Colin Duran

Angestellt, Financial Planner, Northwestern Mutual Financial Network

Colorado Springs, Vereinigte Staaten

Fähigkeiten und Kenntnisse

Financial Planning
Wealth Management
Financial Services
Marketing
Investment
Inside Sales
English Language
Life insurance
Retirement Planning
Financial Products
Sales
Entrepreneurship
Customer Relationship Management

Werdegang

Berufserfahrung von Colin Duran

  • Bis heute 5 Jahre und 11 Monate, seit Juni 2018

    Financial Planner

    Northwestern Mutual
  • Bis heute 5 Jahre und 11 Monate, seit Juni 2018

    Financial Planner

    Northwestern Mutual Financial Network

    Serve as the CFO of client’s personal lives, I advise my clients on everything from efficient budgeting strategies to complex retirement distribution strategies. I take special care to ensure my clients are properly insured to protect their income and financial goals, as well as develop investment strategies that fit the allocation needed to achieve those goals. A focus on wholistic planning requires high attention to detail and a high quality of customer service.

  • Bis heute 6 Jahre, seit Mai 2018

    Financial Advisor

    Northwestern Mutual Financial Network

    Serve as the CFO of client’s personal lives, I advise my clients on everything from efficient budgeting strategies to complex retirement distribution strategies. I take special care to ensure my clients are properly insured to protect their income and financial goals, as well as develop investment strategies that fit the allocation needed to achieve those goals. A focus on wholistic planning requires high attention to detail and a high quality of customer service.

  • 2 Jahre und 2 Monate, März 2016 - Apr. 2018

    Marketing Director

    Hoff & Leigh Commercial Real Estate

Ausbildung von Colin Duran

  • 1 Jahr und 10 Monate, Aug. 2014 - Mai 2016

    Business Administration

    Ball State University

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