Cole joined The Bulfinch Group in September 2019. Prior to Bulfinch, he spent eight years in varying financial and accounting management roles for Enterprise Holdings. At Enterprise, for four of the eight years, he served as a Team Manager/Supervisor -- his team focused on fiduciary control, audits, training & development, forecasting, cost control, and business development. In addition, throughout his four years of college, Cole worked at MassPort Authority in varying transportation management-related roles at Boston’s Logan Airport.
Cole brings an energy and a unique perspective to his role as Financial Representative. With his financial experience and desire to help people achieve financial organization and wellness, he is positioned to help his clients meet their goals at every life stage. His mission is to help people achieve security, clarity and confidence as they navigate through their financial world.
A Saugus resident, Cole spends a majority of his free time on the water. He is an avid boat enthusiast and a passionate big game sport fisherman. In between jobs at Enterprise and Bulfinch, he traveled the world, fishing throughout Brazil, Mexico and South America.
Cole earned his B.S. in Finance from UMass Dartmouth.
Financial Representative of Guardian.