Summary
Overview
Work History
Education
Skills
Timeline
Generic

Colin Gardner

Sarasota,FL

Summary

To secure a full-time position in the finance industry where I can continue developing the knowledge, skills, and experience necessary to become a successful financial planner. During my internship with the Lighthouse Wealth Advisor team, I gained hands-on experience in client communication, portfolio management, and financial planning strategies. This experience not only deepened my understanding of the industry but also strengthened my passion for helping clients achieve their financial goals. I am currently pursuing all required certifications and exams, and I feel confident in my ability to thrive at Ameriprise by contributing to a client-focused, ethical, and growth-driven team.

Overview

6
6
years of professional experience

Work History

Intern

Ameriprise Financial
05.2025 - Current
  • Supported team members in their daily tasks and allowed for increased focus on higher-priority assignments.
  • Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
  • Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.

Bartender

Barton Hills Country Club
01.2022 - 08.2023
  • I served drinks and food to customers, primarily focusing on enhancing my communication skills during the process.
  • I gained experience in event management, particularly in the setup and planning aspects, by working at weddings and other large-scale events.

Server/Bartender

Fiamma Grill
05.2019 - 12.2022
  • I was responsible for daily cleaning and organization of the bar area.
  • I consistently maintained the high standard of fine dining.
  • I fostered excellent relationships with both coworkers and the owner.

Education

Finance

Wayne State University, Mike Ilitch School of Business
Detroit, MI
08.2025

Finance

Schoolcraft Community College
Livonia, MI

Skills

  • Microsoft Office – Word, Excel, Access, Publisher, and Outlook
  • Successfully completed Series 63
  • Successfully completed SIE
  • Completed APMA course and passed exam
  • Completed Life and Health course and passed exam through Kaplan
  • Multitasking and organization
  • Interpersonal and social skills
  • Attention to detail
  • Preparing for Series 65 exam

Timeline

Intern

Ameriprise Financial
05.2025 - Current

Bartender

Barton Hills Country Club
01.2022 - 08.2023

Server/Bartender

Fiamma Grill
05.2019 - 12.2022

Finance

Wayne State University, Mike Ilitch School of Business

Finance

Schoolcraft Community College
Colin Gardner