Investment Strategist At W.A. Smith Financial Group
Current
Sep 2021 - Present
AeroLeads people directory · profile
Coley Neel, Cfa Email & Phone Number
Investment Strategist at W.A Smith Financial Group
at
W.A. Smith Financial Group
1 work email found
@wellsfargo.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Strategist at W.A Smith Financial Group
Location
Peninsula, Ohio, United States
Who is Coley Neel, Cfa? Overview
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Quick answer
Coley Neel, Cfa is listed as Investment Strategist at W.A Smith Financial Group at W.A. Smith Financial Group, based in Peninsula, Ohio, United States. AeroLeads shows a work email signal at wellsfargo.com and a matched LinkedIn profile for Coley Neel, Cfa.
Coley Neel, Cfa previously worked as Investment Strategist at W.A. Smith Financial Group at W.A. Smith Financial Group and Business Initiatives Manager at Wells Fargo. Coley Neel, Cfa holds Mba, Finance, Accounting from Indiana University - Kelley School Of Business.
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Email format at W.A. Smith Financial Group
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*@wellsfargo.com
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Profile bio
About Coley Neel, Cfa
SENIOR FINANCIAL PROFESSIONAL20+ years of corporate finance and capital markets experience, including treasury, peer analysis, corporate policies and procedures, investment policy development, equity research, attribution analysis, fixed income and equities trading, portfolio management, CCAR, DFAST, and stress testing.
Listed skills include Bloomberg, Microsoft Excel, Microsoft Word, Microsoft Office, and 22 others.
Current workplace
Coley Neel, Cfa's current company
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6 roles · 19 years
Coley Neel, Cfa work experience
A career timeline built from the work history available for this profile.
Business Initiatives Manager
- Manage multiple business groups, analyzing key inputs and chapter narratives, to ensure results are integrated into overall Federal Reserve response
- Leverage regulatory (CCAR/DFAST), peer analysis dashboards, and policy & procedure development experience to build a consistent thesis
Mar 2017 - Jul 2021
Manager, Funding Desk / Capital Management
- Worked with the FP&A team to determine impacts on regulatory capital based on scenario forecast analyses
- Developed CCAR and DFAST submission for the Federal Reserve; member of the first Ally team to receive CCAR non-objection
- Leveraged prior capital market experiences, financial modeling capabilities, and peer analysis to improve the Treasury Capital Management and Funding Desk process
- Managed funding requirements for both Ally Financial and Ally Bank; monitored daily cash balances and collaborated with Liquidity Forecasting and Risk teams
Feb 2011 - Dec 2016
Vice President Wealth Management
- Managed client portfolio construction based on investment analysis (Trust Umbrella), financial modeling, and policy statement development; Led 100+ client relationships, AUM of approximately $150M
- Provided clients risk management insights based on prior capital market roles
2009 - 2011
~2 yrs
Equity Research Analyst
Munder Capital Management
- Performed fundamental equity analysis, making recommendations for investment decisions on the firm’s Small/Mid/Micro-Cap portfolios; conducted in-depth research for both industry and company-specific trends
- Developed peer analysis reports for multiple industries to determine opportunities based on factors such as margin expansion, increasing net charge-offs and inventory turnover
- Led meetings with management teams, investor relations, and sell-side analysts; collaborated with Portfolio Managers to develop shareholder communications, providing detailed attribution analysis with a clear.
2007 - 2009
~2 yrs
Senior Trader
Peters Securities, Lp (Equities), International Trading Group, Shatkin And Arbor
Successfully traded equities, futures, and options while consistently exceeding revenue targets. Trained, mentored, and managed junior equity traders. Served on multiple investment committees.
Jun 1996 - May 2006
2 education records
Coley Neel, Cfa education
Mba, Finance, Accounting
Indiana University - Kelley School Of Business
Bachelor Of Science, Financial Management
University Of Arkansas
FAQ
Frequently asked questions about Coley Neel, Cfa
Quick answers generated from the profile data available on this page.
What company does Coley Neel, Cfa work for?
Coley Neel, Cfa works for W.A. Smith Financial Group.
What is Coley Neel, Cfa's role at W.A. Smith Financial Group?
Coley Neel, Cfa is listed as Investment Strategist at W.A Smith Financial Group at W.A. Smith Financial Group.
What is Coley Neel, Cfa's email address?
AeroLeads has found 1 work email signal at @wellsfargo.com for Coley Neel, Cfa at W.A. Smith Financial Group.
Where is Coley Neel, Cfa based?
Coley Neel, Cfa is based in Peninsula, Ohio, United States while working with W.A. Smith Financial Group.
What companies has Coley Neel, Cfa worked for?
Coley Neel, Cfa has worked for W.A. Smith Financial Group, Wells Fargo, Ally, Pnc, and Munder Capital Management.
How can I contact Coley Neel, Cfa?
You can use AeroLeads to view verified contact signals for Coley Neel, Cfa at W.A. Smith Financial Group, including work email, phone, and LinkedIn data when available.
What schools did Coley Neel, Cfa attend?
Coley Neel, Cfa holds Mba, Finance, Accounting from Indiana University - Kelley School Of Business.
What skills is Coley Neel, Cfa known for?
Coley Neel, Cfa is listed with skills including Bloomberg, Microsoft Excel, Microsoft Word, Microsoft Office, Capital Iq, Equities, Powerpoint, and Analytics.
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