Cole Johnsen
Finance Student at University of North Carolina Wilmington
- Role
- Client Relationship Management Macro Research Analyst at The Bear Traps Report
- Location
- Wilmington, NC, US
- LinkedIn followers
- 500 followers
About Cole Johnsen
Senior Finance major with a strong interest in Investment Management and Global Markets…
Experience
Client Relationship Management Macro Research Analyst
May 2024 — Present
Analyzed global macroeconomic data and market trends to support investment theses for institutional clients• Managed live client research channels, delivering real-time analysis and commentary on global markets• Supported client relationship efforts by resolving inquiries, sharing research insights, and maintaining service standards• Developed and refined CRM systems to streamline lead management, contributing to $100K+ in new client revenue• Participated in sales calls, presenting tailored investment research solutions to prospects
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