Client Services Representative @ (December 2022 - January 2024)
Junior Advisor @ (October 2021 - December 2022)
Underwriter @ Advantage One Brokers (March 2021 - December 2021)
Financial Analyst @ University Communities (July 2020 - March 2021)
Finance Intern @ (June 2019 - June 2020)
Colin Fitzpatrick Education
Florida State University
Bachelor of Science - BS (Economics)
2017-2020
University of Tampa - John H. Sykes College of Business
(Business Administration and Management, General)
2015-2017
Colin Fitzpatrick Skills
Corporate FP&A
Sales Pipeline Development
Customer Relationship Management (CRM)
Contract Design
Wealth Management Services
Account Management
Consultative Selling
Sales
Leadership
Microsoft Office
Microsoft Word
Microsoft PowerPoint
Microsoft Excel
Financial Services
Customer Service
Business Analysis
Corporate Communications
Strategic Planning
Time Management
Public Speaking
Sales & Marketing Leadership
Competitive Strategies
Creativity
Adaptability
Collaboration
Business Development
Problem Solving
SAP Implementation
Colin Fitzpatrick Summary
Colin Fitzpatrick, based in United States, is currently a Investment Advisor Representative at Hoffman Financial Group (Alpharetta, GA). Colin Fitzpatrick brings experience from previous roles at Hoffman Financial Group (Alpharetta, GA), Ty J. Young Inc. Wealth Management, Advantage One Brokers and University Communities. Colin Fitzpatrick holds a 2017 - 2020 Bachelor of Science - BS in Economics @ Florida State University. With a robust skill set that includes Corporate FP&A, Sales Pipeline Development, Customer Relationship Management (CRM), Contract Design, Wealth Management Services and more. Colin Fitzpatrick has 1 emails on RocketReach.
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