Investment Counselor
Current
Oct 2022 - Present
AeroLeads people directory · profile
Cole Merrick Email & Phone Number
Investment Counselor at Fisher Investments | UCSB
at
Fisher Investments
1 work email found
@fisherinvestments.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Counselor at Fisher Investments | UCSB
Location
Portland, Oregon Metropolitan Area, United States
Company size
Who is Cole Merrick? Overview
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Quick answer
Cole Merrick is listed as Investment Counselor at Fisher Investments | UCSB at Fisher Investments, a company with 2996 employees, based in Portland, Oregon Metropolitan Area, United States. AeroLeads shows a work email signal at fisherinvestments.com and a matched LinkedIn profile for Cole Merrick.
Cole Merrick previously worked as Investment Counselor at Fisher Investments and Sales Associate at Fisher Investments. Cole Merrick holds Bachelor Of Arts - Ba, Economics from Uc Santa Barbara.
Company email context
Email format at Fisher Investments
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{first_initial}{last}@fisherinvestments.com
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AeroLeads found 1 current-domain work email signal for Cole Merrick. Compare company email patterns before reaching out.
Profile bio
About Cole Merrick
I am an enthusiastic and self-motivated graduate from the University of California, Santa Barbara. Everyday I aim to grow my knowledge and skill set in all areas of business.In the class room, I have broadened my knowledge of investment management and personal finance. I have taken a plethora of courses in economics, accounting and finance. Additionally, outside of the classroom I aim to sharpen my life skills. Some of my strongest skills include my work ethic, communication, problem solving and organizational skills. I am currently striving to “better the investment universe” at Fisher Investments and will continue to pursue a career in investment management.
Listed skills include Banking, Financial Analysis, Microsoft Excel, Economics, and 23 others.
Current workplace
Cole Merrick's current company
Company context helps verify the profile and gives searchers a useful next step.
Fisher Investments
9 roles
Cole Merrick work experience
A career timeline built from the work history available for this profile.
Sales Associate
Jun 2020 - Oct 2022
Account Executive
Mar 2020 - Jun 2020
Sports Marketing And Promotions Intern
While interning with the University of California, Santa Barbara's Intercollegiate Athletics Department it was my responsibility to create expansive brand recognition for the university's Division Ⅰ athletic programs. I helped produce marketing material through various advertising strategies. In addition, I assisted in preparing and creating in-game.
Sep 2019 - Dec 2019
Business Analyst Intern
During my internship at Bank of the West I assisted the global trade department with analyzing and facilitating business transactions. In addition, I managed the departments finances using Excel and created insightful financial models that were used for budgeting, planning and decision making. Furthermore, I conducted in depth analyses of companies to.
Jun 2019 - Aug 2019
Financial Analyst Intern
At DRB Homes and Design it was my role to help the company with organization by entering bills and credit memos into a database. I also managed finances by entering documents and receipts into Excel to create financial models for budgeting and forecasting. In addition, I would periodically help with reconciling bank accounts, scheduling employees and.
Jun 2018 - Sep 2018
Universal Banker Ii
At Bank of the West I contributed to the branch by communicating with prospective and current clients to address their financial needs. I set up new bank accounts, managed client portfolios, conducted loan processing, and completed monetary transactions. In addition, I would help on the teller line and resolve any customer service issues.
Dec 2016 - Aug 2017
Universal Banker I
Jun 2016 - Nov 2016
Service Representative
At 24 Hour Fitness I collaborated with the sales team to provide high quality services and bring in new memberships. I also provided excellent customer service to build lasting relationships and keep current members satisfied.
May 2015 - Jun 2016
Team & coworkers
Colleagues at Fisher Investments
Other employees you can reach at fisherinvestments.com. View company contacts for 2996 employees →
RP
Riley Piper
Colleague at Fisher InvestmentsTampa, Florida, United States, United States
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DR
David Ricardo Velazquez
Colleague at Fisher InvestmentsSan Jose, Costa Rica, Costa Rica
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IG
Isla Gaston
Colleague at Fisher InvestmentsCamas, Washington, United States, United States
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GS
Guillaume Schroeijers
Colleague at Fisher InvestmentsLuxembourg, Luxembourg
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JC
Joshua Cusick
Colleague at Fisher InvestmentsTampa, Florida, United States, United States
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EC
Emily Carroll
Colleague at Fisher InvestmentsCamas, Washington, United States, United States
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ED
Emily Duerfeldt, Mba
Colleague at Fisher InvestmentsTampa, Florida, United States, United States
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RF
Ruthy Fabyanchuk
Colleague at Fisher InvestmentsCamas, Washington, United States, United States
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TD
Troy Dunnam
Colleague at Fisher InvestmentsGreater Tampa Bay Area, United States
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LH
Lacharro Hawkins, Crpc
Colleague at Fisher InvestmentsDallas-Fort Worth Metroplex, United States
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Riley Piper
Colleague at Fisher InvestmentsTampa, Florida, United States, United States
View →
DR
David Ricardo Velazquez
Colleague at Fisher InvestmentsSan Jose, Costa Rica, Costa Rica
View →
IG
Isla Gaston
Colleague at Fisher InvestmentsCamas, Washington, United States, United States
View →
GS
Guillaume Schroeijers
Colleague at Fisher InvestmentsLuxembourg, Luxembourg
View →
JC
Joshua Cusick
Colleague at Fisher InvestmentsTampa, Florida, United States, United States
View →
EC
Emily Carroll
Colleague at Fisher InvestmentsCamas, Washington, United States, United States
View →
ED
Emily Duerfeldt, Mba
Colleague at Fisher InvestmentsTampa, Florida, United States, United States
View →
RF
Ruthy Fabyanchuk
Colleague at Fisher InvestmentsCamas, Washington, United States, United States
View →
TD
Troy Dunnam
Colleague at Fisher InvestmentsGreater Tampa Bay Area, United States
View →
LH
Lacharro Hawkins, Crpc
Colleague at Fisher InvestmentsDallas-Fort Worth Metroplex, United States
View →
5 education records
Cole Merrick education
Bachelor Of Arts - Ba, Economics
Certificate, Sport Management
Economics
Business Administration
High School Diploma
FAQ
Frequently asked questions about Cole Merrick
Quick answers generated from the profile data available on this page.
What company does Cole Merrick work for?
Cole Merrick works for Fisher Investments.
What is Cole Merrick's role at Fisher Investments?
Cole Merrick is listed as Investment Counselor at Fisher Investments | UCSB at Fisher Investments.
What is Cole Merrick's email address?
AeroLeads has found 1 work email signal at @fisherinvestments.com for Cole Merrick at Fisher Investments.
Where is Cole Merrick based?
Cole Merrick is based in Portland, Oregon Metropolitan Area, United States while working with Fisher Investments.
What companies has Cole Merrick worked for?
Cole Merrick has worked for Fisher Investments, Uc Santa Barbara, Bank Of The West, Drb Homes And Design, and 24 Hour Fitness.
Who are Cole Merrick's colleagues at Fisher Investments?
Cole Merrick's colleagues at Fisher Investments include Riley Piper, David Ricardo Velazquez, Isla Gaston, Guillaume Schroeijers, and Joshua Cusick.
How can I contact Cole Merrick?
You can use AeroLeads to view verified contact signals for Cole Merrick at Fisher Investments, including work email, phone, and LinkedIn data when available.
What schools did Cole Merrick attend?
Cole Merrick holds Bachelor Of Arts - Ba, Economics from Uc Santa Barbara.
What skills is Cole Merrick known for?
Cole Merrick is listed with skills including Banking, Financial Analysis, Microsoft Excel, Economics, Sports Management, Finance, Business Strategy, and Business Analysis.
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