Cole Carson Email & Phone Number

Saint Petersburg, FL, US

Aliso Viejo, California, United States

I researched and delivered a detailed presentation to top executives on the implications of SECURE 2.0 ERISA laws for advisors, addressing updates in reporting requirements, anticipated shifts in participant demographics, and newly established regulations concerning retirement income annuities. I wrote and published educational materials intended for.

Aliso Viejo, California, United States

I built a Target Date Matrix using RFI’s from over 100 different fund managers in order to use data analytics within Microsoft Excel to find trends in the industry for market research. I prepared a pitch on fiduciary duties and target date fund fit analysis intended for plan sponsors. I supported operations in creating product notices for clients via.

Newport Beach, California, United States

I compared current inflation indexes and made recommended adjustments to formulas and baskets to overcome inaccuracies. I developed models to predict the United States’ position in the inflationary cycle and I used a variety of analytical resources to develop a diversified portfolio of fixed income and equity securities.

Newport Beach, California, United States

I lead and organized after school programs for kids interested in a variety of athletics activates. I designed lesson plans and helped develop our lacrosse program.

Newport Beach, California, United States

I greeted and acknowledged guests, sat them at their tables, and maintained a professional dining environment. I was part of initiative to prepare take out orders during COVID-19 which involved organizing orders, bagging them, and delivering them to customers for curbside pickup.