Carolyn Cole's Location
Canada
Carolyn Cole's Work
- Founder @ Cole & Associates
- Founder @ Cole Connect
- Co-Founder and CEO @ PCA Solutions
- Special Advisor, Family Office Service (Consultant) @ Grayhawk Wealth
- Vice President, Enterprise, Family Office @ KPMG LLP
- Head, Strategic Initiatives @ Westcourt Capital
- Entrepreneurial Wealth Strategy @ TD Wealth Management
- Wealth Advisor @ TD Wealth Management
- Private Banker, BBA CFP @ RBC Wealth Management
- Private Account Executive @ TD
Carolyn Cole's Education
- The University of British Columbia
BBA
2005 - 2006 - Okanagan University College2000 - 2004
- Northern Alberta Institute of Technology
Marketing Diploma
1993 - 1995
Carolyn Cole's Skills
- Financial Analysis
- Asset Management
- Strategic Financial Planning
- Microsoft Excel
- Financial Planning
- Investments
- Portfolio Management
- Valuation
- Finance
- Private Banking
Carolyn Cole's Summary
Carolyn Cole, based in Canada, is currently a Founder at Cole & Associates, bringing experience from previous roles at Cole Connect, PCA Solutions, Grayhawk and KPMG LLP. Carolyn Cole holds a 2005 - 2006 BBA @ The University of British Columbia. With a robust skill set that includes Financial Analysis, Asset Management, Strategic Financial Planning, Microsoft Excel, Financial Planning and more, Carolyn Cole contributes valuable insights to the industry. Carolyn Cole has 3 emails on RocketReach.
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