Please complete the CAPTCHA to continue
@missionwealth.com
✓
1 phone found area 570
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Cole Clifford is listed as Mission Wealth at Mission Wealth, a company with 53 employees, based in Carlsbad, California, United States. AeroLeads shows a work email signal at missionwealth.com, phone signal with area code 570, and a matched LinkedIn profile for Cole Clifford.
Cole Clifford previously worked as Senior Investment Associate at Mission Wealth and Account Executive at Indeed.Com. Cole Clifford holds Bachelor Of Science In Business Administration, Marketing from Appalachian State University.
This section adds company-level context without repeating Cole Clifford's masked contact details.
AeroLeads found 1 current-domain work email signal for Cole Clifford. Compare company email patterns before reaching out.
Currently aiding the investment team at Mission Wealth as an Senior Investment Associate. Skilled in leadership from my experience working for the United States Army Reserve. I am hardworking, dedicated, and have a desire to learn more.
Listed skills include Customer Service, Leadership, Social Media, Sales, and 3 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
- Trading securities as needed to better align clients with their investment objectives- Reporting clients private and alternative securities - Aiding in the analysis of potential investment actions based on clients unique targets and goals
- Analyze business needs and market data in order to provide efficient and successful solutions for clients.- Consult employers on effective hiring strategies and business growth in order to promote Indeed product use. - Maintained profitable business relationships with a book of over 300 new and existing clients.
Austin, Texas Area
- Maintained consistent communication with all customers in order to uphold excellent service values and foster lasting relationships. - Evaluated customer needs and presented appropriate vehicle solutions. - Researched and practiced various marketing strategies to increase customer volume and business success.
Boone, North Carolina
- Craft mixed beverages for bar and seated guests- Provide customer service for up to 12 bar guests- Insightful and knowledgeable about all of our draft beers and liquors
Boone, North Carolina
- Consulted customers on their wants and needs for their next vehicle- Conducted test drives demonstrating the vehicles features- Follow up with new or previous customers to ensure lasting relationships- Continuously researched new features, customers, and offerings available
- Maintained consistent communication with all customers in order to uphold excellent service values and foster lasting relationships. - Evaluated customer needs and presented appropriate vehicle solutions. - Researched and practiced various marketing strategies to increase customer volume and business success.
Other employees you can reach at missionwealth.com. View company contacts for 53 employees →
Sara Pierce Clark
Colleague at Mission Wealth
Los Angeles, California, United States, United States
View →
JA
Jeff Avila, Cfp®
Colleague at Mission Wealth
Santa Barbara, California, United States, United States
View →
TK
Tina Kunze
Colleague at Mission Wealth
Gilbert, Arizona, United States, United States
View →
JG
Joseph Giovanni Tremonti
Colleague at Mission Wealth
Goleta, California, United States, United States
View →
MG
Mitchell Grushen, Cfp®
Colleague at Mission Wealth
Los Angeles Metropolitan Area, United States
View →
PA
Peter Ahrens, Cfp®, Abfp®
Colleague at Mission Wealth
Loveland, Colorado, United States, United States
View →
BS
Brad Stark, Ms, Cfp®
Colleague at Mission Wealth
Santa Barbara, California, United States, United States
View →
JM
Jose Monreal, Cfp®, Ricp®
Colleague at Mission Wealth
Dallas, Texas, United States, United States
View →
AR
Austin Roberts
Colleague at Mission Wealth
Santa Barbara, California, United States, United States
View →
JV
Josh Vasquez
Colleague at Mission Wealth
Austin, Texas, United States, United States
View →
Quick answers generated from the profile data available on this page.
Cole Clifford works for Mission Wealth.
Cole Clifford is listed as Mission Wealth at Mission Wealth.
AeroLeads has found 1 work email signal at @missionwealth.com for Cole Clifford at Mission Wealth.
AeroLeads has found 1 phone signal(s) with area code 570 for Cole Clifford at Mission Wealth.
Cole Clifford is based in Carlsbad, California, United States while working with Mission Wealth.
Cole Clifford has worked for Mission Wealth, Indeed.Com, Capitol Chevrolet, Chili'S, and Discovery Chevrolet.
Cole Clifford's colleagues at Mission Wealth include Sara Pierce Clark, Jeff Avila, Cfp®, Tina Kunze, Joseph Giovanni Tremonti, and Mitchell Grushen, Cfp®.
You can use AeroLeads to view verified contact signals for Cole Clifford at Mission Wealth, including work email, phone, and LinkedIn data when available.
Cole Clifford holds Bachelor Of Science In Business Administration, Marketing from Appalachian State University.
Cole Clifford is listed with skills including Customer Service, Leadership, Social Media, Sales, Microsoft Word, Microsoft Powerpoint, and Time Management.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Cole Clifford you were looking for.
