Cole David

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.