Client Service Associate
Current
Sep 2024 - Present
AeroLeads people directory · profile
Cole Pine Email & Phone Number
Client Service Associate
at
Fortem Financial
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Client Service Associate
Location
Scottsdale, Arizona, United States
Who is Cole Pine? Overview
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Quick answer
Cole Pine is listed as Client Service Associate at Fortem Financial, based in Scottsdale, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Cole Pine.
Cole Pine previously worked as Financial Advisor at De La Torre Wealth Strategies and Financial Advisor at Massmutual Oregon. Cole Pine holds Bachelor Of Science - Bs, Finance from Oregon State University.
Company email context
Email format at Fortem Financial
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Fortem Financial
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Profile bio
About Cole Pine
I am an Oregon State University alumni and grew up in the Portland area. When I’m not helping my clients, you can find me at a golf course, hiking all over the beautiful state of Arizona, and spending time with the people I love. My background, experience and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.
Listed skills include Leadership, Teamwork, Microsoft Word, Analytical Skills, and 8 others.
Current workplace
Cole Pine's current company
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7 roles
Cole Pine work experience
A career timeline built from the work history available for this profile.
Financial Advisor
De La Torre Wealth Strategies
May 2022 - Sep 2024
Financial Advisor
Oct 2021 - Sep 2024
Financial Representative
I help people develop a clear understanding of their options for insurance protection and group benefits options. I take pride in aligning my clients' goals with the appropriate recommendations to help them get there.
May 2021 - Oct 2021
Financial Representative
I started my career in advising at Northwestern Mutual and learned what it takes to be a successful advisor. Ultimately, I wanted to work on an open platform and MassMutual provides a great opportunity for where my practice is headed.
Jan 2021 - May 2021
Financial Advising Intern
Jun 2019 - Aug 2019
Sales Representative
I helped high schools across the country with fundraising by calling businesses and getting them to buy advertising space in the schools game programs.
Jun 2017 - Sep 2017
1 education record
Cole Pine education
-
Oregon State University
FAQ
Frequently asked questions about Cole Pine
Quick answers generated from the profile data available on this page.
What company does Cole Pine work for?
Cole Pine works for Fortem Financial.
What is Cole Pine's role at Fortem Financial?
Cole Pine is listed as Client Service Associate at Fortem Financial.
Where is Cole Pine based?
Cole Pine is based in Scottsdale, Arizona, United States while working with Fortem Financial.
What companies has Cole Pine worked for?
Cole Pine has worked for Fortem Financial, De La Torre Wealth Strategies, Massmutual Oregon, Northwestern Mutual, and Pacific Capital Resource Group.
How can I contact Cole Pine?
You can use AeroLeads to view verified contact signals for Cole Pine at Fortem Financial, including work email, phone, and LinkedIn data when available.
What schools did Cole Pine attend?
Cole Pine holds Bachelor Of Science - Bs, Finance from Oregon State University.
What skills is Cole Pine known for?
Cole Pine is listed with skills including Leadership, Teamwork, Microsoft Word, Analytical Skills, Social Media, Microsoft Excel, Sie, and Problem Solving.
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