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Cole Phipps

Cole Phipps

Luggage Assistant

Followers of Cole Phipps111 followers
location of Cole PhippsWindermere, Florida, United States

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  • Timeline

  • About me

    Student at UCF | Finance major | Aspiring Financial Analyst

  • Education

    • University of Central Florida

      2021 - 2023
      Bachelor of Science in Business Administration, Finance

    • Valencia College

      2019 - 2021
      Associate of Arts - AA Business Administration and Management, General

  • Experience

    • Bags Inc.

      Jun 2018 - Mar 2020
      Luggage Assistant

      - Provided luggage service to guests at Disney's Pop Century Resort - Answered questions regarding parks, transportation, and amenities - Retrieved misdelivered bags and inquire about luggage going to and from the airport

    • Godiva Chocolatier

      Nov 2020 - Feb 2021
      Keyholder

      - Validated daily cash totals upon opening and closing store, prepared, and made weekly deposits - Reviewed the prior week’s sale variances, current sales goals, and strategies with staff - Contributed to team sales that led to being the #1 ranked boutique/café in our district

    • 4th Generation Financial

      Mar 2021 - Mar 2022
      Intern

      - Analyzed funds, create proposals and wealth forecasts using Morningstar and RightCapital - Reached out to leads via phone or email to set appointments with prospective clients - Provided input on asset allocation and investments according to the client’s risk tolerance and market conditions

  • Licenses & Certifications

    • Learning Excel Desktop (Office 365/Microsoft 365)

      LinkedIn
      Jul 2021
      View certificate certificate

    • Microsoft Excel Expert (Microsoft 365 Apps and Office 2019)

      Microsoft
      Mar 2022
      View certificate certificate