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Collin joined WrapManager as an Operations and Trading Specialist with 12 years of institutional and retail financial services experience. He brings with him a multi-faceted operations and client services experience that includes an extensive knowledge of institutional trading, investment operations, and private banking.

As a member of the First Class Service Team at WrapManager, Collin provides the highest-quality white glove customer service to current and prospective clients.He is also an integral part of the trading team, implementing daily model adjustments and handling maintenance requests as necessary.

He has his BA in Law & Society from the University of California, Santa Barbara.

Work

My favorite time of the day is when I’m working with a great team to help clients realize their goals in both the short and long term. Although I don’t yet have a specific retirement dream, I imagine that it will likely include warm weather, the beach and a golf course.

Play

When I’m not in the office my wife and I are sampling as many of the restaurants in San Francisco as possible. I also like to play golf, snowboard, and attend Golden State Warriors games. Guilty pleasure: wine and beer tasting.

 

Colin

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