Cole Walling Email & Phone Number

Maricopa County, Arizona, United States

PetWellClinic is a walk-in veterinary wellness clinic dedicated to helping dog and cat owners prevent their pets from getting diseases and parasites, diagnose and treat illnesses, injuries, and skin conditions, manage chronic conditions, and monitor lab work in a quick, convenient, and affordable manner. We offer quality care, a clean environment.

Maricopa County, Arizona, United States

Multi-Unit Franchise Owner - PetWellClinic Phoenix

Dallas, Texas

Scottsdale, Arizona

• Reported directly to the Firm’s Partners daily.
• Responsible for assembling and presenting detailed research and data to Firm Analysts and Partners needed to draft individual and corporate client’s investment portfolios.
• Responsible for executing comprehensive portfolio and corporate financial modeling and backtests.
• Responsible for recording detailed notes on individual and corporate client meetings and presentations.
• Aided in the creation of confidential client Offering Memorandums/ Private Placement Memorandums by providing Firm Partners and Analysts exhaustive analysis of client company’s financials and data in order to identify.
• Aided Firm Analysts in the creation of Offer Models as well as aiding in the normalization of client financials and the creation of Offer Notices.

New York, NY

• Drafted 400+ individual & corporate client financial reports, models, and portfolio backtests for LTAM Advisors and affiliated Investment Advisors among all of Ladenburg Thalmann’s 5 subsidiary Broker-Dealers
• Performed detailed portfolio back-testing, modeling and investment analysis in regard to the rebalancing and reallocation of Company managed Publicly traded ETF Portfolios (with +$350M AUM)
• Responsible for the dissemination of marketing materials to LTAM’s 6,000+ Advisors and affiliated Advisors
• Prepared exhaustive financial reports, models, and portfolio backtests for LTAM’s High-Wealth client portfolios with minimum portfolio values of $2.5M
• Assisted Company Analysts in the rollout of LTAM’s millennial-oriented “$ymbil” online investment advising platform (for portfolios valued under $100K) by cold-calling, advising and providing marketing materials to.
• Led Company Interns in the creation of an “Intern Report” detailing the future of Healthcare in the United States as the Baby-Boomer Generation reaches retirement age. o Report & associated models were utilized by the.

Scottsdale, AZ

• Worked under and reported directly to the CFO and VP of Sales and Strategic Partnerships
• This role provided extensive knowledge and insight of the Private Insurance and Annuities Industries
• Responsible for the creation of comprehensive reports and models to aid in servicing +1,500 of the Company's clients, affiliated Investment Advisors and broker-dealer relationships
• Responsible for updating Advisor and broker-dealer relationships in company-wide Salesforce CRM

Scottsdale, AZ

• Youngest teller / Assistant Banker hired in Bank of America’s Scottsdale market.
• Responsible for daily cash management, with personal accountability of $125K cash.
• Maintained a corporate performance minimum of at least 1 daily sale of an offered product or service.
• Honorably mentioned and awarded for maintaining a 100% balance rate for 6 consecutive months, in addition to having a 100% balance rate for the entirety of my time with the Bank of America.

Scottsdale, AZ

Swim Instructor for all ages; Certified Lifeguard; responsible for front desk operations including: making sales, operating cash register, counting cash drawer, closing cash register, closing the site-safe, closing the front desk; customer service representative; resolve customer complaints; Certified First Aid; Certified CPR; respond to emergency situations