Cameron W. Hartshaw
Downingtown
Summary
Finance and operations professional with dual degrees in Economics and Finance and hands-on experience supporting Collective Investment Trusts at SEI Investments. Skilled in financial operations, trade reconciliation, data analysis, and regulatory compliance. U.S. Marine Corps veteran with proven discipline, leadership, and teamwork, seeking to leverage analytical and operational expertise across diverse finance roles.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Operations Analyst - Collective Investment Trusts
SEI Investments
03.2025 - 08.2025
- Supported daily operations for Collective Investment Trusts (CITs), ensuring accuracy in trade processing, cash movements, and client account activity.
- Reviewed and reconciled fund transactions, identifying and resolving discrepancies to maintain data integrity.
- Collaborated with internal teams (fund accounting, compliance, and client service) to resolve operational issues and support client needs.
- Monitored daily workflows to meet tight deadlines while maintaining compliance with regulatory requirements.
- Gained exposure to investment products, trust structures, and operational processes within institutional asset management.
Administrative Specialist
United States Marine Corps Reserve
08.2019 - 08.2025
- Led administrative operations as a Corporal, managing personnel records, travel arrangements, payroll, and financial reports
- Ensured confidentiality and compliance with security protocols for sensitive information
- Developed strong communication skills by handling inquiries and coordinating requests from personnel across multiple levels
- Recognized for excellence with a commendation for personnel accountability and multiple professional accolades
Sales Associate
BJ's Wholesale Club
02.2019 - 08.2019
- Delivered exceptional customer service by addressing inquiries, managing transactions, and resolving issues promptly
- Maintained inventory accuracy and optimized product displays to enhance the customer shopping experience
- Collaborated with team members to meet daily sales goals and ensure seamless operations
Sales Associate
Rite Aid Corporation
05.2017 - 02.2019
- Provided tailored customer service, contributing to a high level of customer satisfaction and repeat business
- Supported inventory management through accurate stock assessments and restocking processes
- Assisted in training new team members on point-of-sale systems and store protocols
Education
Bachelor of Science - Finance
West Chester University of Pennsylvania
West Chester, PA01.2025
Bachelor of Science - Economics
West Chester University of Pennsylvania
West Chester, PA01.2025
Associate Degree - Business Administration
Delaware County Community College
Media, PA12.2022
High School Diploma - undefined
Downingtown East High School
Exton, PA06.2019
Skills
- Financial Operations: Trade Processing, Reconciliation, Cash Management
- Investment Products: Collective Investment Trusts, Mutual Funds, ETFs
- Regulatory Compliance: ERISA, SEC Standards, AML/KYC Awareness
- Data Analysis & Reporting: Excel (Pivot Tables, VLOOKUP), PowerPoint
- Risk & Transaction Monitoring
- Cross-Department Collaboration & Client Support
- Process Improvement & Workflow Optimization
Certification
- Certificate of Commendation for Personnel Accountability, USMC
- Dean's List - 3 Years
- Social Media Certification
- Multiple Awards for Expert Rifleman, USMC
Community Service
Lord's Pantry, Community Service Volunteer, Downingtown, PA, 2018-09, 2019-05, Organized and distributed donated products, ensuring equitable allocation to those in need, Played a pivotal role in improving efficiency by creating streamlined preparation processes for distribution events
Timeline
Operations Analyst - Collective Investment Trusts
SEI Investments
03.2025 - 08.2025
Administrative Specialist
United States Marine Corps Reserve
08.2019 - 08.2025
Sales Associate
BJ's Wholesale Club
02.2019 - 08.2019
Sales Associate
Rite Aid Corporation
05.2017 - 02.2019
Bachelor of Science - Economics
West Chester University of Pennsylvania
Associate Degree - Business Administration
Delaware County Community College
High School Diploma - undefined
Downingtown East High School
Bachelor of Science - Finance
West Chester University of Pennsylvania
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