Cole Bergstrom Email & Phone Number

Rockledge, Fl, Us

•Strategically spearheaded major revenue stream development, integrating Builder Line and Commercial Projects into the External Portal and Mobile App, leading to a forecasted $2.5 million revenue increase.• Designed and implemented a comprehensive onboarding system, complete with standardized documentation and communication protocols, enhancing operational efficiency and client onboarding experience.• Managed client relations and operational aspects, focusing on addressing specific client pain points and expanding project volume, including securing 4 new lender partnerships.• Played a pivotal role in software enhancement initiatives across various CodeFi products, including Presidium 5, Vendor Management System, External Portal, and Boots Mobile App, significantly elevating user experience and product functionality.

Cocoa Beach, Florida, United States

• Leading end-to-end management of software development projects, focusing on timely delivery and quality.• Drove a revenue increase of $250,000 through strategic project execution and management.• Built and maintained strong client relationships, ensuring satisfaction and project success.• Continuously upskilled, including learning Adobe InDesign to support project and marketing efforts.

Cocoa Beach, Florida, United States

• Orchestrated software project coordination, ensuring alignment with business goals and client needs.• Enhanced team performance through effective leadership and communication.• Streamlined project processes, improving efficiency and project outcomes.• Acted as a key liaison between clients, executives, and technical teams.

Brooksville, Fl

• Cross-trained in Cash, Accounts Receivable, and Reconciliation, showcasing rapid learning and versatility.• Managed a deposit log for seven HealthSouth facilities, demonstrating attention to detail and efficiency.• Trained new hires, highlighting my communication, organizational skills, and instructional acumen.• Led a project to process $8M in credit balances for high-volume HealthSouth facilities, emphasizing problem-solving.

Tampa/St. Petersburg, Florida Area

• Performed marketing calls to interest Verizon Employees into attending Morgan Stanley Events. • Created opportunities for advisors to recruit new clients for the wealth management programs.• Efficiently organized files that improved meetings with clients.• Utilized Excel for data collaboration among team.• Built relationships with co-workers/clients.

Data Analytics Boot Camp

Bachelor Of Science (B.S.), Food And Resource Economics; Marketing And Management

Core Degree Principles: Business Management, Economics, Finance, Accounting, Marketing, Sales