Colin Sharp Email & Phone Number
Who is Colin Sharp? Overview
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Colin Sharp is listed as Associate at Cerity Partners at Cerity Partners, a company with 211 employees, based in Virginia Beach, Virginia, United States. AeroLeads shows a matched LinkedIn profile for Colin Sharp.
Colin Sharp previously worked as Associate at Cerity Partners and Intern at Stewardship Wealth Management. Colin Sharp holds Economics from Trinity College-Hartford.
Email format at Cerity Partners
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About Colin Sharp
I am a graduate from Trinity College with a Bachelor of Arts in Economics. My professional experiences include data analysis, client services, financial planning, and directing software integration. I am proficient in Microsoft Office and various advisory softwares. As an NCAA student-athlete, I successfully managed a rigorous workload, balancing academic and athletic commitments. I value hard work and I am eager to contribute the skills I have developed to organizational success.
Colin Sharp's current company
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Colin Sharp work experience
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Intern
Transitioned IRA, 401k, Joint, and 529 accounts to LPL. Became proficient in ClientWorks, the advisory software for LPL. Recorded data from client meetings and organized client profiles in RedTail. Shadowed in-house advisors and reviewed both active and passive investing strategies.
Software Implementation Specialist
- May 2022- December 2022: Software Implementation Specialist
- Responsible for the integration of new warehouse management software
- Helped foster a company-wide understanding of how day-to-day and large-scale operations can be adapted tomeet the needs of an evolving ecommerce customer base
- Ran inventory velocity reports to verify reorder points for our most profitable productsFebruary 2020- August 2021: Online Sales Coordinator
- Used consumer focused data to construct sales templates that resulted in significantly greater ecommerce profits
- Worked with branch managers to locate aged products with decreased demand and sell them at a viable price range
Project Intern
- Studied the stages of engineering necessary to develop a property; This included an in-depth look at civil, mechanical, and architectural plans
- Responsible for researching and presenting on a proposed development in Smithfield, VA
- Reviewed real estate pro forma reports with the accounting department
Warehouse Organization Lead
- Managed a team that was tasked with relocating thousands of products to expedite the picking process and offer more floor space
Colleagues at Cerity Partners
Other employees you can reach at ceritypartners.com. View company contacts for 211 employees →
Gerald Larr
Colleague at Cerity PartnersCosta Mesa, California, United States, United States
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Meaghan Quinn
Colleague at Cerity PartnersSaratoga Springs, New York, United States, United States
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Carl Kaufman
Colleague at Cerity PartnersDenver, Colorado, United States, United States
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Jodi Credit
Colleague at Cerity PartnersCockeysville, Maryland, United States, United States
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JG
Jeff Glassman
Colleague at Cerity PartnersLos Angeles, California, United States, United States
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Tristan Romo, Cpa
Colleague at Cerity PartnersDallas-Fort Worth Metroplex, United States
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CJ
Chris Jameson, Crpc®
Colleague at Cerity PartnersLos Angeles, California, United States, United States
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Christine Vandrey
Colleague at Cerity PartnersUnited States, United States
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Patrick Fischbach
Colleague at Cerity PartnersGreater Chicago Area, United States
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AM
Ariella Masters
Colleague at Cerity PartnersBuffalo Grove, Illinois, United States, United States
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Colin Sharp education
Economics
Postgraduate Year
High School Diploma
Frequently asked questions about Colin Sharp
Quick answers generated from the profile data available on this page.
What company does Colin Sharp work for?
Colin Sharp works for Cerity Partners.
What is Colin Sharp's role at Cerity Partners?
Colin Sharp is listed as Associate at Cerity Partners at Cerity Partners.
Where is Colin Sharp based?
Colin Sharp is based in Virginia Beach, Virginia, United States while working with Cerity Partners.
What companies has Colin Sharp worked for?
Colin Sharp has worked for Cerity Partners, Stewardship Wealth Management, Professional Supply, and Venture Realty Group.
Who are Colin Sharp's colleagues at Cerity Partners?
Colin Sharp's colleagues at Cerity Partners include Gerald Larr, Meaghan Quinn, Carl Kaufman, Jodi Credit, and Jeff Glassman.
How can I contact Colin Sharp?
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What schools did Colin Sharp attend?
Colin Sharp holds Economics from Trinity College-Hartford.
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