Vice President of Sales

Cole, a former Division 1 tennis player at the University of North Carolina at Charlotte, is a VP of Sales and currently holds his Series 22 and Series 63 licenses. Prior to joining, Cole worked at Ernst & Young LLP and ISL.AI. At Ernst & Young, Cole worked on personal and real property tax consulting for Home Depot, Caterpillar Inc., Lineage, Bank of America, Shaw Industries, and Nuveen. At ISL.AI, an AI investment summit held on Necker Island where Cole lead business development connecting VC Funds and Family Offices for strategic partnerships and collaboration. In his free time, Cole enjoys playing tennis, padel, golf, traveling the world, and keeping up with Formula 1.