Colin Nass, CFP®, RICP®, AEP®, WMCP™

Director, Financial Planning at MMBB Financial Services
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Contact Information
us****@****om
(386) 825-5501

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Experience

  • MMBB Financial Services
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Director, Financial Planning
      • Apr 2016 - Present

      New York, New York Managed financial planning team of CFP®s and provided comprehensive financial planning to key clients. Frequent speaker and retirement planning seminar presenter.

  • Lenox Advisors
    • United States
    • Financial Services
    • 100 - 200 Employee
    • Financial Planner/Vice President
      • Jun 2014 - Apr 2016

      Certified Financial Planner™ for high net worth clients on the Lenox Private Wealth Management platform. Responsible for providing personal planning services including: cash flow analysis, insurance reviews, asset allocation and retirement planning, reviewing estate plans and recommending wealth transfer strategies.

  • Deutsche Bank
    • Germany
    • Financial Services
    • 700 & Above Employee
    • Sales Manager/Director
      • Jul 2012 - Jun 2014

      New York, NY Financial sales, relationship management and advanced planning.

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Relationship Manager/Director
      • 1996 - Dec 2011

      Hong Kong and New York Financial sales, relationship management and advanced planning.

Education

  • Baylor University - Hankamer School of Business
    Master of International Management, International Business
  • University of Rochester
    BS, Optics

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