David Cole Email & Phone Number

United States

Dallas, Texas

Arlington, Tx

Leading workshops and presentations toward the goal of increasing financial literacy and personal financial understanding.Creating supporting material to assist in education of financial literacy and personal finance, including Powerpoint presentations, brochures, flyers, papers, and more.Reaching out to organizations and individuals by phone and email to coordinate opportunities to speak with individuals and groups, as well as to share events that are sponsored by the Financial Literacy and Personal Finance program.

Dallas, Texas

Irving, Tx

Created and edited several Excel based documents and reports which included the use of Vlookups, Pivot Tables, and other advanced functions.Conducted research and and wrote summaries, including composing reports from documents such as the FDIC Quarterly Banking Profile, as well writing summaries of weekly commodities trends and other general macroeconomic trends.Utilized SNL financials as well as call reports for the creation of summary and reports.Assisted the efforts of sales through the creation and editing of pitchbooks, as well as providing supporting documents.Created in-depth reports based off of economic metrics such as unemployment rates, as well as several housing related metrics such as regional housing starts, and house price index. These reports included constructing the data in a usable form and creating graphics, as well as drafting commentary for the reports.