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Cole Ready Email & Phone Number

Sr. Trust Ops Specialist - Pacific Premier Trust at Pacific Premier Trust, a Division of Pacific Premier Bank
Location: Denver, Colorado, United States 6 work roles 2 schools
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Role
Sr. Trust Ops Specialist - Pacific Premier Trust
Location
Denver, Colorado, United States
Company size

Who is Cole Ready? Overview

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Quick answer

Cole Ready is listed as Sr. Trust Ops Specialist - Pacific Premier Trust at Pacific Premier Trust, a Division of Pacific Premier Bank, a company with 66 employees, based in Denver, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Cole Ready.

Cole Ready previously worked as Sr. Trust Operations Specialist at Pacific Premier Trust, A Division Of Pacific Premier Bank and Coversion Manager at Axos Advisor Services. Cole Ready holds Master Of Science - Ms, Finance, General from Colorado State University College Of Business.

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Pacific Premier Trust, a Division of Pacific Premier Bank

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Profile bio

About Cole Ready

Currently employed with Pacific Premier Trust (a subsidiary of Pacific Premier Bank) specializing in managing self-directed IRAs for private equity, real estate, and specialty investments. Have obtained my FINRA Series 7 and Series 63 licenses. Previously employed with the Farm Credit Administration (FCA) as an Associate FCA Bank Examiner. I began working for FCA as a Intern in May of 2014 and full-time in June of 2015. Prior to joining FCA full-time, I attended Colorado State University where I obtained a a B.S. in Business Administration with a concentration in Finance. I also obtained a minor in Japanese Language Studies.

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Cole Ready's current company

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Pacific Premier Trust, a Division of Pacific Premier Bank
Pacific Premier Trust, A Division Of Pacific Premier Bank
Sr. Trust Ops Specialist - Pacific Premier Trust
irvine, california, united states
Employees
66
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6 roles

Cole Ready work experience

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Stock Plan Services Associate

Denver, Colorado, United States

Series 7 and Series 63 licensed. Presently working in a client-focused role within Fidelity’s stock plan department. My responsibilities include: Providing guidance and investment advice on clients’ employee stock purchase plans and stock options/awards, placing mutual fund and equity trades, assisting with fund transfers between Fidelity accounts and.

Mar 2021 - Sep 2022

Restaurant Consultant

Uptown & Humboldt Restaurant

Denver, Colorado, United States

Assisted the owners of Uptown & Humboldt restaurant and food truck in their opening and operation of restaurant TWENTYFOUR, located within the Nativ Hotel. Responsibilities included ingredient procurement, developing cost-effective culinary dishes, organizing and recording financial documents, and creating short- and long-term business goals.

Jun 2020 - Feb 2021

Associate National Bank Examiner

Greenwood Village, CO

  • As an Associate Bank Examiner, I assisted in the federal regulation and oversight of major U.S. agricultural banks. I worked with cross-functional teams from our respective field offices to organize and lead.
  • Examining and analyzing loans at Farm Credit System institutions to validate credit performance classifications, risk identification standards, underwriting practices, credit administration practices, and compliance.
  • Evaluating cash flow, repayment capacity, liquidity, solvency, collateral positions and valuations, loan pricing and conditions, and business structure of various borrower accounts as part of an association's loan.
  • Analyzing the overall financial health, trends, and projections of associations in the CAMELS (Capital, Assets, Management, Earnings, Liquidity, Sensitivity) areas
  • Planning and leading both on-site and off-site examination activities of associations to evaluate lending practices, financial operations, management processes, corporate governance, and compliance with federal.
  • Developing detailed reports of examination to present findings, required actions, and recommendations to an Association’s Executive Management team and the Board of Directors
Jun 2015 - Jul 2019

Internship

Aurora, CO

  • Experiences included:
  • Ensured sound banking practices and compliance with Federal and Farm Credit Administration regulations of financial institutions through on-site examinations
  • Analyzed the financial health of associations (banks) using the CAMELS (Capital, Assets, Management, Earnings, Liquidity, Sensitivity) system
  • Performed financial analysis and risk classifications of individual borrower accounts in association’s loan portfolios
  • Evaluated executive compensation practices of associations in the Farm Credit System using Excel models as part of a group intern project
  • Training in credit analysis, finance, banking, risk management, effective communication, and regulatory compliance
May 2014 - Jan 2015
Team & coworkers

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2 education records

Cole Ready education

Bachelor Of Science - Bs, Business Administration And Management, General

Activities and Societies: • CSU Japan Club - Served as Treasurer • CSU Hui O' Hawaii (Hawaii Club) - Served as Treasurer • CSU Finance.

FAQ

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What company does Cole Ready work for?

Cole Ready works for Pacific Premier Trust, a Division of Pacific Premier Bank.

What is Cole Ready's role at Pacific Premier Trust, a Division of Pacific Premier Bank?

Cole Ready is listed as Sr. Trust Ops Specialist - Pacific Premier Trust at Pacific Premier Trust, a Division of Pacific Premier Bank.

Where is Cole Ready based?

Cole Ready is based in Denver, Colorado, United States while working with Pacific Premier Trust, a Division of Pacific Premier Bank.

What companies has Cole Ready worked for?

Cole Ready has worked for Pacific Premier Trust, A Division Of Pacific Premier Bank, Axos Advisor Services, Fidelity Investments, Uptown & Humboldt Restaurant, and Farm Credit Administration.

Who are Cole Ready's colleagues at Pacific Premier Trust, a Division of Pacific Premier Bank?

Cole Ready's colleagues at Pacific Premier Trust, a Division of Pacific Premier Bank include Robert Gaines, Johnathan Carey Ii, Melissa Isaacs, Theodore Marks, and Hailey Such.

How can I contact Cole Ready?

You can use AeroLeads to view verified contact signals for Cole Ready at Pacific Premier Trust, a Division of Pacific Premier Bank, including work email, phone, and LinkedIn data when available.

What schools did Cole Ready attend?

Cole Ready holds Master Of Science - Ms, Finance, General from Colorado State University College Of Business.

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