Colin Holman Email & Phone Number

Indianapolis, In, Us

Carmel, In, Us

Indianapolis, Indiana, United States

-Spoke directly with clients and potential customers of Charles Schwab, taking ownership of interactions and listening carefully to clients’ needs in order to offer the best possible solutions-Educated clients about financial products and services, investment strategies, trading tools, market mechanics, retirement choices and any other inquiries or needs related to products and services offered by Charles Schwab-Assisted clients as a licensed broker to guide them through financial securities trading or trade securities on behalf of customers-Obtained financial industry licenses: FINRA SIE, Series 7 & Series 63

Indianapolis, Indiana, United States

-Responsibilities of the role included speaking to clients, authenticating them and helping them to access their accounts as well as ensuring clients’ had a positive interaction and that all of their needs were met.-Worked directly with Charles Schwab customers as a client service and support apprentice, was also able to meet and interact with various leaders and directors of Charles Schwab through roundtables, meetings and presentations.-Participated in a capstone project in which myself and other interns across various sites were tasked with working together to develop and present a potential innovation opportunity for client services to managing directors and leaders of Charles Schwab.

Westfield, Indiana, United States

-The sole employee of Franks Landscape LLC during its first season. -In addition to providing labor, I helped the owner of this company market and advertise online as well as cold-call local realtors and properties that were seemingly in need of lawn care.

Carmel, Indiana, United States

-My tasks involved organizing and fulfilling orders for items customer's purchased online.-Worked directly with customers, able to help the ones in the store as well as communicate and resolve any issues regarding the online order fulfillment process.