Cole Collins Email & Phone Number
Who is Cole Collins? Overview
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Cole Collins is listed as Paraplanner at D.A. Davidson Companies, a company with 1444 employees, based in Seattle, Washington, United States. AeroLeads shows a matched LinkedIn profile for Cole Collins.
Cole Collins previously worked as Apprentice Financial Advisor at D.A. Davidson Companies and Summit Fund Analyst at Colorado State University College Of Business. Cole Collins holds Bachelor'S Degree, Investment Analysis, Financial Planning, Graduate from Colorado State University College Of Business.
Email format at D.A. Davidson Companies
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About Cole Collins
Alumnus of Colorado State University & Apprentice Financial Advisor at D.A. Davidson Companies in Seattle, Washington. Received a Bachelor of Science in Business Administration with concentrations in Financial Planning and Investment Analytics with focused coursework in preparation for CFP/CFA designations. Highly motivated, task oriented, and passionate about helping others. Enjoying the start of my career in the financial planning industry and striving to constantly learn new and exciting things in the realm of finance!
Cole Collins's current company
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Cole Collins work experience
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Apprentice Financial Advisor
CurrentAs an Apprentice Financial Advisor at D.A. Davidson Companies, my role is to support and engage with our experienced advisors across the firm to implement and answer questions surrounding best practices in the realm of financial planning. These responsibilities include proficiency in financial planning software's as well as building a broad knowledge of.
Summit Fund Analyst
The Summit Fund is a student run and led investment fund with over $500k in assets that bridges coursework with real world application of investment principles and techniques. In my time as an analyst I collaborated with 2 team-members to research and implement investment strategies in the Consumer Staples sector and also served as an ESG officer for the.
Treasurer
Managed a $400k budget for the chapter over my term and worked as a member of the executive board where I learned hands-on skills in problem solving, critical thinking, and internal and external relations.
Colleagues at D.A. Davidson Companies
Other employees you can reach at davidsoncompanies.com. View company contacts for 1444 employees →
Prasaw Prasu
Colleague at D.A. Davidson Companies
Bengaluru, Karnataka, India, India
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Kevin Director
Colleague at D.A. Davidson Companies
Portland, Oregon, United States, United States
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Chase Crean
Colleague at D.A. Davidson Companies
New York, New York, United States, United States
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Eric Holbrook, Cws®
Colleague at D.A. Davidson Companies
Logan, Utah, United States, United States
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CM
Carrie Mccollim
Colleague at D.A. Davidson Companies
Verona, Pennsylvania, United States, United States
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Kassie Longfellow
Colleague at D.A. Davidson Companies
Great Falls, Montana, United States, United States
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Bryan Symes
Colleague at D.A. Davidson Companies
Greater Minneapolis-St. Paul Area, United States
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JW
Jamie W.
Colleague at D.A. Davidson Companies
Seattle, Washington, United States, United States
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Cynthia Lange, Cfp®
Colleague at D.A. Davidson Companies
Boise, Idaho, United States, United States
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Kyle Olson
Colleague at D.A. Davidson Companies
Bozeman, Montana, United States, United States
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Cole Collins education
Frequently asked questions about Cole Collins
Quick answers generated from the profile data available on this page.
What company does Cole Collins work for?
Cole Collins works for D.A. Davidson Companies.
What is Cole Collins's role at D.A. Davidson Companies?
Cole Collins is listed as Paraplanner at D.A. Davidson Companies.
Where is Cole Collins based?
Cole Collins is based in Seattle, Washington, United States while working with D.A. Davidson Companies.
What companies has Cole Collins worked for?
Cole Collins has worked for D.A. Davidson Companies, Colorado State University College Of Business, and Phi Delta Theta Fraternity.
Who are Cole Collins's colleagues at D.A. Davidson Companies?
Cole Collins's colleagues at D.A. Davidson Companies include Prasaw Prasu, Kevin Director, Chase Crean, Eric Holbrook, Cws®, and Carrie Mccollim.
How can I contact Cole Collins?
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What schools did Cole Collins attend?
Cole Collins holds Bachelor'S Degree, Investment Analysis, Financial Planning, Graduate from Colorado State University College Of Business.
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