Ian Strain

Institutional Sales at FIDx

Ian Strain has been working in the business industry since 2013. Theirfirst role was as an Intern for Satori Group, where they created and expanded client databases in SalesForce, and examined client invoices and purchasing history while maintaining company history and balance sheets. In 2015, they worked as a Sales and Marketing Intern for IX dots Management. In 2016, they were a Commercial Real Estate Brokerage Intern for Avison Young. In 2017, they were an Advisor Network Internship for SEI. In 2018, they were an Internal Account Executive for SEI. Currently, they are a Relationship Manager and Business Development & Sales Associate for FIDx.

Ian Strain attended The Episcopal Academy from 2009 to 2013. Ian then attended Lehigh University from 2013 to 2018, where they earned a Bachelor's degree in Finance & Marketing. In October 2018, they obtained a Series 65 certification from FINRA (Financial Industry Regulatory Authority).

Links

Timeline

  • Institutional Sales

    July 1, 2023 - present

  • Relationship Manager

    November, 2021

  • Business Development & Sales Associate

    November, 2019

View in org chart