Summary
Overview
Work History
Education
Skills
Timeline
Generic

Colton Ferrari

Seattle,WA

Summary

Experienced professional with solid background in providing expert guidance and solutions. Known for reliability and adaptability in dynamic environments. Exceptional at fostering teamwork and driving successful outcomes.

Overview

8
8
years of professional experience

Work History

Investment Performance Team SME

Orion Advisor Technology
Remote
10.2020 - Current
  • Collaborates with other operations departments to research and resolve complex client issues and inquiries.
  • Counsel financial advisors regarding best practices, policies, and procedures, as well as providing advice on how to handle a variety of situations encountered.
  • Regular contact with operations departments to provide assistance and guidance for projects affecting cost basis, tax reporting, performance, composites, trading, billing, and reporting.
  • Utilize Microsoft Excel to calculate performance returns, filter transactions, and import data.

Lead Teller

Wells Fargo
Woodinville, WA, US
08.2018 - 10.2020
  • Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions.
  • Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers.
  • Develop understanding of bank products and services to connect to customers needs.

Teller

Wells Fargo
Woodinville, WA, US
05.2017 - 08.2018
  • Provide appropriate options for bank products and services to customers.
  • Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products.

Education

BS - Business Management

Western Governors University
02.2021

Skills

  • Training and mentoring
  • Strong analytical skills
  • Customer focus
  • Creative solutions
  • Time management
  • Attention to detail

Timeline

Investment Performance Team SME

Orion Advisor Technology
10.2020 - Current

Lead Teller

Wells Fargo
08.2018 - 10.2020

Teller

Wells Fargo
05.2017 - 08.2018

BS - Business Management

Western Governors University

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