Colin Wahl
High Net Worth Financial Advisor at Vanguard
- Role
- Financial Advisor Specialist at Vanguard
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Colin Wahl
Advisory and brokerage services professional with experience in a hyper-growth environment.• MBA • Project Management • Portfolio Management • Client Relationship Management • Equity Trading • Product Sales • Customer Service • Finance and Investment Acumen • Lead Generation • Problem Solving • Outbound Sales • Sales Presentations & Product Training Demonstrations • Business Analysis Statement Experience with Comparison Pricing • Conceptual Thinking • Process Improvement
Experience
Financial Advisor Specialist
May 2024 — Present
Education
University of Michigan-Dearborn
Master of Business Administration (MBA), Investments and Securities
2014 — 2017
W. P. Carey School of Business – Arizona State University
Global Management, Finance
2004 — 2009
Skills
- Finance
- Investments
- Mutual Funds
- Series 7
- Business Analysis
- Banking
- Customer Service
- Series 63
- Asset Allocation
- Commercial Lending
- Financial Analysis
- Crm
- Portfolio Management
- Sales
- Microsoft Office
- Investment Brokerage
- Etfs
- Equity Trading
- Index Funds
- Managed Funds
- Investment Portfolio
- Asset Location
- Thomsonone
- Bloomberg Terminal
- Cashflow Analysis
- Product Cost Analysis
- Call Center
- Inbound Lead Generation
- Financial Management Services
- Series 6
- Relationship Management
- Retail Banking
- Credit
- Client Relationships Strengthening
- Investment Management
- Project Management
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