Betsy Cole Location
- Kirkland, WA, US
Betsy Cole Work
- 2021 - now Senior Client Manager @
- 2019 - 2021 Senior Associate @
- 2017 - 2019 Associate Manager | Planning and Operations @
- 2015 - 2017 Senior Registered Associate @
- 2011 - 2015 Client Service Associate @
- 2011 - 2011 Paraplanner @
- 2005 - 2010 Senior Registered Client Associate @
- 2001 - 2005 Paraplanner | Associate Financial Advisor @
Betsy Cole Education
- Pacific Lutheran University
Bachelor of Arts (Political Science and Environmental Studies)
1996 - 2000 - Lancaster University 1998 - 1999
Betsy Cole Skills
- MoneyGuidePro
- Morningstar Workstation
- Morningstar Direct
- NaviPlan
- NetX360
- Schwab Institutional
- Envision
- Thomson InvestmentView
- Portfolio Center
- Mind Mapping
- Junxure
- Cheshire
- Microsoft Dynamics CRM
Betsy Cole Summary
- Betsy Cole, based in Kirkland, WA, US, is currently a Senior Client Manager at The Clarius Group. Betsy Cole brings experience from previous roles at Highland Private Wealth Management, Newground Social Investment, SPC, D.A. Davidson Companies and Trutina Financial. Betsy Cole holds a 1996 - 2000 Bachelor of Arts in Political Science and Environmental Studies @ Pacific Lutheran University. With a robust skill set that includes MoneyGuidePro, Morningstar Workstation, Morningstar Direct, NaviPlan, NetX360 and more. Betsy Cole has 3 emails on RocketReach.
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