Summary
Overview
Work History
Education
Certification
Timeline
Generic

Cole J. Lippert

Shrewsbury,MA

Summary

Experienced Financial Analyst with a background in managing and interpreting financial data to support business decision-making. Strong skills in budgeting, forecasting, and financial modeling paired with the ability to communicate complex financial concepts clearly. Notable impact made on previous work through identifying opportunities and enhancing operational efficiency.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Financial Analyst

UNC Wilmington
Wilmington, NC
08.2023 - Current
  • Performed quantitative analysis of historical data to identify patterns or anomalies in the data set.
  • Prepared a demo index consisting of companies in the Blue Economy using market analysis strategies and creating advanced financial models through Microsoft Excel.

Portfolio Management Mentee/Intern

Factor Investment Group
Westborough, MA
01.2023 - Current
  • Collaborated with a partner/portfolio manager of an investment group for private clients, endowments, and institutions.
  • Participated in meetings to discuss current company projects and efficient investment strategies.

Server

Bluewater Grill
Wilmington, NC
08.2022 - 05.2024
  • Served approximately 40 people a night, working 4 days a week, generating ~$4,000 monthly revenue.
  • Implemented customer service skills, event management skills, and the ability to communicate effectively.

Loan Operations Internship

Avidia Bank
Hudson, MA
05.2022 - 08.2023
  • Covered complex life insurance and both residential and commercial bank loans work to support company projects.
  • Created a final presentation regarding both a financial plan and a marketing plan for the bank in its respective upcoming year.

Data Entry and Insurance

Meininger Chiropractic
Westborough, MA
01.2018 - 01.2020
  • Collecting data on all chiropractor clients using Microsoft Excel and on call with insurance companies.
  • Studied radiology and x-rays with a certified chiropractor.

Education

Bachelor of Science - Finance

University of North Carolina At Wilmington
Wilmington, NC
12-2024

International Business

Hochschule Bremen University
Bremen, Germany
07-2024

Certification

  • FMI Foundations in Financial Modeling Certified
  • Beta Alpha Psi International Member
  • Real Estate Investments Club UNCW - Vice President
  • Summer Camp Counselor (CIT), Teamworks, Northboro, MA
  • Food Bank, Food Bank of Central and Eastern NC, Wilmington, NC

Timeline

Financial Analyst

UNC Wilmington
08.2023 - Current

Portfolio Management Mentee/Intern

Factor Investment Group
01.2023 - Current

Server

Bluewater Grill
08.2022 - 05.2024

Loan Operations Internship

Avidia Bank
05.2022 - 08.2023

Data Entry and Insurance

Meininger Chiropractic
01.2018 - 01.2020

Bachelor of Science - Finance

University of North Carolina At Wilmington

International Business

Hochschule Bremen University
Cole J. Lippert