Colin Appell
Financial Planning Intern @Vawter Financial
Signup · Get unlimited contacts
WORK HISTORY
Financial Planning Intern @Vawter Financial
Dublin, OH, US
Collaborated with licensed and experienced CFPs in all core areas of financial planning, including investments, tax planning, estate planning, insurance, and retirement planning- Developed meeting reports, asset allocations, and investment policy statements, presenting results to clients in person-Gained and demonstrated strong proficiency in financial planning and modeling software, such as eMoney Advisor and Redtail CRM
ABOUT COLIN APPELL
My name is Colin Appell, and I am a third-year Finance and Economics student minoring in…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.