Assistant Vice President @ (February 2025 - February 2026)
GlobalLINK FX - North America Sales, Sell Side @ (November 2022 - February 2026)
Sr. Retirement Consultant @ (November 2021 - November 2022)
Retirement Consultant @ (August 2021 - November 2021)
College Planning Specialist @ (July 2020 - July 2021)
Customer Relationship Advocate @ (October 2019 - July 2020)
Caddy @ Rhode Island Country Club (June 2012 - September 2019)
Equity Research Analyst @ SMIF Providence College (January 2018 - December 2018)
Summer Private Equity Analyst @ (June 2018 - August 2018)
Delegated Operations @ (June 2017 - August 2017)
Barback @ (March 2015 - July 2016)
Newcomb Cole Education
Providence College
Bachelor of Science - BS (Finance)
2016-2019
Barrington High School
High school diploma
2013-2015
Woodberry Forest School 2011-2013
Newcomb Cole Skills
Bartending
Critical Thinking
Customer Service
Event Planning
Interpersonal Communication
Interpersonal Relationships
Investments
Leadership
Marketing
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Organization Skills
PowerPoint
Public Speaking
Retirement Planning
SIE - Securities Industry Essentials Examination
Sales
Skilled Multi-tasker
Social Media
Time Management
asset management
financial services
problem solving
Newcomb Cole Summary
Newcomb Cole, based in Boston, MA, US, is currently a Associate Private Banker at Morgan Stanley. Newcomb Cole brings experience from previous roles at State Street and Empower. Newcomb Cole holds a 2016 - 2019 Bachelor of Science - BS in Finance @ Providence College. With a robust skill set that includes Bartending, Critical Thinking, Customer Service, Event Planning, Interpersonal Communication and more. Newcomb Cole has 2 emails and 2 mobile phone numbers on RocketReach.
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