Collin Nardell

WORK HISTORY

EDUCATION

ABOUT COLLIN NARDELL

I am currently pursuing a Bachelor’s degree in Business Finance at Ohio University, with a strong focus on investments, financial markets, and wealth management. My coursework emphasizes fundamental analysis and valuation, with experience evaluating firms and understanding capital markets, including equities, bonds, and mortgage-backed securities.Outside of my academic work, I serve as President of the Phi Kappa Tau Fraternity, where I manage financial planning and the annual budget for a 90-member organization. In this role, I collaborate with executive officers and alumni to promote financial transparency, improve operational efficiency, and ensure long-term sustainability. These experiences have strengthened my ability to oversee complex financial structures and make disciplined, data-driven decisions.My experience as a College Intern Advisor and in professional client environments has reinforced the importance of confidentiality, accuracy, and professionalism when working with sensitive financial information. I have supported advisors through investment research, portfolio reviews, and client meeting preparation, gaining exposure to how analysis and asset allocation decisions directly impact client outcomes.Previously, I have held client-facing roles as an Assistant Manager at Rt 80 Express Inc. and as a Caddie at Congress Lake Club, where I developed strong relationship-management and communication skills. I am motivated to build a career in wealth management by combining analytical skills, investment insight, and a client-first approach grounded in integrity.