Cole Beckwith, Mba, Cfp® Email & Phone Number

Chandler, Arizona, United States

- Demonstrates mastery of planning topics - Monitor client accounts, consulting, educating, and advising (while building strong relationships) to maintain high financial confidence- Maintain accuracy of Client Relationship Management (CRM) software - Prepare recommendations / dashboards and serve as a client resource - Involvement in client meetings and delivering recommendations to better suit the needs of each individual client - Analyze information and collaborate with Wealth Managers to deliver expert, comprehensive financial advice to clients

Ensure clients achieve their financial goals through conscientious asset management and portfolio diversification, working cooperatively with a cohesive team of advisors.• Grew assets under management in collaboration with team, meeting daily (along with portfolio manager) to discuss KPIs, tax strategies, and market volubility. • Contributed to portfolio growth and 98% client retention.• Served on client acquisition team, acquiring 45 new clients each quarter hitting established goals.The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.

Greater Phoenix Area

Instrumental in efficient golf course operations for Arizona’s only PGA tour property, ensuring a positive and memorable guest experience by applying the highest quality service standards.• Identified opportunities to enhance service with continuous improvement to drive repeat and referral business, as well as industry reputation.

Greater Phoenix Area

Maximized operational efficiency to drive bottom-line growth, building strong client relations to generate both new and return business while monitoring competition and company financial statements.• Participated in strategic planning, forecasting, and scheduling commercial projects, tracking expenditures and approving invoices throughout project.• Assisted with billing and accounting functions using QuickBooks and MS Excel; initiated practical process improvements to ensure account and reporting accuracy.• Noted for conscientious advanced preparation and a proactive approach to problem resolution, maintaining strict compliance to both service level agreements and safety regulations.

Ft. Bragg, Nc

Led 4-man team during exercises and missions (continuous day / night parachute jumps from high-performance aircraft), ensuring smooth, safe, and cohesive team operations.• Maintained thorough understanding of the mission's strategic objectives, providing leadership, guidance, and coaching for optimal team discipline and mission readiness.Awards/Medals: Army Service Ribbon, Army Commendation Medal, Global War On Terrorism Expeditionary Medal, Global War on Terrorism Service Medal, Overseas Service Ribbon, National Defense Service Medal, and Army Good Conduct MedalBadges: Parachutist Badge, Foreign Jump Wings, Expert Marksman Badge Schools: Airborne School, Squad Designated Marksman School, Dragon First Responder/Combat Life Saver School, and Ft. Benning Infantry School.

Greater Phoenix Area

Championed staff (8) accountability to ensure total customer satisfaction while consistently meeting monthly sales goals.• Cultivated relationships with local auto shops to promote products and become preferred supplier.• Identified opportunities to improve efficiency while analyzing market trends and competitor activity.• Processed accounts receivable and deposits for commercial accounts within established deadlines.

Master Of Business Administration - Mba, 3.80 Gpa

Activities and Societies: See projects section. Course work includes: • Leadership and Organizations • Accounting Practices • Finance.

B.S. Political Science, International/Global Studies, 3.63 Gpa

Activities and Societies: Pi Sigma Alpha Honors Society & obtained an International Studies Certificate

High School