Managing Director and Senior Vice President - Private Wealth Management @ (November 2013 - May 2015)
Wealth Management Advisor @ (July 2001 - October 2013)
Financial Consultant @ (March 2000 - June 2001)
Financial Analyst @ (January 1998 - February 2000)
Administrative Manager @ (June 1995 - August 1997)
Alan Cole Education
Brown University
Georgia State University - J. Mack Robinson College of Business
MBA
Alan Cole Skills
Asset Allocation
Client Acquisitions
Financial Planners
Financial Services
Insurance
Investment Banking
Key Account Development
Management
Mutual Funds
Retirement Planning
Sales Management
Sales Strategy
Strategic Planning
Portfolio Management
Strategic Financial Planning
Capital Markets
Strategic Financial
Investments
Asset Management
Finance
Investment Advisory
Financial Analysis
Wealth Management
Financial Planning
Wealth Management Services
Software Development
Java
Enterprise Software
Web Services
Product Lifecycle Management
Requirements Analysis
Project Management
Agile Methodologies
Enterprise Architecture
JavaScript
Enterprise Search
Solr
Solution Architecture
PostgreSQL
Search Applications
Machine Learning
E Commerce
Service Delivery
Consulting
Scrum
Entrepreneurship
Cloud Computing
Professional Services
Web Applications
Business Development
Pre Sales
Software Project Management
Solution Selling
RESTful WebServices
Oracle RDBMS
MongoDB
Amazon Web Services
Microsoft Azure
Google Cloud Platform
Scala
Software as a Service
Python
Customer Engagement
Technical Leadership
Executive Management
Customer Success
Neo4j
ElasticSearch
Apache Spark
Google Custom Search Engine
Lucidworks Fusion
Apache Kafka
Natural Language Processing
Technical Account Management
Lucene
Unix
Java Enterprise Edition
Tomcat
Google Search Appliance
SSO
Smart GWT
GWT
Servlets
Hsqldb
Enterprise Content Management
Windows Server
Linux Server
Solrcloud
Spring Framework
Cassandra
Integration
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 Asset Allocation, Client Acquisitions, Financial Planners, Financial Services, Insurance and more. Alan Cole has 3 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Alan Cole?
Find contact details for 700 million professionals.