Cole David has a diverse work experience in various companies. In 2015, they worked as an Administrative Assistant/Client Relationship Manager Intern at Pinnacle Financial Group, a wealth management firm. From June to July 2017, they were a Research Intern at TATE GALLERY PUBLISHING LIMITED. In 2018, they worked as a Relationship Manager Intern at Carson Wealth Management Group for two months. Starting from August 2019, they served as a Carson Development Associate at Carson Group until August 2020. Currently, they work as a Business Development Officer at Carson Wealth since August 2020.
Cole David obtained a Bachelor's of Business Administration (BBA) degree in Finance from Texas Christian University between 2015 and 2019. In May 2020, they also obtained a Series 65 certification from FINRA.
August, 2020 - present
June, 2018
Business Development Officer , Vice President And Store Experience Manager at Republic First Bank
VP / Middle Market Business Development Officer at Wells Fargo
Business Development Officer at Integral Molecular
Senior Business Development Officer at Practical Action
Vp, SBA Business Development Officer at Security National Bank of Omaha
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