Cole Laird
Nashville Metropolitan Area
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Brother
Pi Kappa Alpha International Fraternity
Knoxville, Tennessee, United States
08.2021 - Current
- Cultivated leadership, teamwork, and communication skills through active engagement in fraternity activities and initiatives.
- Demonstrated respect, friendliness, and willingness to help wherever needed.
Financial Advisor Consultant
COSEY FINANCIAL SERVICES INC
05.2025 - 07.2025
- Formulated customized financial strategies to address unique client requirements.
- Analyzed market trends to provide informed investment recommendations.
- Conducted comprehensive risk assessments to optimize client portfolios.
Financial Advisor Consultant
COSEY FINANCIAL SERVICES INC
Knoxville, Tennessee, United States
06.2024 - 08.2024
Student Ambassador
Pellissippi State Community College
Knoxville, Tennessee, United States
01.2024 - 08.2024
- Acted as a crucial liaison between Pellissippi State Community College and prospective students by delivering informative and engaging campus tours.
- Mentored new ambassadors, providing training on best practices for student outreach and engagement.
Audit Intern
Maplehurst LLC
Albany, Georgia, United States
07.2023 - 07.2023
- Auditor with Maplehurst LLC, entrusted with ensuring regulatory compliance and financial integrity within the healthcare sector, specifically at Phoebe Hospital. Proficient in conducting meticulous audits, identifying areas for improvement, and implementing effective solutions to streamline processes and mitigate risks. Demonstrated ability to collaborate cross-functionally, communicate findings clearly, and uphold the highest standards of accuracy and accountability. Proven track record of delivering results in fast-paced environments while adhering to strict deadlines and maintaining confidentiality.
Audit Intern
Maplehurst LLC
Albany, Georgia, United States
07.2022 - 07.2022
- Executed comprehensive audits to ensure regulatory compliance and financial integrity within healthcare sector at Phoebe Hospital.
- Mentored junior interns on audit methodologies and best practices.
Door to Door Salesperson
Urbanex Pest Control
Nashville, Tennessee, United States
02.2022 - 06.2022
- Developed targeted sales pitches to generate leads and consistently exceed sales targets, enhancing overall revenue.
- Conducted thorough assessments of pest control needs to tailor service recommendations
- Demonstrated product knowledge and benefits during customer interactions, enhancing sales effectiveness
Education
Bachelor - Business Administration
Arizona State University
Tempe, AZHigh School Diploma -
Davidson Academy
Nashville, TNAssociate's degree - Accounting
Pellissippi State Community College
Knoxville, TN12.2024
Skills
- Financial Analysis
- Data Analysis
- Account Management
- Problem-solving
- Friendly, positive attitude
- Computer skills
- Artificial intelligence proficiency
Certification
- Microsoft Excel Skills Badge
- Bloomberg Finance Fundamentals
Timeline
Financial Advisor Consultant
COSEY FINANCIAL SERVICES INC
05.2025 - 07.2025
Financial Advisor Consultant
COSEY FINANCIAL SERVICES INC
06.2024 - 08.2024
Student Ambassador
Pellissippi State Community College
01.2024 - 08.2024
Audit Intern
Maplehurst LLC
07.2023 - 07.2023
Audit Intern
Maplehurst LLC
07.2022 - 07.2022
Door to Door Salesperson
Urbanex Pest Control
02.2022 - 06.2022
Brother
Pi Kappa Alpha International Fraternity
08.2021 - Current
Bachelor - Business Administration
Arizona State University
High School Diploma -
Davidson Academy
Associate's degree - Accounting
Pellissippi State Community College