Colin Mcdowell Email & Phone Number

Virginia Beach, Virginia, United States

Currently an Investment Consultant while preparing for the CFP exam.

Virginia Beach, Virginia, United States

• Delivered exceptional personalized client experiences for walk-in and phone clients with a wide range of service requests including but not limited to deposits/withdrawals (checks, wires, stock certificates, etc.).
• Delivered exceptional personalized client experiences for walk-in and phone clients with a wide range of service requests including but not limited to deposits/withdrawals (checks, wires, stock certificates, etc.).
• Connected clients with appropriate advisors based on a thorough preliminary suitability assessment utilizing the first three stages of the Fidelity Relationship Model. Added $30.2m to advisor books since being.
• Reviewed all incoming and outgoing documents in branch and classified/routed them appropriately for archival and processing using internal scanning software. Rectify issues stemming from Not in Good Order work items.
• Leveraged internal applications/software for: client log-in issues; money movement; account openings/maintenance requests; tax eligibility and service requests; and escalated assistance and casing work items. Utilized.

Virginia Beach, Virginia

• Swing trade equities and cryptos.
• Conduct technical analysis corroborated by comprehensive market and macroeconomic research to inform position sizing, entry/exit strategies and general risk management.
• Post trading insights and FA-influenced TA on TradingView and Twitter (@dailytaguy).

Chesapeake, Virginia, United States

• Managed business operations and LovexLies (artist management) for LovexLies LLC.
• In under three months I boosted his Instagram engagement by over 650% and grew his TikTok reach by 458% (from 120 followers to 670).
• Produced the music videos for Lovers Beware (3.2k views) and Venom (713 views) for under $10k total.
• Boosted Spotify monthly listeners by 274%.
• Created an EPK and optimized SEO results.
• Unfortunately, I resigned due to personal irreconcilable… Show more

Miami, Florida, United States

• Performed daily, weekly, and monthly analyses on various assets managed by Blue Digital Capital.
• Proactively assessed risk in crypto and global equity markets and delivered prompt daily reports based on these assessments to management.

Virginia Beach, Virginia

• Utilized Agile sprint processes for quick builds and iterations of the Arcus* platform.
• Created the Arcus* software User Guide with an emphasis on simplicity, plain language and logical hierarchy.
• Applied Lean methodologies for the design and implementation of the Arcus documentation.*Arcus is a Web Development platform built by Jeenka's team of designers and developers. Jeenka was sold to a European firm.

Norfolk, Virginia Area

• Conducted studies, collected and analyzed data, and helped develop an undergraduate study in the Psychology of Design (PoD) lab.
• This lab focused on research regarding applied visual attention, cybersecurity, intuitive design, and usability testing within the field of Human Factors in Computing Systems (a.k.a., Human-Computer Interaction).

Greater Seattle Area

• Captured 103 residential accounts as a door-to-door sales representative in a cold-market.
• Recruited and managed 5 representatives who collectively accounted for 170 captured residential accounts.
• Improved penetration in Snohomish County by 13%.

Kirkland, WA

• Effectively switched-over 80 Comcast customers to Frontier as a door-to-door sales representative in a cold-market.
• Improved Frontier’s penetration in the area by 10%.

Riverside, California

Captured 55 residential accounts as a door-to-door sales representative in a cold-market.

Norfolk, Virginia Area

• Served as a research assistant in the Technology in Training (TnT) Lab.
• Worked directly with Dr. Kristina Bauer during her dissertation on "transfer-of-training" (I/O psychology); recruited participants for the study from universities throughout the U.S.; annotated articles using Evernote.
• Worked directly with Dr. Kristina Bauer during her dissertation on "transfer-of-training" (I/O psychology); recruited participants for the study from universities throughout the U.S.; annotated articles using Evernote.
• Analyzed the effectiveness of Facebook as a predictor of personality using Myers Briggs Type Indicator and NEO Five-Factor Inventory criterion for a separate study regarding incremental validity of social media ratings.
• Delivered a presentation regarding my experiences and achievements as a member of the Undergraduate Research Apprenticeship Program (URAP) to graduate students, faculty, and fellow undergraduate students. Show less

Virginia Beach, VA

• Operated electronic voting machines and issued voters access cards during city, state, and national elections.
• Guided voters through the voting process.
• Oversaw completion of district paperwork and inventoried election supplies before and after election days.

Bachelor Of Science (B.S.), Psychology, Computer Science, 3.71

Activities and Societies: ODU Rugby, Undergraduate Research Apprenticeship Program (URAP) Member, International Honor Society in.

Education record

Activities and Societies: SAS Rugby, Improv Club, Student Council Representative