Colin Mcdowell Email & Phone Number

Virginia Beach, Va, Us

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.), transfers (TOAs, Rollovers, inheritance, aggregations, etc.), account openings/maintenance (IRAs including SIMPLE and SEP, Trusts, Business, Custodian, Charitable, etc.), general investing education, notarizations/medallion signature guarantees, and scheduling. Documented every… Show more • 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.), transfers (TOAs, Rollovers, inheritance, aggregations, etc.), account openings/maintenance (IRAs including SIMPLE and SEP, Trusts, Business, Custodian, Charitable, etc.), general investing education, notarizations/medallion signature guarantees, and scheduling. Documented every interaction in Salesforce for future client interactions as well as to establish a recorded history for legal reasons. • 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 full-time in the branch (08/08/23), and $42m since my first day in branch on 01/27/23.• 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 leveraging appropriate tools.• 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 Salesforce for opportunity creation and uncovered client (ATC) outreach. Show less

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 •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 differences. Show less

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; created article summaries for future citation purposes; collected, compiled, and analyzed data using SPSS and Microsoft Excel; presented my analyses (e.g. factor analysis) and results (e.g… Show more •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; created article summaries for future citation purposes; collected, compiled, and analyzed data using SPSS and Microsoft Excel; presented my analyses (e.g. factor analysis) and results (e.g. statistical significance) to peers and faculty.•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 to predict job performance.•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.

Education record

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