Investment Solutions Representative @ (October 2025 - October 2026)
Customer Relationship Advocate @ (September 2024 - October 2025)
Economics Student Grader @ (August 2023 - April 2024)
Corporate Finance Intern @ (June 2023 - August 2023)
Finance and Accounting Intern @ (January 2023 - April 2023)
Colby Applegate Education
The Ohio State University
Bachelor of Science (Finance, General)
2020-2024
The Ohio State University Fisher College of Business
Finance (Economics)
2020-2024
The Governor's Academy
High School Diploma
2016-2020
Colby Applegate Skills
Analytical Skills
Budgeting
Business Administration
Call Quality
Client Relations
Communication
Competitive Analysis
Creative Problem Solving
Customer Relationship Management (CRM)
Customer Service
Derivative Operations
Finance
Financial Analysis
Financial Concepts
Financial Institutions
Financial Markets
Financial Planning and Analysis (FP&A)
Financial Reporting
Financial Sales
Forecasting
Interpersonal Skills
Investment Accounting
Investments
Investor Presentations
Market Monitoring
Microeconomics
Microsoft Access
Microsoft Excel
Microsoft Office
Planning Budgeting & Forecasting
Portfolio Analysis
Problem Solving
Referral Development
SQL
Sales Finance
Sales Strategy
Schedulling
Securities License
Skills Analysis
Social Media Marketing
Soft Skills
Sports Analytics
Strategic Financial Management
Team Leadership
Team Workshops
Thinking Skills
Trading Strategies
Trend Analysis
Colby Applegate Summary
Colby Applegate, based in New York, NY, US, is currently a Private Equity Coordinator at StartEngine. Colby Applegate brings experience from previous roles at Fidelity Investments, The Ohio State University College of Arts and Sciences and New York Life Insurance Company. Colby Applegate holds a 2020 - 2024 Bachelor of Science in Finance, General @ The Ohio State University. With a robust skill set that includes Analytical Skills, Budgeting, Business Administration, Call Quality, Client Relations and more. Colby Applegate has 1 emails on RocketReach.
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