Preston Collins work email
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Preston Collins personal email
I am a Washington State University Alumni with a Bachelors in Business Administration with a concentration in Finance.I have a strong passion for investment, as well as helping others, pursuing excellence, and continuous growth.
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Head Of SalesUrbanmountPortland, Or, Us
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CsaVista Capital Partners Jun 2024 - PresentPortland, Oregon Metropolitan Area -
Wealth Management InternBlue Water Wealth Nov 2023 - May 2024Seattle, 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.
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Portfolio ManagerWsu Cougar Investment Fund Aug 2023 - May 2024Pullman, 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. -
Building ManagerWashington State University Dec 2022 - May 2024Pullman, 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. -
Private Wealth Management InternUbs Jun 2023 - Aug 2023Bellevue, 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. -
Front Desk/SalesCrunch Fitness May 2021 - Aug 2021Vancouver, 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.
Preston Collins Education Details
Frequently Asked Questions about Preston Collins
What company does Preston Collins work for?
Preston Collins works for Urbanmount
What is Preston Collins's role at the current company?
Preston Collins's current role is Head of Sales.
What is Preston Collins's email address?
Preston Collins's email address is pr****@****unt.com
What schools did Preston Collins attend?
Preston Collins attended Washington State University, Eastern Washington University.
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Preston Collins
Project Engineer At Industria Construction Services | Bs In Civil Engineering/Economics Double Major | Ms In Project ManagementChicago, Il
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