Vice President Financial Consultant@ Charles Schwab
Greater Phoenix Area
Cole Adamson
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University of Arizona
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FlashIntel GPT
Tell me more about Cole Adamson?
FlashIntel GPTCole Adamson is a highly experienced professional with 19.9 years of work experience in various finance roles. He has a strong background in leadership, financial services, investments, sales, and relationship management. Cole is known for his expertise in entrepreneurship, performance motivation, conflict management, and analysis. He has worked for reputable companies such as Charles Schwab, Morgan Stanley, and Scottrade, where he held positions such as VP Financial Consultant and Branch Manager. Cole's extensive experience and skills make him a valuable asset in the finance industry.
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Emails and Phone Numbers
About
“The best way to predict the future is to create it.” – Abraham Lincoln
Work Experience
Vice President Financial Consultant
Vice President Financial Consultant
Financial Services
Cole Adamson's Professional Milestones
- Investment Specialist (2007-01-01~2010-01-01): Identifying profitable investments that minimize risk and expand company's market share.
- Wealth Management Analyst (2004-01-01~2006-04-01): Analyzing client financial data to identify opportunities and inform strategic investment decisions.
Education
Business
2001-2006Skill
Leadership
Financial Services
Investments
Sales
Relationship Management
Entrepreneurship
Performance Motivation
Conflict Management
Analysis
Asset Allocation
Business Relationship Management
Crm
Customer Service
Equities
Financial Planning
Finance
Management
Microsoft Excel
Microsoft Office
Retirement Planning
Risk Management
Sales Management
Securities
Securities Regulation
Series 6
Certification
Colleagues
Kelly D Casey
Product Owner
Brian Hebert, MBA, CSPO
Product Owner/Sr Client Management Specialist
Saira Zafar
Sr. Product Owner - eComm Archival & Supervision Platform | SAFe PO/PM
Tim Radebaugh
Senior Product Owner
Chase Turner
ceo owner of hank s carpet cleaning
Other Named Cole Adamson
Frequently asked questions
We found 5 Cole Adamson's email addresses
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Cole Adamson's social media include: Linkedin,
Cole Adamson works for Charles Schwab
Cole Adamson's role in Charles Schwab is Vice President Financial Consultant
Cole Adamson works in the industry of Financial Services
Cole Adamson's colleagues are Kelly D Casey,Brian Hebert, MBA, CSPO,Saira Zafar
Cole Adamson's latest job experience is Vice President Financial Consultant at Charles Schwab
Cole Adamson's latest education in University of Arizona
