Colby Hart Email & Phone Number

Boston, Ma, Us

Greater Boston

Greater Boston

• Joined the executive leadership team of New England’s largest privately held tires & service company • Grew an underperforming store to our fastest growing across the business

Dallas-Fort Worth Metroplex

•2022 Advisory Council•Grew the territory from $100M to over $600M in annual sales

Dallas/Fort Worth Area

•2017 Wholesaling Rising Star

Greater Boston Area

•2014 Internal Wholesaler of the year•Presented at the National Sales Meeting 2014 •Graduated from Top Gun 2014 - program to prepare you for being an external •Initiate and maintain sales and service relationship with advisors to promote the sale of Columbia’s products•Provide guidance to advisors in the broker dealer channel in Northern CA, NV, Southern ID, Central Coast and Valley of CA, Palm Desert, UT, and HI

Greater Boston Area

· Provide guidance to individuals, families, and small business owners on appropriate investments, life insurance, disability income insurance, long term care insurance, and health insurance· Develop and build my own book of business through cold calling, networking events, and natural market· Analyze financial portfolios including retirement plans and employee benefits for small businesses with a team of advisors· Work directly with mutual fund companies and health insurance providers to develop financial strategies for clients

Brookline, Ma

· From caddy to bag room attendant· Instructed juniors in golf etiquette and skills

Greater Boston Area

· Mentored by head financial planner and assisted with maintaining accurate and up to date client information in excel and profiles · Worked with the investment department to analyze financial portfolios· Performed marketing assignments such as brochure development and event planning· Compiled internship activity and presented findings to the board of Baystate Financial, New England Financial, and MetLife

Bs, Business Administration: Finance; Minor: Economics

Activities and Societies: Men’s Varsity Golf Team - NCAA Division I Scholarship Athlete, Kappa Sigma Fraternity Dean's List Spring 2009.

Education record

Activities and Societies: Varsity Golf Team 2001-2005, Lacrosse Team 2001-2002, and National Honors Society Varsity Golf Team Captain.