Equity Research Associate
Current
Aug 2023 - Present
AeroLeads people directory · profile
Ross Cole Email & Phone Number
Equity Research Associate at Needham & Company
at
Needham & Company
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Equity Research Associate at Needham & Company
Location
Greater Boston, United States, United States
Company size
Who is Ross Cole? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Ross Cole is listed as Equity Research Associate at Needham & Company at Needham & Company, a company with 225 employees, based in Greater Boston, United States, United States. AeroLeads shows a matched LinkedIn profile for Ross Cole.
Ross Cole previously worked as Equity Research Associate at Needham & Company and Fixed Income Portfolio Analyst at Wellington Management. Ross Cole holds Master Of Science - Ms, Finance from Boston College Carroll School Of Management.
Company email context
Email format at Needham & Company
This section adds company-level context without repeating Ross Cole's masked contact details.
Needham & Company
Review company-level records connected to Ross Cole before choosing the right outreach path.
Profile bio
About Ross Cole
Results-driven financial professional with expertise in analysis, risk management, and compliance. Skilled in complex data analysis, trend identification, and optimizing financial performance. Strong problem-solving and quantitative abilities. Collaborative team player with excellent communication skills. Committed to ethics and financial success.
Current workplace
Ross Cole's current company
Company context helps verify the profile and gives searchers a useful next step.
Needham & Company
8 roles
Ross Cole work experience
A career timeline built from the work history available for this profile.
Fixed Income Portfolio Analyst
Jul 2022 - Jun 2023
Guideline Monitoring Analyst
Aug 2019 - Jul 2022
Operations Specialist
Jul 2017 - Aug 2019
Student Services Assistant
¥ Open and close the office and handle daily communications and inquiries¥ Provide administrative support including preparing and organizing documentsCoordinate logistics and scheduling for department events
Sep 2013 - Jul 2017
Portfolio Services Co-Op
¥ Helped with post-trade settlement for 72 Hong Kong based accounts¥ Processed daily cash flows sent from both clients and custodian banks for Hong Kong based accounts¥ Assisted in setting up 12 accounts to trade through the Shanghai and Shenzhen Connects¥ Monitored all activity in highly sensitive accounts and addressed any potential issues¥ Performed a.
Jul 2016 - Jan 2017
System Operations Specialist Co-Op
¥ Compiled and analyzed daily and monthly reporting for several highly sensitive accounts before sending to portfolio management teams, traders, or members of my team¥ Monitored all the domestic and international zero-tolerant to overdraft accounts, and balanced the account if overdraft charges were incurred¥ Monitored the daily non-working balance report.
Jul 2015 - Jan 2016
Legislative Co-Op
Office Of Senator Sal Didomenico
¥ Assisted with constituent services in matters concerning housing and EBT status¥ Drafted letters and documents including press releases, quotes, and letters of support or recommendation¥ Provided administrative support including answering the phone, assisting visitors, responding to letters, and ordering supplies¥ Coordinated logistics and scheduling for.
Jul 2014 - Jan 2015
Team & coworkers
Colleagues at Needham & Company
Other employees you can reach at needhamco.com. View company contacts for 225 employees →
IB
Ian Black
Colleague at Needham & Company
Minneapolis, Minnesota, United States, United States
View →
GR
Gary Russillo
Colleague at Needham & Company
San Rafael, California, United States, United States
View →
KA
Kareem Ali
Colleague at Needham & Company
San Francisco, California, United States, United States
View →
JP
Jason P Mayor
Colleague at Needham & Company
Canada, Canada
View →
ND
Nick Doyle
Colleague at Needham & Company
New York, New York, United States, United States
View →
JT
John Thompson
Colleague at Needham & Company
Sherborn, Massachusetts, United States, United States
View →
JJ
John Juco
Colleague at Needham & Company
New York City Metropolitan Area, United States
View →
K(
Kate (Qingmiao) Gan
Colleague at Needham & Company
United States, United States
View →
SC
Shawn C.
Colleague at Needham & Company
Greater Boston, United States
View →
BD
Bill Dejianne
Colleague at Needham & Company
Edison, New Jersey, United States, United States
View →
Ian Black
Colleague at Needham & Company
Minneapolis, Minnesota, United States, United States
View →
GR
Gary Russillo
Colleague at Needham & Company
San Rafael, California, United States, United States
View →
KA
Kareem Ali
Colleague at Needham & Company
San Francisco, California, United States, United States
View →
JP
Jason P Mayor
Colleague at Needham & Company
Canada, Canada
View →
ND
Nick Doyle
Colleague at Needham & Company
New York, New York, United States, United States
View →
JT
John Thompson
Colleague at Needham & Company
Sherborn, Massachusetts, United States, United States
View →
JJ
John Juco
Colleague at Needham & Company
New York City Metropolitan Area, United States
View →
K(
Kate (Qingmiao) Gan
Colleague at Needham & Company
United States, United States
View →
SC
Shawn C.
Colleague at Needham & Company
Greater Boston, United States
View →
BD
Bill Dejianne
Colleague at Needham & Company
Edison, New Jersey, United States, United States
View →
4 education records
Ross Cole education
Master Of Science - Ms, Finance
Master Of Business Administration - Mba
Bachelor Of Arts In Economics And International Affairs With A Middle East Studies Minor, Economics And International Affairs
Master Of Business Administration - Mba, Finance
FAQ
Frequently asked questions about Ross Cole
Quick answers generated from the profile data available on this page.
What company does Ross Cole work for?
Ross Cole works for Needham & Company.
What is Ross Cole's role at Needham & Company?
Ross Cole is listed as Equity Research Associate at Needham & Company at Needham & Company.
Where is Ross Cole based?
Ross Cole is based in Greater Boston, United States, United States while working with Needham & Company.
What companies has Ross Cole worked for?
Ross Cole has worked for Needham & Company, Wellington Management, Bracebridge Capital, Llc, Northeastern University, and Office Of Senator Sal Didomenico.
Who are Ross Cole's colleagues at Needham & Company?
Ross Cole's colleagues at Needham & Company include Ian Black, Gary Russillo, Kareem Ali, Jason P Mayor, and Nick Doyle.
How can I contact Ross Cole?
You can use AeroLeads to view verified contact signals for Ross Cole at Needham & Company, including work email, phone, and LinkedIn data when available.
What schools did Ross Cole attend?
Ross Cole holds Master Of Science - Ms, Finance from Boston College Carroll School Of Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Ross Cole you were looking for.
View similar profiles
