Babatunde Cole Email & Phone Number

Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.

Agent at New York Life Insurance Company

Greater Los Angeles Area

Sell and on-board platinum clients on new processing products ● Prepare reporting for senior management on client relations ● On-board incoming team members ● Maintain all analyst responsibilities

Buffalo/Niagara, New York Area

Managed approximately 500 collateral portfolios for hedge fund clients ● Provided customer service and technical assistance for all issues raised by clients ● Processed improvements for day to day tasks and record keeping for audits ● Utilized excel for account reconciliations ● Facilitated on-boarding and training of offshore team for processing work

Buffalo/Niagara, New York Area

Supported the CEO by analyzing strategy and operational data to develop budget recommendations ● Monitored budget activities to ensure academic, career and community programs are on target to meet goals ● Prepared quarterly budget reports for all departments for review by senior organization leaders ● Improved system used for tracking and forecasting vacation budget for all employees ● Managed purchasing office supplies, transportation passes and event venue materials for programs ●… Show more Supported the CEO by analyzing strategy and operational data to develop budget recommendations ● Monitored budget activities to ensure academic, career and community programs are on target to meet goals ● Prepared quarterly budget reports for all departments for review by senior organization leaders ● Improved system used for tracking and forecasting vacation budget for all employees ● Managed purchasing office supplies, transportation passes and event venue materials for programs ● Compiled and analyzed monthly grant reporting using Fund E-Z Accounting Program for board meetings Prepared presentations using MS PowerPoint and MS Excel for monthly budget and grant reviews ● Developed a check requisition form that streamlined vendor transaction to reduce monthly overhead ● Analyzed the quarterly expenditure reports of grants to ensure compliance with funding guidelines ● Supervised over 60 students, reviewing time sheets, coordinated work schedules and distributed paychecks Show less