Katelyn Cole

Data Specialist at Cohen & Company

Katelyn Cole has gained diverse work experience in various roles and industries. Katelyn started their career as an Associate at TJ Maxx in 2018, where they focused on providing excellent customer service and maintaining the store's image. Katelyn later joined Tavern Six as a Food Server, where they prioritized delivering food promptly and working collaboratively with colleagues to ensure customer satisfaction.

Katelyn then worked as an Office Assistant at Pistone Wealth Advisors, where they demonstrated strong organizational skills by scanning and organizing client financial documents. Additionally, they contributed to marketing strategies to enhance customer awareness of financial services.

At Ohio University, Katelyn served as a Teaching Assistant for Quantitative Business Analytics. In this role, they evaluated students' work, provided feedback, and fostered positive classroom environments. Katelyn also built a mentorship relationship that improved communication skills and classroom success.

Katelyn's role as a Server at First Watch Restaurants further developed their customer service and teamwork abilities. Katelyn prioritized building relationships with customers and co-workers while ensuring tasks were completed efficiently and punctually.

As an active member and eventually Vice President of Finance at Alpha Delta Pi Sorority, Katelyn managed a significant budget, accurately recorded financial details, and proactively addressed outstanding fees to minimize delinquencies. Additionally, they assisted in financial challenges and created personalized payment plans.

In their internship at Oswald Companies, Katelyn worked as an Analytics Intern, where they improved system organization and efficiency within the P&C department. Katelyn later contributed to a capacity planning analytics project by developing surveys and presentations to identify employees' unmet needs.

Most recently, Katelyn served as a Data Intelligence Intern at Cohen & Company, where they likely gained experience in data analysis and interpretation.

Overall, Katelyn Cole has demonstrated a commitment to excellence, interpersonal skills, organizational abilities, and a drive to contribute to the success of various organizations.

Katelyn Cole attended Ohio University from 2020 to 2024, where they obtained a Bachelor of Business Administration (BBA) degree. Their studies focused on Finance, Business Analytics, and Management Information Systems. In March 2022, Katelyn also obtained a Bloomberg Certificate from Bloomberg LP.

Links

Timeline

  • Data Specialist

    June 1, 2024 - present

  • Data Intelligence Intern

    June, 2023