Alan Cole Email & Phone Number
Vice President, Retirement Plan Consulting @ OneDigital Health and Benefits
Alan Cole Location
Atlanta, GA, US
Alan Cole Work
- 2022 - now Vice President, Retirement Plan Consulting @ OneDigital Health and Benefits
- 2016 - 2022 Senior Director, Higher Education Sales @ TIAA
- 2013 - 2015 Managing Director and Senior Vice President - Private Wealth Management @ SunTrust Investment Services, Inc.
- 2001 - 2013 Wealth Management Advisor @ TIAA
- 2000 - 2001 Financial Consultant @ Merrill Lynch
- 1998 - 2000 Financial Analyst @ McKesson Health Solutions
- 1995 - 1997 Administrative Manager @ North General Hospital
Alan Cole Education
- Brown University
- Georgia State University - J. Mack Robinson College of Business
MBA
Alan Cole Skills
- Portfolio Management
- Strategic Financial Planning
- Capital Markets
- Management
- Investment Banking
- Strategic Financial
- Investments
- Financial Planners
- Asset Management
- Finance
Alan Cole Summary
Alan Cole, based in Atlanta, GA, US, is currently a Vice President, Retirement Plan Consulting at OneDigital. Alan Cole brings experience from previous roles at TIAA, SunTrust Investment Services, Inc., TIAA-CREF and Merrill Lynch. Alan Cole holds a Brown University. With a robust skill set that includes Portfolio Management, Strategic Financial Planning, Capital Markets, Management, Investment Banking and more. Alan Cole has 2 emails and 1 mobile phone numbers on RocketReach.
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Top OneDigital Health and Benefits Employees
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25+
-
24
-
Todd Belden
President, Central Region at OneDigital Health and Benefits
Cincinnati, OH, US15+ -
35+
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Dave Griffin
SVP at OneDigital Health and Benefits
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