Bachelor of Science in Business Administration

Lifestyle

Outdoor

Skate

Snow

Surf

Swim

Health & Fitness

Camping

Snowboarding

Fishing

Skateboarding

Surfing

Traveling

Meeting new people

Selling

Competing

Analyst for Corporate Actions

Accounting & Finance

Currently an analyst for SEI Investments. Dedicated team player who can be relied upon to help an organization achieve its goals and objectives. Seeking opportunities to gain experience and apply my outstanding hard work and communication abilities in a collaborative environment. 

Key Responsibilities:
* Analyzing and processing of mandatory corporate actions
* In charge of leading daily operations of the mutual fund desk
* Ensure a timely and accurate allocation of cash and securities
* Reviewing, analyzing, and entering client information and transactions
* Processing error-free transactions in a timely manner
Highly Skilled:
* Proficient in Microsoft Office Applications. Super user of Excel including V-lookups and Pivot Tables
* Analytical and Data driven mindset
* Research experience with Bloomberg, Wolters Kluwer and DTCC

Key Responsibilities:
* Following precise direction from supervisors
* Cleaning, Painting, and Maintenance
* Increased attention to detail on extensive fishing trips

Deckhand

-Ensured first aid was provided properly in emergencies
-Utilized problem solving skills often associated with operations, patrons, and staff
-Directed guards on day-day activities; encouraged an atmosphere of professionalism and vigilance


Senior Lifegaurd

Intern
Key Responsibilities:
* Meet with Financial Advisors to discuss retirement solution products
* Following precise directions from supervisors
* Managed schedules when traveling

Senior Regional Vice President Francis X. Murphy

Cole Palumbo is an Analyst for Corporate Actions at SEI Investments in Lansdale, PA.

Cole Palumbo

Cole Palumbo

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