Cole Merrick

Cole Merrick Email and Phone Number

Investment Counselor at Fisher Investments | UCSB @ Fisher Investments
camas, washington, united states
Cole Merrick's Location
Portland, Oregon Metropolitan Area, United States
Cole Merrick's Contact Details

Cole Merrick work email

Cole Merrick personal email

n/a
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.

Cole Merrick's Current Company Details
Fisher Investments

Fisher Investments

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Investment Counselor at Fisher Investments | UCSB
camas, washington, united states
Website:
fisherinvestments.com
Employees:
2996
Cole Merrick Work Experience Details
  • Fisher Investments
    Investment Counselor
    Fisher Investments Oct 2022 - Present
    Portland, Oregon Metropolitan Area
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  • Fisher Investments
    Sales Associate
    Fisher Investments Jun 2020 - Oct 2022
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  • Fisher Investments
    Account Executive
    Fisher Investments Mar 2020 - Jun 2020
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  • Uc Santa Barbara
    Sports Marketing And Promotions Intern
    Uc Santa Barbara Sep 2019 - Dec 2019
    Santa Barbara, California
    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 entertainment as well as managing all home game operations.
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  • Bank Of The West
    Business Analyst Intern
    Bank Of The West Jun 2019 - Aug 2019
    San Francisco Bay Area
    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 identify new potential clients and help grow the departments revenue. I also observed consumer data and analytics to find opportunities in the existing client base.
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  • Drb Homes And Design
    Financial Analyst Intern
    Drb Homes And Design Jun 2018 - Sep 2018
    Alamo, Ca
    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 running payroll.
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  • Bank Of The West
    Universal Banker Ii
    Bank Of The West Dec 2016 - Aug 2017
    Danville, California
    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.
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  • Bank Of The West
    Universal Banker I
    Bank Of The West Jun 2016 - Nov 2016
    Danville, California
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  • 24 Hour Fitness
    Service Representative
    24 Hour Fitness May 2015 - Jun 2016
    San Ramon, California
    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.
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Cole Merrick Skills

Banking Financial Analysis Microsoft Excel Economics Sports Management Finance Business Strategy Business Analysis Microsoft Office Microsoft Word Microsoft Powerpoint Tenacious Work Ethic Data Analysis Project Management Customer Service Teamwork Time Management Problem Solving Organization Skills Leadership English Sports Development Sports Psychology Sales Business Operations Communication Management

Cole Merrick Education Details

Frequently Asked Questions about Cole Merrick

What company does Cole Merrick work for?

Cole Merrick works for Fisher Investments

What is Cole Merrick's role at the current company?

Cole Merrick's current role is Investment Counselor at Fisher Investments | UCSB.

What is Cole Merrick's email address?

Cole Merrick's email address is c.****@****nts.com

What schools did Cole Merrick attend?

Cole Merrick attended Uc Santa Barbara, Uc Santa Barbara, Università Bocconi, Diablo Valley College, California High School (San Ramon Ca.).

What skills is Cole Merrick known for?

Cole Merrick has skills like Banking, Financial Analysis, Microsoft Excel, Economics, Sports Management, Finance, Business Strategy, Business Analysis, Microsoft Office, Microsoft Word, Microsoft Powerpoint, Tenacious Work Ethic.

Who are Cole Merrick's colleagues?

Cole Merrick's colleagues are Aurash Banitaba, Wendi Liu, Adam Gulledge, Cfp®, Fred Means, Cfp®, Cws®, Mba, Nurul Bachik, Patty Gross, Marcus Williams, Cfp® Cima® Crpc®.

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