Cole Graves
Financial Advisor Partnerships at SmartAsset
- Role
- Account Executive- Financial Advisor Partnerships at SmartAsset
- Location
- Roanoke, VA, US
- LinkedIn followers
- 500 followers
About Cole Graves
As a sales professional with experience ranging from SaaS to retail, I have a proven track record of delivering results and creating value for my clients and employers. I was the highest grossing Account Executive at Cedar Systems, where I closed the third largest deal in company history and achieved 127% of quota. Additionally, I serve as the CFO for both Happy Home Cleaners and Mission 991, making sure both small businesses are set up for financial success. I am passionate about providing solutions that meet the needs and expectations of my customers, and I strive to learn and grow in SaaS as well as my personal business ventures.
Experience
Account Executive- Financial Advisor Partnerships
Feb 2025 — Present
Connecting Certified Financial Advisors with high-intent Investors.SmartAsset is a financial technology company with the simple mission of helping people make better financial decisions. Recently named one of Y Combinator\'s Top 100 companies of all time, we have raised more than $50 million in venture capital. Our personal finance tools, calculators and content reach more than 59 million per month with 4 billion in closed assets each month. Our business model is to help the in-market consumers on our platform find the right Financial Advisor or the right Financial Product.Contact info: c••••••@smartasset.com(92••••••45
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