Cole Morgan

Experience

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  Dean's Office at The Cox School of Business

  Aug 2014 - May 2017

  Intern

  Organizing events for the Dean and the Cox School of Business ranging from tailgates to the Executive Board meetings.

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  Olympus Futures

  Jun 2015 - Aug 2015

  Intern

  I filled many different jobs while at Olympus Futures. I began as a runner on the commodities trading floor and then worked in the compliance office learning about the various regulatory agencies and rules that brokers must abide by. I then shadowed a discretionary trader learning about market speculation strategies when trading both options and futures in grains and currencies.

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  DeBoulle Diamond and Jewelry

  Jan 2016 - Jun 2017

  Web Sales and Timepiece Specialist
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  BBVA in the USA

  Jul 2017 - Oct 2021

  - Act as an integral member of the client relationship team by providing sales and operational support to commercial bankers, customers, and prospects - Work under the general supervision of Bankers to identify and meet the banking needs of customers and prospects in the Mid-corporate segment, defined as companies with revenues of $500MM-$1.5B- Perform both quantitative and qualitative analysis of prospects and current clients with exposure to BBVA Compass- Conduct industry, market and company research to help with sales calling efforts of bankers.- Support Bankers in the pre-screening process as well as overseeing the origination process through final approval Show less The BBVA Compass leap program is a comprehensive rotational program designed to provide an introduction to the company and an overview of each line of business within the organization. Over the course of the program, associates receive training on systems and credit fundamentals, develop personal/professional skills, and participate in a banking simulation. Participants complete rotations (5-6 week assignments) in which they work directly with line managers on projects and assignments related to specific departments. At the conclusion of the program, associates are placed into roles in which they can utilize their skills and interests as well as support the needs of the organization. Show less

  • Sponsor Coverage Associate

    Oct 2018 - Oct 2021

  • Mid-Corporate Relationship Associate

    Jan 2018 - Oct 2018

  • Leap Associate

    Jul 2017 - Dec 2017
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  Stifel Financial Corp.

  Oct 2021 - Oct 2023

  Assistant Vice President, Sponsor Finance
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  Kalkomey Enterprises, LLC

  Oct 2023 - now

  FP&A Manager