Preston Collins Email & Phone Number

Portland, OR, US

Portland, Oregon Metropolitan Area

Seattle, Washington, United States

• Actively collaborated with the investment team to communicate buy and sell orders for client portfolios, ensuring timely and accurate implementation of investment strategies.
• Maintained duties of a scribe during client meetings, resulting in advisors having reliable sources of readily available notes and information.
• Helped update client accounts through the Redtail software, aiding advisors in having up-to-date information for financial planning.

Pullman, Washington, United States

- Voted Co-Portfolio Manager for the University’s $4.6M investment fund. - Researched and valuated stocks using fundamental analysis and made final decisions on which positions to buy, sell or hold.

Pullman, Washington, United States

• Prepared and presented a proposal to the University's student affairs committee, resulting in $40,000 in additional funding for the building.
• Optimized building operations by effective communication with staff and team members, resulting in high levels of tenant and visitor satisfaction.
• Helped manage day-to-day building operations, including preparing meeting rooms and managing various technical issues as they arose.

Bellevue, Washington, United States

• Generated reports detailing tax optimized gains/losses for a group of client accounts with a total value of $51,000,000 for advisor use in financial planning.
• Assessed market and economic data to generate client communications detailing an evaluation of market news, trends, and produced an economic outlook.
• Provided research and evaluations on various infrastructure-focused private equity companies, in order to aid advisors in investment decisions.
• Assisted advisors in creating financial plans for high-net-worth individuals.

Vancouver, Washington, United States

• Led monthly membership sales for each month of my employment, inspiring and setting the standard for the team to achieve higher targets.
• Collaborated with my team to create monthly strategies, as well as implementation of new ideas, resulting in surpassing monthly membership quotas each month of my tenure.
• Provided exceptional customer service by efficiently resolving issues as they arose, leading to high customer satisfaction and retention rates.

Bachelor Of Arts In Business Administration, Finance, Senior

Activities and Societies: -Portfolio Manager for the $4.6M investment fund -Treasurer for F.I.R.E (Finance, Investment, and Real Estate).

Education record