Cole Esposito
Summary
Driven financial professional and banker with a strong foundation in banking, financial services, and client relationship management. Experienced in supporting high-quality client experiences, identifying financial needs, and delivering solutions with professionalism, precision, and integrity. Brings a competitive mindset, strong communication skills, and a proven commitment to continuous growth and professional excellence. Credentials include SIE, insurance licensing, and New York Notary Public.
Overview
8
8
years of professional experience
Work History
Associate Banker
JPMorgan Chase & Co.
Scarsdale, NY
12.2025 - Current
- Provide client-focused support with everyday banking, account servicing, and transactions.
- Identify client needs and connect clients with appropriate banking solutions and specialists.
- Support branch operations with accuracy, compliance, and a strong client experience.
Financial Representative / Advisor
Fortis Lux Financial – A MassMutual Firm
Tarrytown, NY
08.2024 - 03.2025
- Coordinate client meetings, prepare financial materials, and support advisor-client communications.
- Assist with client onboarding, financial product education, administrative operations, and business development.
Finance Intern
FinTron Invest, LLC
Stamford, CT
01.2021 - 01.2021
- Managed CRM/database entry, conducted market research, and supported client presentations and pitch materials.
- Promoted digital financial services and helped educate users on FinTron’s mobile investing platform.
Finance & Operations Support
Tru Green Maintenance Corp. / Tru Organics Pest Control
Mohegan Lake, NY
01.2019 - Current
- Supported financial and marketing operations, including QuickBooks data entry, RFPs, and social media marketing.
Education
Bachelor of Science - Finance
University At Albany, State University of New York
Albany, NY05-2024
Bachelor of Science - Finance
Sacred Heart University
Fairfield, CT05-2022
Skills
- NY Life, Accident and Health Insurance Agent/Broker Exam Series 17-55
- New York Notary Public
- Securities Industry Essentials (SIE)
- Microsoft Excel (VLOOKUP, PivotTables) PowerPoint Word Basic Programming Social Media Marketing
LEADERSHIP & ACTIVITIES
American Foundation for Suicide Prevention, Volunteer, Capital Region, NY
EXTRACURRICULAR ACTIVITIES
- NCAA Division I Football Student-Athlete — University at Albany (CAA Champion 2023) | Sacred Heart University (NEC Champion 2021)
- Assistant Football Coach — Kennedy Catholic Prep | July 2024 – Present
Timeline
Associate Banker
JPMorgan Chase & Co.
12.2025 - Current
Financial Representative / Advisor
Fortis Lux Financial – A MassMutual Firm
08.2024 - 03.2025
Finance Intern
FinTron Invest, LLC
01.2021 - 01.2021
Finance & Operations Support
Tru Green Maintenance Corp. / Tru Organics Pest Control
01.2019 - Current
Bachelor of Science - Finance
University At Albany, State University of New York
Bachelor of Science - Finance
Sacred Heart University