Colin Brown Email & Phone Number

Tampa, Florida, United States

Jacksonville, Florida, United States

Develop and implement comprehensive sales strategies to foster and sustain robust relationships with high-net-worth clients.Conduct comprehensive financial analysis and risk assessments, utilizing advanced tools and techniques to provide accurate and informed recommendations.Collaborate with a team of professionals to deliver comprehensive wealth management solutions, coordinating efforts to provide seamless and holistic services to clients.

Jacksonville, Florida, United States

Contributed to team-based initiatives aimed at enhancing client engagement and satisfaction through targeted financial education seminars and workshops.Supported team members in conducting comprehensive financial reviews and delivering tailored recommendations to clients based on their unique situation.Spearheaded lead generation campaigns and collaborated with marketing teams to execute targeted outreach strategies

Jacksonville, Florida, United States

Collaborated closely with analysts to achieve prompt and accurate client order execution in dynamic market conditions.Demonstrated resilience and composure under pressure during high-volume trading periods and volatile market conditions, ensuring consistent client satisfaction and trust.Collaborated with C-suite executives to drive strategic changes and enhancements aligned with client needs and market dynamics.

Lincoln, Rhode Island, United States

• Growing client relationships by understanding their financial picture and presenting solutions offered throughout Merrill and Bank of America• Supported full-service clients with establishing and updating portfolio goals by reviewing their target details and financial risk tolerance • Assist clients with the reallocation of their portfolio when a need for funds due to a life event arises

Lincoln, Rhode Island, United States

• Assisted clients with the execution of buy and sell orders for different investment vehicles • Provided investment information related to new products, regulatory issues, and updated firm policies • Explained account violations and provide solutions within a client’s self-directed portfolio • Promoted financial services to draw new assets and grow current relationships to attain performance goals

Lincoln, Rhode Island, United States

• Increased client retention and improved client satisfaction by resolving account-specific issues in a timely manner • Assisted clients with understanding Merrill’s online trading platform and services offered throughout the enterprise • Transitioned inbound service calls towards deepening opportunities by incorporating goals-based conversations to strengthen their Merrill relationship

Dudley Ma

Cold call 150 alumni each shift to update current records within CRM platform.Convey message of Nichols College to previous donors/non-donors to encourage a financial contribution.Total of $4,000 in donations received from cold calls.

Dudley Ma

Give campus tours to prospective students and families.Trusted with confidential student information.

Lincoln, Rhode Island

• Reviewed surveys to understand common areas of concern within client satisfaction to provide recommendations with the goal of maximizing asset retention • Shadowed client-facing associates in order to gain knowledge on effective communication skills when presenting Merrill Edge products • Scheduled meetings with Merrill Lynch Financial Advisors to understand different paths within the enterprise to achieve my long-term career goals