Colin Dillworth serves as a Client Service Associate within the firm providing technical understanding of the custodial platforms utilized at WaterOak Advisors. Colin specializes in managing available operational resources to assist client service related inquiries and requests; such as resolving complex and time sensitive issues.
Prior to joining WaterOak, Colin spent 5 years with Charles Schwab. During his tenure at Charles Schwab, Colin served in the Asset Transfer Services division where he reviewed, processed, and answered inquiries on incoming Transfer of Asset transactions. Additionally, Colin was part of a specialized team within Asset Transfer Services that is responsible for resolving escalated transfer issues by working with retail and institutional clients, Financial Consultants, as well as contra brokers.
Originally from Bradenton, FL, Colin currently resides in Altamonte Springs with his wife and daughter. He enjoys spending time with his family, working out, fishing and playing softball and hockey.
EDUCATION & DESIGNATIONS
- B.S. in Organizational Management from Palm Beach Atlantic University