William Cole

Research Analyst at Socium Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Leawood, Kansas, United States, US
Skills

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Credentials

  • Analyst Academy
    Fundamental Edge
    Feb, 2023
    - Nov, 2024

Experience

  • Socium Advisors
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Research Analyst
      • Sep 2022 - Present

      •Conducted extensive research and analysis on potential equity and bond investments, using both fundamental and technical analysis methods. •Monitored current holdings in portfolio, including regular updates on market trends, company performance, and macroeconomic factors. •Collaborated with investment team to generate investment ideas and provide in-depth insights on market trends, industry news, and competitor activity. •Presented research findings and recommendations to senior management and investment committees, providing clear and concise analysis of potential investments. •Developed and maintained financial databases and research tools to improve the efficiency and accuracy of research processes. Show less

  • Fisher Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Client Service Associate
      • Jun 2021 - Aug 2022

  • State Street
    • United States
    • Financial Services
    • 700 & Above Employee
    • Institutional Investor Services Intern
      • May 2019 - Aug 2019

      • Data analysis for the institutional investor team using Bloomberg Terminals, and State Street databases. Delivered key information to provide a high level of service for our institutional clients. • Resolved errors within complex balance sheets in Microsoft Excel. Learned the framework for VBA and Excel Macros. • Data analysis for the institutional investor team using Bloomberg Terminals, and State Street databases. Delivered key information to provide a high level of service for our institutional clients. • Resolved errors within complex balance sheets in Microsoft Excel. Learned the framework for VBA and Excel Macros.

  • Gear for Sports
    • United States
    • Retail Apparel and Fashion
    • 300 - 400 Employee
    • Intern
      • May 2018 - Sep 2018

      Analyzed price points and forecasts for the brand team within Gear for Sports. Worked directly with Under Armour to maximize profits within our sector. Complied and organized data within Excel for both the brand team at Gear for Sports and Under Armour to analyze. Analyzed price points and forecasts for the brand team within Gear for Sports. Worked directly with Under Armour to maximize profits within our sector. Complied and organized data within Excel for both the brand team at Gear for Sports and Under Armour to analyze.

  • KC Running Company
    • United States
    • Events Services
    • 1 - 100 Employee
    • Sales Associate
      • Jun 2017 - Jan 2018

  • Indian Hills Country Club, Mission Hills, KS
    • United States
    • Hospitality
    • 1 - 100 Employee
    • Service Supervisor
      • Mar 2017 - Aug 2017

  • Heartland Soccer Association
    • United States
    • Spectator Sports
    • 1 - 100 Employee
    • Soccer Referee
      • Aug 2012 - Apr 2017

Education

  • University of Notre Dame
    Economics, Economics
    2017 - 2021
  • Saint Thomas Aquinas High School - Overland Park, KS
    High School
    2013 - 2017

Community

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