Cole Bavery
Madison,WI
Summary
Thank you for your time spent reviewing my resume, as I hope to be a perfect addition to your team. I view myself as a results-driven financial professional with a strong background in client consultation and team collaboration. Being known for innovative problem-solving, effective communication, and my dedication to delivering impactful financial services makes me an ideal fit for this position.
Overview
5
5
years of professional experience
Work History
Financial Advisor
Legacy Advisor Network
Middleton, WI
01.2024 - Current
- Facilitated workshops to promote financial literacy among diverse client groups.
- Consulted with clients to assess and meet short- and long-term financial goal.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Assisted in preparing documentation for investment applications and policy reviews.
Financial Advisor
Mass Mutual Financial
Madison, WI
05.2023 - 01.2024
- Developed personalized financial plans for clients based on individual goals.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
- Conducted regular market research to stay updated on financial trends and regulations.
- Educated clients on insurance products and investment strategies for informed decisions.
Life & Health Insurance Agent
American Income Life
Madison, Wisconsin
05.2022 - 08.2023
- Explained complex healthcare concepts to customers in an easy-to-understand way.
- Educated clients on insurance policy details and benefits.
- Conducted needs assessments to identify client coverage requirements.
- Processed changes in insurance policies and periodically reassessed client needs.
Student-Athlete
UW-Madison
Madison, WI
08.2020 - 02.2023
- Athlete for the University of Wisconsin-Madison Wrestling team.
Education
MBA - Finance
University of Wisconsin, Whitewater
Whitewater, WI12-2027
Bachelor of Science - Personal Finance
University of Wisconsin, Madison
Madison, WI05-2024
Skills
- Licensed in life and health insurance
- Experienced in exercising the principles of accounting
- Efficient in conducting market research
- Experienced in executing various networking strategies
- Well versed in employee benefits consulting
- Exemplifies excellent team collaboration skills
- 4 years of independent options trading
- Possesses new and innovative approaches to financial planning
Languages
English
Full Professional
Spanish
Professional
Timeline
Financial Advisor
Legacy Advisor Network
01.2024 - Current
Financial Advisor
Mass Mutual Financial
05.2023 - 01.2024
Life & Health Insurance Agent
American Income Life
05.2022 - 08.2023
Student-Athlete
UW-Madison
08.2020 - 02.2023
MBA - Finance
University of Wisconsin, Whitewater
Bachelor of Science - Personal Finance
University of Wisconsin, Madison