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| 1 | +--- |
| 2 | +# the default layout is 'page' |
| 3 | +icon: fas fa-info-circle |
| 4 | +order: 1 |
| 5 | +tags: resume |
| 6 | +--- |
| 7 | + |
| 8 | + |
| 9 | + |
| 10 | + |
| 11 | +#**Cole Edwards** |
| 12 | + |
| 13 | + |
| 14 | + |
| 15 | +| **Value Proposition** | |
| 16 | +|-----------------------| |
| 17 | + |
| 18 | +- Successful, financial services professional – with experience |
| 19 | + driving management strategies, applying analytical skills, and |
| 20 | + solving problems while working effectively with diverse groups of |
| 21 | + people. |
| 22 | + |
| 23 | +- Effective written and oral communicator – with the motivational and |
| 24 | + negotiation skills required to simplify complex information, |
| 25 | + articulate recommendations, influence opinion, and facilitate |
| 26 | + change. |
| 27 | + |
| 28 | +- Dynamic relationship manager and team player – well-known and |
| 29 | + respected across company and clients. |
| 30 | + |
| 31 | +| **Core Areas of Expertise** | |
| 32 | +|-----------------------------| |
| 33 | + |
| 34 | +Process Improvement ▪ Problem Solving ▪ Customer Relations ▪ Management |
| 35 | +and Training ▪ Sales |
| 36 | + |
| 37 | +| **Professional Experience** | |
| 38 | +|-----------------------------| |
| 39 | + |
| 40 | +**Citi Personal Wealth Management O’Fallon, MO** *(2023 – present)* |
| 41 | + |
| 42 | +**Wealth Advisor** |
| 43 | + |
| 44 | +- Managed a 60mm book and Doubled revenue first year |
| 45 | + |
| 46 | +- Build new relationships with the goal of bringing in new assets. |
| 47 | + |
| 48 | +- Nurture and deepen existing relationships through the use of |
| 49 | + financial plans and excellent discovery and profiling |
| 50 | + |
| 51 | +- Partner with Relationship Managers to maximize best investment |
| 52 | + options from referrals |
| 53 | + |
| 54 | +- Make securities recommendations and provide investment advice to |
| 55 | + clients |
| 56 | + |
| 57 | +- Partner with Product Specialists for optimum client solutions, such |
| 58 | + as annuities, insurance & managed portfolio desk. |
| 59 | + |
| 60 | +**Wells Fargo Advisors** **St. Louis, MO** *(2014 – 2022* |
| 61 | + |
| 62 | +**Lead Senior Financial Advisor** |
| 63 | + |
| 64 | +- Served affluent and high affluent clients in 53 states and |
| 65 | + territories with comprehensive financial planning. |
| 66 | + |
| 67 | +- Consistently performed at 150-250% to goal, ranking in the top 15% |
| 68 | + of over 150 financial advisors |
| 69 | + |
| 70 | +- Determined customer needs and implemented mutual fund and wrap |
| 71 | + account managed solutions |
| 72 | + |
| 73 | +- Frequently led best practice sharing sessions with recently hired |
| 74 | + advisors to cultivate better performance and increase department |
| 75 | + production |
| 76 | + |
| 77 | +- Averaged \$800,000 in monthly production |
| 78 | + |
| 79 | +- Promoted to Senior Advisor 1/1/2017 Because of Leadership and |
| 80 | + production |
| 81 | + |
| 82 | +- Promoted to Team Lead 11/19/2018 with 15 direct reports due to sales |
| 83 | + coaching and leadership |
| 84 | + |
| 85 | +**CitiMortgage** **O’Fallon, MO** *(2009 – 2014)* |
| 86 | + |
| 87 | +**Office of Homeownership Preservation (OHP) Loss Mitigation Specialist |
| 88 | +III** *(2011-2014)* |
| 89 | + |
| 90 | +- Ranked top ten in percent of department in monthly production every |
| 91 | + month. \#1 September 2013 |
| 92 | + |
| 93 | +- 2011 Citi Quarterly Citi Top Performer Award-2nd out of |
| 94 | + approximately 2,800 |
| 95 | + |
| 96 | +- Managed Citi borrowers from all investors such as FNMA, FHLMC, FHA, |
| 97 | + VA, Private and Risk to cure delinquencies utilizing investor |
| 98 | + specific waterfall options such as Modifications and Short Sales |
| 99 | + |
| 100 | +- Certified as a NMLS Mortgage Loan Originator (MLO) in Georgia, South |
| 101 | + Carolina, & Nebraska |
| 102 | + |
| 103 | +- Pioneered the development of a final modification document |
| 104 | + preparation tool for HAMP Balloons |
| 105 | + |
| 106 | +**RE/MAX** **St. Louis, MO** *(2005 – 2012)* |
| 107 | + |
| 108 | +**Real Estate Manager** |
| 109 | + |
| 110 | +| **Professional Experience (Continued)** | |
| 111 | +|-----------------------------------------| |
| 112 | + |
| 113 | +**Client Services Inc. (CSI)** **St. Charles, MO** *(2007 – 2009)* |
| 114 | + |
| 115 | +**Accounts Receivable Analyst** |
| 116 | + |
| 117 | +**Vinco Investments Inc.** **St. Charles, MO** *(2004 – 2005)* |
| 118 | + |
| 119 | +**Chief Executive Officer** |
| 120 | + |
| 121 | +**Sunbelt Rentals Corporation** **St. Charles, MO** *(2001 – 2004)* |
| 122 | + |
| 123 | +**Profit Center Manager (Branch/Sales Manager)** |
| 124 | + |
| 125 | +- Promoted three times in four years |
| 126 | + |
| 127 | +- Managed three rental centers |
| 128 | + |
| 129 | +- Opened the first store in Missouri |
| 130 | + |
| 131 | +- Increased profit margins and reduced non-value added costs by |
| 132 | + educating sales force, utilizing delivery management, and |
| 133 | + implementing daily operational improvements |
| 134 | + |
| 135 | +- Doubled monthly revenue to \$300,000 per month at one site. |
| 136 | + Increased revenue from \$200,000 monthly to \$500,000 a month at |
| 137 | + another branch. Completed start up at the third store |
| 138 | + |
| 139 | +- Effectively managed different teams simultaneously across locations |
| 140 | + |
| 141 | +- Hired, trained, and managed sales staff at three different branches |
| 142 | + |
| 143 | +- Managed construction of the Missouri project up to and after store |
| 144 | + opening and ordered all rental equipment |
| 145 | + |
| 146 | +- Due to company takeover, utilized positive change management to |
| 147 | + improve branch performance |
| 148 | + |
| 149 | +**Brambles Equipment Rental** **Maryland Heights, MO** *(2000 – 2001)* |
| 150 | + |
| 151 | +**Sales Representative/Rental Coordinator** |
| 152 | + |
| 153 | +**Fullbach** **St. Louis, MO** *(1999)* |
| 154 | + |
| 155 | +**Account Manager** |
| 156 | + |
| 157 | +**Goedecke** **St. Louis, MO** *(1998 - 1999)* |
| 158 | + |
| 159 | +**Product Specialist Sales Representative** |
| 160 | + |
| 161 | +**Morgan Buildings and Spa’s** **St. Louis, MO** *(1997 - 1998)* |
| 162 | + |
| 163 | +**Sales Representative** |
| 164 | + |
| 165 | +| **Education** | |
| 166 | +|---------------| |
| 167 | + |
| 168 | +**Bachelor of Science in Animal Science and Minor in Agricultural |
| 169 | +Economics 1996** |
| 170 | + |
| 171 | +University of Missouri - Columbia, MO |
| 172 | + |
| 173 | +Dean’s List |
| 174 | + |
| 175 | +| **Additional Skills** | |
| 176 | +|-----------------------| |
| 177 | + |
| 178 | +- FINRA Series 7 |
| 179 | + |
| 180 | +- FINRA Series 66 |
| 181 | + |
| 182 | +- Life & Health Insurance License |
| 183 | + |
| 184 | +- Microsoft product suite |
| 185 | + |
| 186 | +- Completed management preparation, including Advanced Operation |
| 187 | + Management (AOM) |
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