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Colin Sharp Email & Phone Number

Associate at Cerity Partners at Cerity Partners
Location: Virginia Beach, Virginia, United States 5 work roles 3 schools
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Current company
Role
Associate at Cerity Partners
Location
Virginia Beach, Virginia, United States
Company size

Who is Colin Sharp? Overview

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Quick answer

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.

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Email format at Cerity Partners

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Cerity Partners

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Profile bio

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.

Current workplace

Colin Sharp's current company

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Cerity Partners
Cerity Partners
Associate at Cerity Partners
new york, new york, united states
Employees
211
AeroLeads page
5 roles

Colin Sharp work experience

A career timeline built from the work history available for this profile.

Associate

Current

Norfolk, Virginia, United States

Aug 2024 - Present

Intern

Fort Worth, Texas, United States

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.

Jul 2023 - Oct 2023

Software Implementation Specialist

Norfolk, Virginia, United States

  • 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
Feb 2020 - Dec 2022

Project Intern

Virginia Beach, Virginia, United States

  • 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
Jul 2022 - Aug 2022

Warehouse Organization Lead

Norfolk, Virginia, United States

  • Managed a team that was tasked with relocating thousands of products to expedite the picking process and offer more floor space
May 2018 - Sep 2019
Team & coworkers

Colleagues at Cerity Partners

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3 education records

Colin Sharp education

Postgraduate Year

Activities and Societies: Varsity Football, Varsity Wrestling, Varsity LacrossePostgraduate Student- Winner of The Edward E. Kelley Award

High School Diploma

Activities and Societies: National Honor Society, Varsity Soccer, Varsity Wrestling, Varsity Lacrosse, Investment Club

FAQ

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?

You can use AeroLeads to view verified contact signals for Colin Sharp at Cerity Partners, including work email, phone, and LinkedIn data when available.

What schools did Colin Sharp attend?

Colin Sharp holds Economics from Trinity College-Hartford.

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