Kole Fox
Boca Raton,FL
Summary
Three years in finance roles, including consulting at A4M, financial advising at Breakaway Wealth, and real estate at Blue Realty. Graduating with a Finance degree from FAU. Skilled in financial modeling, valuation techniques, and strategic investment planning. Proven success in client relationship management and closing high-value deals. Strong analytical and problem-solving abilities.
Overview
5
5
years of professional experience
1
1
Certification
5
5
years of post-secondary education
Work History
Realtor
Blue Realty/gmac Real Estate
Coral Springs , FL
2022.03 - Current
- Collaborated with various stakeholders including appraisers, title companies, lenders, and home inspectors to streamline closing procedures.
- Assisted clients in obtaining financing options such as mortgages or loans.
- Negotiated contracts between buyers and sellers to reach agreement on price and terms of sales.
Consultant
A4M
Boca Raton , FL
2021.02 - Current
- Collaborated with A4M as a consultant, dedicated to reshaping the landscape of contemporary medicine
- Served under the guidance of Dr. Robert Goldman, the chairman, for close to 4 years
- The American Academy of Anti-Aging Medicine(A4M) holds the position as the leading provider of ongoing medical education in longevity medicine, metabolic resilience, and holistic patient care.
Financial Advisor Intern
Breakaway Wealth
Hoboken , NJ
2024.05 - 2024.08
- Assisted senior advisors in preparing detailed proposals for potential clients based on their objectives.
- Analyzed financial statements of prospective clients to assess their risk tolerance level.
- Evaluated different types of investments such as stocks, bonds, mutual funds, annuities, for suitability to a client's individual needs.
Bartender
The Boca Raton Resort and Club
Boca Raton , FL
2020.01 - 2022.07
- Developed good working relationships with fellow employees through effective communication.
- Managed cash drawer at the end of each shift ensuring accuracy of funds received.
Education
Bachelor of Arts - Finance
Florida Atlantic University
Boca Raton, FL 2020.01 - 2024.08
Skills
- Financial modeling
- Valuation Techniques
- Excel Proficiency
- Analytical Skills
- Mergers and Acquisitions
- Networking Abilities
- Problem Solving
- Investor Relations
- Capital Raising
- Variance Analysis
Websites
Certification
- Florida Real Estate License
- Securities Industry Essential License(SIE)
- Corporate Finance Fundamentals(CFI)
Affiliations
- The Investment Association at Florida Atlantic University
References
References available upon request.
Timeline
Financial Advisor Intern
Breakaway Wealth
2024.05 - 2024.08
Realtor
Blue Realty/gmac Real Estate
2022.03 - Current
Consultant
A4M
2021.02 - Current
Bartender
The Boca Raton Resort and Club
2020.01 - 2022.07
Bachelor of Arts - Finance
Florida Atlantic University
2020.01 - 2024.08
- Florida Real Estate License
- Securities Industry Essential License(SIE)
- Corporate Finance Fundamentals(CFI)
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