COLTON VANRELL
Cave Creek
Summary
Licensed financial services professional with Series 7, 63, and SIE certifications, specializing in portfolio management and transaction execution. Demonstrated success in building client relationships and achieving community financial objectives. Currently pursuing Series 65/66 and CFP designation to advance into financial advisory.
Overview
6
6
years of professional experience
Work History
Wealth Management Analyst (Private Banking Group VEA)
Morgan Stanley
Tempe
06.2025 - 04.2026
- Utilized consultative selling skills to enhance service adoption among financial advisors and clients.
- Managed sales pipelines and relationships, achieving departmental goals for cash management account openings.
- Provided proactive support to advisor clients, fostering questions to drive AUM growth.
Licensed Retirement Representative
Vanguard
Scottsdale
03.2024 - 04.2025
- Lead my cohort in exceeding our monthly advisement services lead generation metric by 35%
- Scheduled outbound calls to help investors with performing retirement transactions
- Answered an average of 45 daily inbound calls efficiently and effectively
- Leveraged CRM skills to build client trust and educate on investing
Marketing Associate
University of Arizona
Tucson
06.2022 - 12.2023
- Developed internal and external marketing materials to boost research activity and funding.
- Collaborated with marketing professionals to showcase value of high-level researchers in academia.
- Organized and executed in-person marketing and philanthropic events to enhance engagement.
- Implemented a long-term campaign emphasizing mentorship between key internship participants and Bio5's researcher network.
Assistant Team Leader
AmeriCorps NCCC
Vicksburg
03.2020 - 02.2021
- Facilitated community relief efforts through various service projects.
- Directed administrative tasks for a team of 9 volunteers to ensure efficient operations. Including budgets and expense reporting.
- Recruited new volunteers by presenting program information at universities, increasing participation.
Education
B.S. - Healthcare Systems Theory & Practice
University of Arizona
Tucson, AZMinor in Business Administration -
University of Arizona
Tucson, AZSkills
- Problem-solving
- Conflict resolution
- Strong communication
- Interpersonal skills
- Proficient in financial software
- CRM tools
- Customer relationship management
- Cross-selling
- Lead generation
- Investment products
- Outbound calls
- Inbound calls
References
References available upon request
Timeline
Wealth Management Analyst (Private Banking Group VEA)
Morgan Stanley
06.2025 - 04.2026
Licensed Retirement Representative
Vanguard
03.2024 - 04.2025
Marketing Associate
University of Arizona
06.2022 - 12.2023
Assistant Team Leader
AmeriCorps NCCC
03.2020 - 02.2021
B.S. - Healthcare Systems Theory & Practice
University of Arizona
Minor in Business Administration -
University of Arizona