Cole Elliott

- Responsible for regional distribution of RiverFront’s suite of SMA model portfolio and Custom Portfolio Solutions businesses

- Collaborate with Regional Sales Consultant to drive AUM growth and deepen existing client relationships

- Articulate RiverFront’s strategic/tactical investment process and overarching value proposition

- Drove annual Regional gross asset flows of $280 Million (through 11/30/25)

- Collaborated with Regional Director to execute regional business plan and drive AUM growth

- Articulated RiverFront’s investment outlook and overarching value proposition to clients

- Facilitated seamless delivery of investment proposals, portfolio materials, and other critical client resources

- Helped successfully prepare all marketing materials and proper set up for RiverFront Due Diligence events

- Communicate website data analytics to help drive client/prospect discovery and engagement

- Provide administrative support to other Regional Sales Consultants as needed