Cole Peake
Flemington
Summary
Insightful Financial Advisor known for high productivity and efficient task completion. Specialize in financial planning, risk management, and client portfolio optimization. Excel in communication, adaptability, and problem-solving to meet diverse client needs and deliver tailored financial advice.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Solutions Advisor
Merrill Lynch
09.2024 - Current
- Foster relationships with high-net-worth clients; assisting them with complex financial needs and goals by building creative and concise personal financial plans
- Run and comprehend financial analysis on client financial decisions and investment portfolios
- Work strategically with other advisors, support teams, and external professionals like CPAs, Attorneys, and Estate planners to plan for clients and maintain an efficient practice
Financial Advisor
Prudential Financial
07.2023 - 09.2024
- Achieved a comprehensive understanding of clients' financial goals and needs through meticulous fact-finding procedures.
- Developed and actioned a lead outreach process consisting of making 200-300 calls a week and multiple touch points including emails and mailing that resulted in consistently setting 10-12 meetings per week
- Contributed to the creation and execution of multiple marketing initiatives, encompassing 401k plans for small to medium-sized construction enterprises, facilitating the job transition process for healthcare practitioners, and managing relationships with established insurance customers.
- Collaborated with other financial advisors to enhance productivity and efficiency.
- Developed a personal business plan to define, track, action, and achieve goals pertaining to revenue, professional expertise, and continued education.
Bartender
Olde Queens Tavern
08.2021 - 05.2023
- Maintained a consistent work schedule and reliably covered for co-workers while pursuing a college education.
- Efficiently serviced over 200 customers per night, honing time management skills for consistent productivity
Intern
Mindful Wealth Management Ameriprise Financial Services
01.2023 - 01.2023
- Engaged in numerous client meetings discussing various topics like insurance policies and asset management.
- Developed proficiency in creating customer reports through knowledge gained from the fact-finding process.
Sales Development Representative
Strava Technology Group
05.2021 - 08.2021
- Played an instrumental role in the success of a start-up company's sales team by driving business-to-business sales of Customer Relationship Management software
- Generated and followed through with 500 business to business Sales leads in a span of 2 months, implementing cold calling techniques to connect with business owners and successfully arranging more than 20 initial meetings
- Aided sales team in contract development and closing out negotiations for numerous important clients.
Childcare Provider
HealthQuest Fitness Center
08.2017 - 08.2020
- Successfully balanced my work schedule and high school commitments, while consistently participating in high-level sports activities.
- Collaborated with co-workers to prioritize the safety of children under care.
Education
Bachelor of Science - Finance
RUTGERS, THE STATE UNIVERSITY OF NEW JERSEY
New Brunswick, NJ08.2023
Skills
- Proficient in back office systems and trade platforms
- Organization and planning for business operations
- Retirement planning and Portfolio management
- Financial forecasting
- Financial plan development
- Investment advice
Certification
- Chartered Retirement Planning Counselor
- Series 7
- Series 66
- NJ Life
- NJ Health
Timeline
Financial Solutions Advisor
Merrill Lynch
09.2024 - Current
Financial Advisor
Prudential Financial
07.2023 - 09.2024
Intern
Mindful Wealth Management Ameriprise Financial Services
01.2023 - 01.2023
Bartender
Olde Queens Tavern
08.2021 - 05.2023
Sales Development Representative
Strava Technology Group
05.2021 - 08.2021
Childcare Provider
HealthQuest Fitness Center
08.2017 - 08.2020
Bachelor of Science - Finance
RUTGERS, THE STATE UNIVERSITY OF NEW JERSEY