Overview

Colin serves as a Data Associate at the firm. In this role, he is responsible for client onboarding, data retention, and data reconciliation. Colin works closely with clients to streamline the account opening process. He actively maintains and enhances the firm’s database to maximize data management efficiency.

Prior to joining the firm, he worked for Northwestern Mutual. There he earned his life and health insurance producer’s licenses and coordinated with Wealth Management Advisors to service insurance based products. In addition to insurance, Colin collaborated with a team of investment professionals at the firm to open and maintain investment accounts.

Colin lives in Quincy, Massachusetts and has been with Northeast since 2020.

Education

Union College, B.A. – 2019