Who is Cole Ellis-Hale? Overview
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Cole Ellis-Hale is listed as Investment Analyst at Equitable, based in Waterloo, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Cole Ellis-Hale.
Cole Ellis-Hale previously worked as Student Analyst at Laurier Startup Fund and Graduate Research Assistant at Wilfrid Laurier University. Cole Ellis-Hale holds Master Of Business Administration - Mba, Finance, 4.0 from Lazaridis School Of Business & Economics At Wilfrid Laurier University.
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Email format at Equitable
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Equitable
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Profile bio
About Cole Ellis-Hale
I am a people person with a passion for problem-solving. I take great pride in building relationships with colleagues, clients, and various stakeholder groups. My undergraduate degree in Economics and my MBA with a designation in finance have equipped me with a comprehensive understanding of the business world and financial markets, allowing me to analyze and provide creative solutions to complex problems effectively. I am meticulous in the assessment, structuring, and negotiation of investment opportunities and am forever looking to improve and grow.
Current workplace
Cole Ellis-Hale's current company
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8 roles · 8 years
Cole Ellis-Hale work experience
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Investment Analyst
CurrentAssess, structure, and negotiate investment opportunities to mitigate risks and enhance returns. Prepare detailed written investment proposal memorandums supporting recommendations.Monitor existing investments in the Private Placement, PE and Commercial Mortgage portfolios to ensure compliance with respective terms and conditions and perform annual written.
Sep 2024 - Present
Student Analyst
Conduct comprehensive due diligence on potential seed-stage investments, analyzing financials, market potential, and strategic fit.Collaborate with Graphite IV Ventures and other investors to identify and evaluate high-potential tech startups.Support investment decision-making by preparing detailed reports and presenting findings to the investment.
Apr 2024 - Sep 2024
Graduate Research Assistant
Working with Student Success and Retention, I analyze data collected from current and past students to identify trends in Student Support leveraging and academic success. This information can be used to more accurately drive resources into areas of need and thereby aid in the success and retention of undergraduate students.
Sep 2023 - Sep 2024
Founder
Millside Ltd
Identified an opportunity within the real estate space through market research validating the business caseWorked closely with a team of accountants and attorneys to navigate complex legal and financial regulations resulting in the successful completion of multiple rounds of financing and subsequent operationsSecured $1.95M in funding with financial.
Oct 2020 - 2023
Market Sales Research Analyst (Co-Op)
- Gathered and analysed data on competitors, businesses and potential customers
- Studied consumers and assessed potential sales
- Coordinated with business operations and sales teams to aid in the execution of sales targets
Apr 2019 - Sep 2019
Marketing Data Administrator (Co-Op)
- Worked collaboratively to organize computer and software systems
- Lead the delivery of new product education
- Maintained up-to-date backend information
2018 - Jan 2019
Coach
Guelph Marlins
- Motivated and prepared athletes for different levels of competition
- Educated swimmers on water safety and etiquette
Jul 2014 - Sep 2015
2 education records
Cole Ellis-Hale education
Master Of Business Administration - Mba, Finance, 4.0
Bachelor'S Degree, Economics
FAQ
Frequently asked questions about Cole Ellis-Hale
Quick answers generated from the profile data available on this page.
What company does Cole Ellis-Hale work for?
Cole Ellis-Hale works for Equitable.
What is Cole Ellis-Hale's role at Equitable?
Cole Ellis-Hale is listed as Investment Analyst at Equitable.
Where is Cole Ellis-Hale based?
Cole Ellis-Hale is based in Waterloo, Ontario, Canada while working with Equitable.
What companies has Cole Ellis-Hale worked for?
Cole Ellis-Hale has worked for Equitable, Laurier Startup Fund, Wilfrid Laurier University, Millside Ltd, and Axonify.
How can I contact Cole Ellis-Hale?
You can use AeroLeads to view verified contact signals for Cole Ellis-Hale at Equitable, including work email, phone, and LinkedIn data when available.
What schools did Cole Ellis-Hale attend?
Cole Ellis-Hale holds Master Of Business Administration - Mba, Finance, 4.0 from Lazaridis School Of Business & Economics At Wilfrid Laurier University.
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