Cole Gamel
Charlotte,NC
Summary
Motivated professional currently with Ameriprise Financial, bringing experience in sales, analysis, and advisor support. Strong communicator who enjoys proactive outreach, relationship building, and working toward measurable goals in fast-paced, performance-driven environments. Strong history of using leadership, communication and teamwork to complete tasks. Hands-on professional experience reinforced by a solid academic foundation
Overview
3
3
years of professional experience
Work History
Business Coordinator
Ameriprise Financial
Charlotte, NC
06.2025 - Current
- Collaborated cross-functionally with internal teams to resolve advisor account issues efficiently.
- Managed advisor termination cases, helped coordinate the collection of outstanding balances and ensuring proper account resolution.
- Assisted in monitoring and reporting on collection performance metrics, including recovery rates and balances.
- Processed advisor internal client transfers, reviewing requests in accordance with company policy.
Consumer Loan Intern
Republic Finance
Wilmington, NC
08.2024 - 03.2025
- Drove new loan origination through proactive prospecting and client relationship development.
- Supported end-to-end loan application processing by preparing documentation for underwriting decisions.
- Analyzed borrower financials and credit profiles to evaluate risk and eligibility.
- Maintained accurate loan files and customer records through consistent data management.
Accounting Intern
Southland Companies
Wilmington, NC
12.2023 - 06.2024
- Prepared month-end closing entries for detailed reporting and record keeping.
- Used Microsoft productivity software.
- Processed property tax documentation for homestead exemptions.
- Organized existing files to ensure accurate storage of records.
Sales Associate
To Serve Contracting
Wilmington, NC
06.2023 - 01.2024
- Door to Door Sales.
- Consistently exceeded monthly and quarterly sales targets.
- Successfully identified opportunities to cross-sell complementary products and upsell premium options.
- Conducted market research to stay updated on industry trends, competitor offerings, and customer preferences.
Education
Bachelor of Science - Finance
Cameron School of Business, University of North Carolina Wilmington
Wilmington, NC05-2025
Skills
- Leadership
- Professional Communication
- Problem Solving
- Time Management
- Sales & Negotiation Skills
Timeline
Business Coordinator
Ameriprise Financial
06.2025 - Current
Consumer Loan Intern
Republic Finance
08.2024 - 03.2025
Accounting Intern
Southland Companies
12.2023 - 06.2024
Sales Associate
To Serve Contracting
06.2023 - 01.2024
Bachelor of Science - Finance
Cameron School of Business, University of North Carolina Wilmington