Sammy Collins

Sammy Collins Email and Phone Number

Client Service Administrator at Evolve Advisor Group @ Evolve Advisor Group
orlando, florida, united states
Sammy Collins's Location
Orlando, Florida, United States, United States
About Sammy Collins

I am currently working as a Client Service Administrator at Evolve Advisor Group. I’m committed to helping clients maximize the earnings on their investments. I graduated from the Florida State University College of Business with a Bachelor's Degree in Finance. When it comes to tools, I'm pretty skilled with Microsoft Excel, and I'm also comfortable using financial planning software like MoneyGuidePro and Naviplan. I've also managed to secure my SIE and Series 7 license.

Sammy Collins's Current Company Details
Evolve Advisor Group

Evolve Advisor Group

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Client Service Administrator at Evolve Advisor Group
orlando, florida, united states
Website:
evansfp.com
Employees:
2
Sammy Collins Work Experience Details
  • Evolve Advisor Group
    Client Service Administrator
    Evolve Advisor Group Jan 2024 - Present
    Orlando, Florida, United States
    View
  • Ameriprise Financial Services, Llc
    Financial Analyst
    Ameriprise Financial Services, Llc Jun 2022 - Jan 2024
    Orlando, Florida, United States
    Complete money movements, trades and rebalances for high-net-worth clients with over $400 million in assets under management.Responsible for creating and completing comprehensive financial plans for over 200 planning clients.Evaluate portfolio performance for client accounts and work with advisors to make necessary adjustments.
    View
  • On The Rocks Bartending
    Bartender
    On The Rocks Bartending Oct 2020 - May 2022
    Tallahassee, Florida, United States
    Provided exceptional customer service for event guests in a timely mannerKept work area organized, stocked and cleanWorked with groups of 2-5 others to accomplish specific tasks throughout eventsServed between 50-200 guests per event
    View
  • Interlachen Country Club In Winter Park, Fl
    Server
    Interlachen Country Club In Winter Park, Fl May 2021 - Jan 2022
    Winter Park, Florida, United States
    Communicated effectively with members and coworkers in a busy environmentLearned to adapt quickly to changes and dealt with unhappy membersServed 200-300 members per week
    View
  • Publix Super Markets
    Cashier
    Publix Super Markets Apr 2016 - Aug 2020
    Orlando, Florida, United States
    Provided premier customer service, including greeting customers and answering their questionsReceived payment by cash, check, credit cards, vouchers or automatic debitsIssued receipts, refunds, credits, or change due to customersTrusted to handle between $10,000-15,000 weekly
    View

Sammy Collins Education Details

Frequently Asked Questions about Sammy Collins

What company does Sammy Collins work for?

Sammy Collins works for Evolve Advisor Group

What is Sammy Collins's role at the current company?

Sammy Collins's current role is Client Service Administrator at Evolve Advisor Group.

What schools did Sammy Collins attend?

Sammy Collins attended Florida State University, Winter Park High School.

Who are Sammy Collins's colleagues?

Sammy Collins's colleagues are Ryan Evans,cfp®.

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