Cole Bavery

• Analyzed market trends to pinpoint and capitalize on profitable trading opportunities.
• Analyzed market trends to identify profitable trading opportunities.
• Monitored positions and adjusted trades proactively in response to market movements.
• Collaborated with traders to exchange insights and refine strategies for improved trading outcomes.
• Completed trades on energy derivatives as well as other sectors, increasing profits exponentially.
• Monitored market trends and volatility to inform trading decisions effectively.

• Consulted with clients to assess and meet short- and long-term financial goals.
• Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
• Assisted in preparing documentation for investment applications and policy reviews.
• Prepared documentation for investment applications and policy reviews, ensuring compliance and accuracy.
• Developed niche in retirement planning, becoming go-to advisor for clients approaching retirement.

• Developed personalized financial plans for clients based on individual goals.
• Clarified advantages and disadvantages of financial products for clients, enhancing product understanding and satisfaction.
• Conducted market research to identify financial trends and regulations, ensuring informed client guidance.
• Educated clients on insurance products and investment strategies, empowering them to make informed financial decisions.
• Collaborated with estate planning attorneys to ensure cohesive strategy implementation for clients.

• Simplified complex healthcare concepts for customers, enhancing their understanding.
• Informed clients about insurance policy details and benefits, ensuring informed decision-making.
• Processed changes in insurance policies and periodically reassessed client needs.
• Processed policy changes and reassessed client needs, maintaining alignment with evolving coverage requirements.
• Was continuously in the top 10% of producers in the company.

• Competed as an athlete on the Wisconsin Badgers Wrestling team.
• Executed rigorous training regimens and conditioning programs to enhance physical fitness and performance readiness.
• Collaborated with coaches and teammates during practices to foster team cohesion and improve collective strategies.
• Supported team goals by maintaining peak physical condition and performance levels.

- GPA: 4.0

- Dean's List Honors each semester

- BadgersGiveBack Program Volunteer

- Dean's List Honors Each Semester

- Letters & Science Club Member

- Student-Athlete (Wrestling)

- GPA: 3.7

- 2016-2020 Academic All-State