Cole Morgan Email & Phone Number
Director of Financial Planning and Analysis @ Kalkomey Enterprises, LLC
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Cole Morgan Location
- Dallas, TX, US
Cole Morgan Work
- Director of Financial Planning and Analysis @ (October 2025 - Present)
- FP and A Manager @ (October 2023 - Present)
- Assistant Vice President, Sponsor Finance @ (October 2021 - October 2023)
- Sponsor Coverage Associate @ (October 2018 - October 2021)
- Mid-Corporate Relationship Associate @ (January 2018 - October 2018)
- Leap Associate @ (July 2017 - December 2017)
- Web Sales and Timepiece Specialist @ deBoulle Diamond and Jewelry (January 2016 - June 2017)
- Intern @ Dean's Office at The Cox School of Business (August 2014 - May 2017)
- Intern @ Olympus Futures (June 2015 - August 2015)
Cole Morgan Education
- SMU Cox School of Business
Masters in the Science of Finance (Finance)
2016-2017 - SMU Cox School of Business
Undergraduate Student (Financial Consulting)
2013-2016
Cole Morgan Skills
- Microsoft Office
- Management
- Microsoft Excel
- Microsoft Word
- Research
- PowerPoint
- Sales
- Leadership
- Training
- Finance
- Public Speaking
- Trading
- Data Analysis
- Strategic Planning
- Analysis
- Marketing
- Customer Service
- Teamwork
- Teaching
- Networking
- Critical Thinking
Cole Morgan Summary
- Cole Morgan, based in Dallas, TX, US, is currently a Director of Financial Planning and Analysis at Kalkomey Enterprises, LLC. Cole Morgan brings experience from previous roles at Kalkomey Enterprises, LLC, Stifel Financial Corp. and BBVA in the USA. Cole Morgan holds a 2016 - 2017 Masters in the Science of Finance in Finance @ SMU Cox School of Business. With a robust skill set that includes Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research and more. Cole Morgan has 2 emails and 1 mobile phone numbers on RocketReach.
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