Austin Collins Email & Phone Number
CEO | Chief Investment Officer @ Optimal Tax Asset Management, Inc.
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Austin Collins Location
- Bellevue, WA, US
Austin Collins Work
- 2026 -now CEO | Chief Investment Officer @
- 2021 -now Founding Principal @
- 2006 -2021 Private Wealth Advisor | Managing Director @ Ameriprise Financial Services, LLC
- 2002 -2005 Owner @ Pulp Productions, LLC
- 1997 -2002 Marketing Assistant @
- 1998 -2000 Contract Graphics Specialist @ G2 Architecture
Austin Collins Education
- Exit Planning Institute
(Certified Exit Planning Advisor, M&A)
2021 - College for Financial Planning
AWMA® Designation, Accredited Wealth Management Advisor (AWMA® Designation, Accredited Wealth Management Advisor, Wealth Management)
2018-2018 - The American College
RICP Designation (RICP Designation, Advanced Retirement Income Planning)
2013-2014 - Corporation for Long-Term Care
CLTC Designation (CLTC Designation, Long Term Care)
2012-2012 - College for Financial Planning
CRPC (CRPC, Retirement Planning)
2006-2007 - Loyola Marymount University 2001-2005
- O'Dea High School
Austin Collins Skills
- Microsoft Excel
- Financial Analysis
- Services
- Marketing
- Social Media
- Financial Services
- Cltc
- Sales
- Platinum
- Photoshop
- Business Development
Austin Collins Summary
- Austin Collins, based in Bellevue, WA, US, is currently a CEO | Chief Investment Officer at Optimal Tax Asset Management, Inc.. Austin Collins brings experience from previous roles at Integrated Wealth Advisors, Ameriprise Financial Services, LLC, Pulp Productions, LLC and CollinsWoerman. Austin Collins holds a Exit Planning Institute. With a robust skill set that includes Microsoft Excel, Financial Analysis, Services, Marketing, Social Media and more. Austin Collins has 2 emails and 1 mobile phone numbers on RocketReach.
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