophisticated institutional clients; and as a result, I was promoted to Lead Associate.As a Lead Associate, I manage all of my previous analyst responsibilities, while simultaneously gaining additional consulting experience. I have an increased role in the management of client relationships and during client presentations. Additionally, I provide support to clients and internal stakeholders with regard to the following: • Custom investment performance attribution analysis (sector, asset class, and individual stock level attribution analysis)• DB and DC investment structure review and optimization• Analyzing and reporting the impact of client’s strategic asset class decisions and dynamic portfolio tilts• Developing and analyzing custom hypothetical portfolios• Various equity reporting metrics, including the calculation of investment return correlations• Portfolio risk/return optimization analysis• Conducting investment manager searches, and providing analysis of proposed candidates• Pension plan funded status monitoring: hedge ratio calculations, funded status sensitivity analysis, KRD exposure• Preparing capital markets reviews and economic updates for U.S. client consulting teams• Client EROA support Show less