Summary
Overview
Work History
Education
Skills
Collegiate Athletics
Accomplishments
Websites
Timeline
Generic

Colin Allen

Athens,GA

Summary

Financial professional with extensive experience at Raymond James Associates, specializing in financial analysis and market research. Demonstrated success in strengthening client relationships and advancing sales initiatives through strategic reporting and proposal development. Expertise in Excel facilitates clear communication of complex investment strategies, enabling informed decision-making.

Overview

3
3
years of professional experience

Work History

Senior Associate

Raymond James Associates
St. Petersburg, Florida
09.2024 - Current
  • Assisted Raymond James financial advisors by compiling reports that analyze current and prospective client investment portfolios.
  • Assisted the sales team in generating reports and proposals for their client meetings.
  • Made sales pitches to management and the sales team about financial products.
  • Ran clients facing proposals for investment products for financial advisors, based on team recommendations.
  • Managed the main sales phone line and assisted callers in answering their questions.
  • I gave weekly market updates to the team and management in our weekly sales meeting.
  • Utilized Microsoft Excel, Access, Morningstar, and other tools when generating reports.
  • Conducted market research to inform investment strategies and recommendations.
  • Collaborated with team members on project planning and execution initiatives.

Intern

The Ford Wealth Management Group
Westminster, MD
05.2022 - 05.2023
  • Assisted financial advisors with client documentation and data entry tasks.
  • Conducted research on investment opportunities and market trends for client presentations.
  • Organized and maintained client files to ensure compliance with regulatory standards.
  • Collaborated with team members to prepare reports for client meetings and reviews.
  • Provided support in scheduling appointments and managing calendars for advisors.
  • Participated in training sessions to learn about financial products and services offered.
  • Communicated with clients to gather information and address basic inquiries effectively.
  • Developed proficiency in financial software tools to assist with data analysis tasks.

Education

MBA -

Mount St. Marys
Emmitsburg, MD
05-2023

Bachelor of Science - Business Administration - Concentration in Finance

Monmouth University
West Long Branch, NJ
05-2021

Skills

  • Financial analysis
  • Market research
  • Investment strategies
  • Data management
  • Reporting tools
  • Client relationship management
  • Proposal development
  • Sales support
  • Proficient in excel

Collegiate Athletics

  • Former Division 1 athlete
  • Played Division 1 lacrosse at both Monmouth University and Mount St. Mary's University

Accomplishments

  • Multiple time Metro Atlantic Athletic Conference All-Academic award recipient

Timeline

Senior Associate

Raymond James Associates
09.2024 - Current

Intern

The Ford Wealth Management Group
05.2022 - 05.2023

MBA -

Mount St. Marys

Bachelor of Science - Business Administration - Concentration in Finance

Monmouth University

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