Cole Bradley Email & Phone Number

New York, New York, United States

-Graduated the 16-month Bernstein NEXT Program, a sales and leadership development program, in January 2024, which focused on honing client-facing abilities such as effectively communicating current capital markets and identifying clients' priorities.-Attained Senior Associate after 1 year by taking a leadership role in stabilizing the servicing environment of a $2 billion base, partnering with Financial Advisors to advance business development, providing high level client service to a complex book, and spearheading team risk management efforts.-Serves as an alternative investment liaison and escalation point between team members, internal clients and Advisors, partnering with management to inform the office of new alternatives information and procedures.-Correspond directly with prospective and existing clients regarding investment services, allocation adjustments, and the firm’s investment outlook to enhance the client’s experiences.-

New York, New York, United States

New York, New York

I support the day-to-day management of client accounts and the overall financial planning and tax return preparation process. I prepare and review all materials necessary for client meetings including investment performance reports, asset allocation reports, net worth schedules, stock schedules, and planning agendas.I enjoy helping support the day-to-day needs of financial advisors and their clients needs.

Amarillo, Texas

● Partnered with wealth advisors to discuss financial planning, risk management and portfolio allocation with prospective clients● Preparedinvestmentproposals t ailoredtoeachprospectclientpriortoameetingandmanaged ongoing conversations; sharing additional information on Carson’s services when needed● Transitioned new firms and advisors onto Carson’s investment management platform andfacilitated the utilization of the marketing, investment outsourcing, compliance and successionplanning tools accessible through the platform● Completed training in Salesforce and Carson’s proprietary investment management dashboard inaddition to assisting in the day to day investment operations and website development

Las Vegas

● Supervised professional athletes, ensuring they attended scheduled appearances by managing transportation, event set up and coordination with security teams● Liaised with brands such as Reebok, Bud light, and Monster to schedule athletic appearances and facilitated the negotiation of contracts● Managed budgets for large UFC events on a per athlete basis which included analyzing employee and athletes travel costs

Bachelor Of Business Administration - Bba, Managerial Finance

Activities and Societies: Pi Kappa Alpha

Bachelor Of Business Administration - Bba, Finance And Financial Management Services