Cole J Goulet
AI & Finance Analyst at Bequest Asset Management -Senior at University of Tampa - John H. Sykes College of Business
- Role
- Ai & Finance Analyst at Bequest Asset Management
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Cole J Goulet
I am an AI & Finance Analyst at Bequest Asset Management, where I began shaping data‐driven investment strategies in June 2025. Passionate about bridging machine learning and financial decision-making, I apply quantitative techniques and AI tools to uncover market trends and optimize performance.Previously, I served as Newsletter Editor for the Florida Blockchain Business Association (starting December 2024), where I developed and curated content on blockchain innovation, decentralized finance, and emerging technologies—building community engagement and enhancing brand visibility.Currently completing my studies at the University of Tampa’s John H. Sykes College of Business, I am honing skills across finance, analytics, and AI. Known for my analytical precision, I excel at uncovering actionable insights from complex data sets and communicating them clearly to both technical and non-technical stakeholders.Key strengths & interests:🧠 AI & Machine Learning in Finance: Designing predictive models for risk assessment, asset valuation, and portfolio optimization. Financial Analysis & Modeling: Building performance dashboards, metrics, and forecasting tools. Content Development & Thought Leadership: Crafting newsletters and articles on cutting-edge topics in blockchain and FinTech.🤝 Collaboration & Communication: Engaging with senior analysts, asset managers, and community audiences to drive data-informed decisions.What drives me:I’m motivated by the intersection of technology and finance. Whether deploying an AI model or explaining a new blockchain concept, I seek to turn complex ideas into real-world impact. I’m continually exploring how emerging technologies—AI, decentralized systems, digital assets—can enhance financial strategies and create long-term value.My Philosophies- Question Everything- Nothing is a coincidence- The ability to remove yourself from your comfort zone will prepare yourself for future adversity;Let’s connect if you’re passionate about AI-driven finance, blockchain innovation, or simply want to exchange ideas in the rapidly evolving FinTech landscape.
Experience
Ai & Finance Analyst
Jun 2025 — Present · Sarasota, FL, US
As the AI and Finance Analyst at Bequest Asset Management, I oversee the firm’s CRM and AI systems and manage the broader technology stack that supports our operations. My work integrates data management, automation, and advanced analytics to enhance efficiency and decision-making across the organization. With a strong focus on AI integration and blockchain applications, I help drive innovative solutions that align emerging technologies with Bequest’s strategic and financial goals.
Education
University of Tampa - John H. Sykes College of Business
Finance and Economics
2022 — 2026
North Kingstown High School
High School Diploma, Finance, General
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