Cole Bradley Email & Phone Number

Boston, Ma, Us

Portsmouth, New Hampshire, United States

Completed ancillary support work for a four person FA team to enhance client service experienceCollaborated with a Private Wealth team by researching and compiling a directory of New England middle market business owners, and high net-worth individuals (>$20m NW) for exit planning client prospectingAssisted the lead FA with investment manager due diligence and portfolio management construction across asset classes including equities, fixed income, alternative investments and structured productsWorked independently on preparation of mock FGA and Cash Flow financial plans, based on real HNWI scenarios, incorporating UBS’ Wealth Way strategySupported implementation of client segmentation strategy focused on producing operational efficiencies

Hanoi, Hanoi, Vietnam

Participated in an MBA Field Study, consulting with the CEO and Senior Management of a Vietnamese commercial heirloom bakery with $75,000+ annual revenueCreated 2 spreadsheet model Monte-Carlo simulations to optimize salesperson composition using forecasted demand and random probability, reducing projected annual wage expense by ~$4,000Forecasted 5-year pro forma financial statements and projected NPV of a proposed expansion location through discounted cash flow analyses to determine profitabilityVoted by management to lead a joint proposal to shareholders on a new factory business model and management pay scaleAided the factory line by producing 500+ floating rice cakes for the high demand Cold Food Festival

Bloomington, Indiana, United States

Indiana University Press's mission is to inform and inspire scholars, students, and thoughtful general readers by disseminating ideas and knowledge of global significance, regional importance, and lasting value.Transformed existing author ID databases to consolidate them into one comprehensive system for migration to enterprise resource planning software (CATS) improving database efficiencyValidated current addresses and mail out yearly financial statements to over 3000 independent authors and clientsAutomated macros on excels’ visual basic (VBA) for the lead accountant to transform the original balance sheet, and income statement into readable formatting for use with clients

Glen, New Hampshire, United States

Communicated with prospective renters, as well as home owners looking to enter the rental property on preferred rates, and availability.Drafted and sent temporary rental lease agreements between Top Notch Vacation Rentals and prospective tenants.Filed all physical hardcopy leases onto a newly revamped digital storage software to help expedite booking process duration by 50%, reducing physical storage, and paper waste.

Jackson, New Hampshire, United States

Shannon Door Pub and Restaurant is an authentic Irish Pub that has operated in Jackson, NH since 1953. As a restaurant attendant I was primarily responsible for ensuring proper cleanliness of the restaurant to ensure an optimal dining experience, and safety for our guests. Tasks I was responsible for included answering incoming calls for take-out orders, processing order, and payment information in POS system. I also ensured that the restaurant remained clean, and welcoming for incoming guests, this required adapting to new procedures during covid-19. I also aided waiters, and waitresses with their respective service tasks during busy rushes.

North Conway, New Hampshire, United States

White Mountain Shovel and Lawn Care was an independent and student-led, snow shoveling operation, and lawn care maintenance. Responsible for maintaining lawns, and walkways for over 20 properties in the Bartlett-Jackson-North Conway area.Managed potential new clients looking to enter the shoveling program through property checks and rate approximation.Shoveled snow, and charged clients on a per storm basis depending on the size and location of the walkway/porch.Maintained business ledger and sent out monthly billing cycle to clients on the shoveling program.

Master Of Business Administration - Mba, Financial Analysis

Activities and Societies: Investment Management Academy - Co-Founder - 3/2 MBA

Bachelor Of Business Administration - Bba, Accounting And Finance, Senior

Activities and Societies: Instructor of Record (IOR) EDUC-X105 - Learning Strategies for Accounting