Financial Professional
Current
Jan 2023 - Present
AeroLeads people directory · profile
Cole Mitchell Email & Phone Number
Financial Professional at Equitable Advisors
at
Equitable Advisors
LinkedIn matched
3 data sources
Profile completeness 86%
Current company
Role
Financial Professional at Equitable Advisors
Location
Clarkston, Michigan, United States
Company size
Who is Cole Mitchell? Overview
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Quick answer
Cole Mitchell is listed as Financial Professional at Equitable Advisors at Equitable Advisors, a company with 3118 employees, based in Clarkston, Michigan, United States. AeroLeads shows a matched LinkedIn profile for Cole Mitchell.
Cole Mitchell previously worked as Financial Professional at Equitable Advisors and Member at Miami Finance Association. Cole Mitchell holds Finance, General, Sophmore from Miami University.
Company email context
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Equitable Advisors
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Profile bio
About Cole Mitchell
My name is Cole Mitchell and I’m a finance professional with Equitable, I graduated from Miami university, Farmer School of business with a degree in finance. Throughout my tenure at Miami, I was tasked with managing several portfolios, whether it was risk management or asset management, and I loved seeing how I could impact a person's financial future. At Equitable I have the opportunity to do this on a much larger scale with a bigger audience. Whether its risk management, using investment vehicles or a focus on tax advantage strategies. Equitable allows me to do this while providing my clients easy access to tools, a wide menu of investment products and the best team in finance.
Current workplace
Cole Mitchell's current company
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Equitable Advisors
8 roles
Cole Mitchell work experience
A career timeline built from the work history available for this profile.
Member
The MFA assists members in developing financial skills, more specifically, personal finance, banking, and investments. It also helps students develop their personal and professional skills. It provides many networking possibilities with many different companies
Feb 2019 - Oct 2022
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- Team of students that put on the largest student run fashion show in the country- Collaborate with designers and modeling directors to showcase student-designed garments
Dec 2021 - Jan 2022
Contractor
Mt. Everest Maintenance
- Worked with a team on a variety of construction projects and consulted with clients and other contractors- Team building, business communication, ability to follow instructions
Jul 2021 - Aug 2021
Foreman
Great Lakes Equestrian Festival
- Supervised, coordinated, and managed a group of workers on special projects around the festival- There were many times I had to delegate roles and jobs to other workers- Managed daily reports of project progress and workers
Jun 2019 - Jul 2019
Barback
Honcho
- Organized supplies for the bartenders- Managed closing duties at the bar and for the restaurant- Assisted the servers by effectively handling customer complaints
May 2019 - Jul 2019
Competitor
Fifth Third Bank Client Challange
- A team and I researched, developed, and presented a way for Fifth Third Bank to expand their outreach to the African American community- Collaboration of ideas, team building, built presentation and communication skills
Feb 2019 - May 2019
Competitor
- Took tests in personal finance and placed 5th in regionals and states against over 100 other students- Advanced to nationals in Texas
Feb 2018 - Apr 2018
Team & coworkers
Colleagues at Equitable Advisors
Other employees you can reach at equitable.com. View company contacts for 3118 employees →
MT
Michael Tomko
Colleague at Equitable Advisors
United States, United States
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SB
Steve Bronder, Cfp®, Chfc®, Ricp®
Colleague at Equitable Advisors
Ballston Spa, New York, United States, United States
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MC
Margaret Chido
Colleague at Equitable Advisors
Erie, Pennsylvania, United States, United States
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RL
Ryan Lane
Colleague at Equitable Advisors
New York, New York, United States, United States
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AD
Aaron D. Palmer, Cfp®
Colleague at Equitable Advisors
Tacoma, Washington, United States, United States
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SH
Siddique Haddad-Adams
Colleague at Equitable Advisors
Poughkeepsie, New York, United States, United States
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FP
Frank Petrocelli
Colleague at Equitable Advisors
Melville, New York, United States, United States
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JL
John Leonard
Colleague at Equitable Advisors
Melville, New York, United States, United States
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NS
Nick Stamatellos
Colleague at Equitable Advisors
Stamford, Connecticut, United States, United States
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KS
Kyle Sahli
Colleague at Equitable Advisors
United States, United States
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Michael Tomko
Colleague at Equitable Advisors
United States, United States
View →
SB
Steve Bronder, Cfp®, Chfc®, Ricp®
Colleague at Equitable Advisors
Ballston Spa, New York, United States, United States
View →
MC
Margaret Chido
Colleague at Equitable Advisors
Erie, Pennsylvania, United States, United States
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RL
Ryan Lane
Colleague at Equitable Advisors
New York, New York, United States, United States
View →
AD
Aaron D. Palmer, Cfp®
Colleague at Equitable Advisors
Tacoma, Washington, United States, United States
View →
SH
Siddique Haddad-Adams
Colleague at Equitable Advisors
Poughkeepsie, New York, United States, United States
View →
FP
Frank Petrocelli
Colleague at Equitable Advisors
Melville, New York, United States, United States
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JL
John Leonard
Colleague at Equitable Advisors
Melville, New York, United States, United States
View →
NS
Nick Stamatellos
Colleague at Equitable Advisors
Stamford, Connecticut, United States, United States
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KS
Kyle Sahli
Colleague at Equitable Advisors
United States, United States
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2 education records
Cole Mitchell education
Finance, General, Sophmore
Education record
Clarkston High School
FAQ
Frequently asked questions about Cole Mitchell
Quick answers generated from the profile data available on this page.
What company does Cole Mitchell work for?
Cole Mitchell works for Equitable Advisors.
What is Cole Mitchell's role at Equitable Advisors?
Cole Mitchell is listed as Financial Professional at Equitable Advisors at Equitable Advisors.
Where is Cole Mitchell based?
Cole Mitchell is based in Clarkston, Michigan, United States while working with Equitable Advisors.
What companies has Cole Mitchell worked for?
Cole Mitchell has worked for Equitable Advisors, Miami Finance Association, Miami University Fashion And Design, Mt. Everest Maintenance, and Great Lakes Equestrian Festival.
Who are Cole Mitchell's colleagues at Equitable Advisors?
Cole Mitchell's colleagues at Equitable Advisors include Michael Tomko, Steve Bronder, Cfp®, Chfc®, Ricp®, Margaret Chido, Ryan Lane, and Aaron D. Palmer, Cfp®.
How can I contact Cole Mitchell?
You can use AeroLeads to view verified contact signals for Cole Mitchell at Equitable Advisors, including work email, phone, and LinkedIn data when available.
What schools did Cole Mitchell attend?
Cole Mitchell holds Finance, General, Sophmore from Miami University.
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