Colin Berent

I am a detail-oriented finance professional with a strong foundation in financial analysis, portfolio evaluation, and client-centered investment strategies. My experience as a Senior Banker at Bank of America has equipped me with the skills to manage financial planning conversations with multiple clients daily. I excel at assessing income, liabilities, and risk appetite to recommend tailored investment and credit solutions that support client goals and institutional growth.

In my previous role as a Client Services Representative at Vanguard, I collaborated closely with financial advisors to enhance the investor experience. I consulted with clients on account questions, investment options, and retirement planning strategies, which helped maintain a high client satisfaction rate. My commitment to improving internal data accuracy through account audits has further solidified my analytical skills and attention to detail.