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_posts/TEST number 1.md

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_posts/test.md

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---
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title: TEST1
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Date: 2025-3-11
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Categories:
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Tags:
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---
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_tabs/Resume.md

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---
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# the default layout is 'page'
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icon: fas fa-info-circle
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order: 1
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tags: resume
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---
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#**Cole Edwards**
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| **Value Proposition** |
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|-----------------------|
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- Successful, financial services professional – with experience
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driving management strategies, applying analytical skills, and
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solving problems while working effectively with diverse groups of
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people.
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- Effective written and oral communicator – with the motivational and
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negotiation skills required to simplify complex information,
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articulate recommendations, influence opinion, and facilitate
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change.
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- Dynamic relationship manager and team player – well-known and
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respected across company and clients.
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| **Core Areas of Expertise** |
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|-----------------------------|
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Process Improvement ▪ Problem Solving ▪ Customer Relations ▪ Management
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and Training ▪ Sales
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| **Professional Experience** |
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|-----------------------------|
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**Citi Personal Wealth Management O’Fallon, MO** *(2023 – present)*
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**Wealth Advisor**
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- Managed a 60mm book and Doubled revenue first year
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- Build new relationships with the goal of bringing in new assets.
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- Nurture and deepen existing relationships through the use of
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financial plans and excellent discovery and profiling
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- Partner with Relationship Managers to maximize best investment
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options from referrals
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- Make securities recommendations and provide investment advice to
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clients
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- Partner with Product Specialists for optimum client solutions, such
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as annuities, insurance & managed portfolio desk.
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**Wells Fargo Advisors** **St. Louis, MO** *(2014 – 2022*
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**Lead Senior Financial Advisor**
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- Served affluent and high affluent clients in 53 states and
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territories with comprehensive financial planning.
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- Consistently performed at 150-250% to goal, ranking in the top 15%
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of over 150 financial advisors
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- Determined customer needs and implemented mutual fund and wrap
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account managed solutions
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- Frequently led best practice sharing sessions with recently hired
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advisors to cultivate better performance and increase department
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production
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- Averaged \$800,000 in monthly production
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- Promoted to Senior Advisor 1/1/2017 Because of Leadership and
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production
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- Promoted to Team Lead 11/19/2018 with 15 direct reports due to sales
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coaching and leadership
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**CitiMortgage** **O’Fallon, MO** *(2009 – 2014)*
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**Office of Homeownership Preservation (OHP) Loss Mitigation Specialist
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III** *(2011-2014)*
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- Ranked top ten in percent of department in monthly production every
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month. \#1 September 2013
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- 2011 Citi Quarterly Citi Top Performer Award-2nd out of
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approximately 2,800
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- Managed Citi borrowers from all investors such as FNMA, FHLMC, FHA,
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VA, Private and Risk to cure delinquencies utilizing investor
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specific waterfall options such as Modifications and Short Sales
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- Certified as a NMLS Mortgage Loan Originator (MLO) in Georgia, South
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Carolina, & Nebraska
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- Pioneered the development of a final modification document
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preparation tool for HAMP Balloons
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**RE/MAX** **St. Louis, MO** *(2005 – 2012)*
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**Real Estate Manager**
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| **Professional Experience (Continued)** |
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|-----------------------------------------|
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**Client Services Inc. (CSI)** **St. Charles, MO** *(2007 – 2009)*
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**Accounts Receivable Analyst**
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**Vinco Investments Inc.** **St. Charles, MO** *(2004 – 2005)*
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**Chief Executive Officer**
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**Sunbelt Rentals Corporation** **St. Charles, MO** *(2001 – 2004)*
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**Profit Center Manager (Branch/Sales Manager)**
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- Promoted three times in four years
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- Managed three rental centers
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- Opened the first store in Missouri
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- Increased profit margins and reduced non-value added costs by
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educating sales force, utilizing delivery management, and
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implementing daily operational improvements
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- Doubled monthly revenue to \$300,000 per month at one site.
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Increased revenue from \$200,000 monthly to \$500,000 a month at
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another branch. Completed start up at the third store
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- Effectively managed different teams simultaneously across locations
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- Hired, trained, and managed sales staff at three different branches
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- Managed construction of the Missouri project up to and after store
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opening and ordered all rental equipment
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- Due to company takeover, utilized positive change management to
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improve branch performance
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**Brambles Equipment Rental** **Maryland Heights, MO** *(2000 – 2001)*
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**Sales Representative/Rental Coordinator**
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**Fullbach** **St. Louis, MO** *(1999)*
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**Account Manager**
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**Goedecke** **St. Louis, MO** *(1998 - 1999)*
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**Product Specialist Sales Representative**
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**Morgan Buildings and Spa’s** **St. Louis, MO** *(1997 - 1998)*
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**Sales Representative**
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| **Education** |
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|---------------|
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**Bachelor of Science in Animal Science and Minor in Agricultural
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Economics 1996**
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University of Missouri - Columbia, MO
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Dean’s List
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| **Additional Skills** |
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|-----------------------|
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- FINRA Series 7
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- FINRA Series 66
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- Life & Health Insurance License
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- Microsoft product suite
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- Completed management preparation, including Advanced Operation
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Management (AOM)

_tabs/about.md

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# the default layout is 'page'
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---
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> Add Markdown syntax content to file `_tabs/about.md`{: .filepath } and it will show up on this page.
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_tabs/archives.md

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_tabs/categories.md

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