49 Financial
Collin Plotts is a seasoned professional with extensive experience in operational management, recruitment, and project coordination within the financial services industry. Currently serving as a Recruiting & Field Operations Senior Specialist at 49 Financial since October 2018, Collin has successfully implemented strategic partnerships, optimized operational processes, and managed significant client account transitions. Collin's prior roles include Field Operations Specialist and Branch Operations Coordinator, where skills in project management, data analysis, and training development were honed. Additionally, Collin has a background in leadership and safety oversight from a three-summer tenure on the leadership team at Kanakuk. Educational credentials include a Bachelor of Business Administration in Accounting from Baylor University and further studies at the Kanakuk Institute.
This person is not in any teams
49 Financial
2 followers
49 Financial strives to serve people by taking a holistic approach when looking at their financial situation. Whether we can add value through implementing a full financial plan or by complementing your current financial situation, our goal is to meet you where you are. 49 Wealth Management, LLC d/b/a 49 Financial, is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. All investment advisory activities are performed through 49 Financial. All commissionable product sales are performed through and under the supervision of Oakwood Capital Securities (“Oakwood Capital”). 49 Financial and Oakwood Capital are not affiliated entities. Please visit https://adviserinfo.sec.gov/firm/summary/319484 For additional information regarding 49 Financials’ services, fees, conflicts of interest, and other important information. The information on this LinkedIn page is for informational purposes only and does not constitute a recommendation or offer to sell any securities or investment advisory services. All information provided here is based on sources believed to be reliable but is not guaranteed as to accuracy or completeness. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended and should not be relied upon as investment, insurance, tax, or financial advice. 49 Financial and its affiliates make no representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content.