Bob Cole
Regional Managing Director at Mariner | Wealth Management Professional
- Role
- Regional Managing Director at Mariner
- Location
- Memphis, TN, US
- LinkedIn followers
- 500 followers
About Bob Cole
Responsible for leading a multi-market region to achieve financial and operational goals, including ownership of regional P&L, KPIs, budgeting and business planning; coaching and holding Market and Local Managing Directors accountable for growth, client service and quarterly reporting; driving talent sourcing, onboarding, development, retention and succession planning (including onboarding Senior Wealth Advisors and acquisitions); implementing corporate initiatives and the firm operating model to advance culture and operational excellence; and collaborating with business development, MWA leadership and other regionals to share best practices, pursue growth and partnership opportunities, with authority to commit budgeted resources and represent the firm externally.
Experience
Regional Managing Director
Feb 2023 — Present · Memphis, TN, US
At Mariner we are committed to putting your interests first. As our client, youwill work with a wealth team that will collaborate with in-house teams, including tax planning & preparation, insurance, estate planning and trust services, to develop a coordinated wealthmanagement plan personalized for you. This integrated approach is designed to provide youwith comprehensive advice, simplify the process and save you time.Investment Advisory Services are offered through Mariner, LLC, a SEC Registered Investment Adviser,
Education
Northeastern State University
Bachelor of Business Administration, Finance
1994 — 1997
University of Arkansas
Business
1992 — 1994
Union University
MBA, Business
2002 — 2003
Skills
- Wealth Management
- Finance
- Banking
- Mutual Funds
- Risk Management
- Management
- Insurance
- Financial Analysis
- Series 7
- Financial Services
- Financial Planning
- Private Banking
- Retirement Planning
- Strategic Financial Planning
- Investments
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