Collin West
- Role
- Senior Vice President - Sales at Fidelity Investments
- Location
- Manhattan Beach, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Collin West
For over two decades, I’ve consulted with financial advisors and plan sponsors to provide…
Experience
Senior Vice President - Sales
Nov 2017 — Present
Education
Georgetown University
BA, Economics
1996 — 2000
Skills
- Series 63
- Wealth Management
- Crm
- Retirement
- Investments
- Securities Regulation
- Pension Funds
- Mutual Funds
- Retirement Planning
- Profit Sharing
- Series 6
- 401k
- Retirement Plan Consulting
- Customer Relationship Management (Crm)
- Asset Allocation
- Pensions
- Defined Benefit
- Financial Advisory
- Finra
- Business Development
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