Colin McCarthy
Longmeadow,Massachusetts
Summary
Astute professional in financial advising, known for high productivity and efficient task completion. Possess specialized skills in investment strategy, tax planning, and risk management. Excel in communication, problem-solving, and adaptability, leveraging these soft skills to meet and exceed client expectations consistently.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Advisor
Haviland & Sams LLC
Farmington, CT
03.2024 - Current
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.
- Advised high net worth individuals on complex wealth management issues related to trusts, estates, asset protection planning, philanthropy.
- Created personalized financial reports including balance sheets, income statements, and statements of cash flow for client review.
- Created detailed reports on portfolio performance, market conditions using Morningstar software.
- Prepared and delivered presentations to clients either virtually or in person.
Financial Services Professional
Charter Oak Financial Consultants
Holyoke, MA
09.2022 - 01.2024
- Educated clients about the features, advantages, and disadvantages of different types of life insurance policies.
- Managed the full life cycle of sales process from prospecting, qualifying, developing relationships with key decision makers and closing deals.
- Provided personalized service to clients by phone, email, or in-person meetings.
- Attended conferences, seminars, networking events and webinars to build relationships with potential customers.
- Participated in sales training and workshops to improve sales techniques and product knowledge.
Education
Bachelor of Science - Business Management
Springfield College
Springfield, MA05-2022
Skills
- Investment performance analysis
- Estate Planning
- Cash Flow analysis
- Client Relations
- Wealth Management
- Risk Management
- Regulatory knowledge
- Collaborative and Team-Oriented
Certification
- Series 65
- Series 63
Timeline
Financial Advisor
Haviland & Sams LLC
03.2024 - Current
Financial Services Professional
Charter Oak Financial Consultants
09.2022 - 01.2024
Bachelor of Science - Business Management
Springfield College
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