Cole Palumbo

Analyst for Corporate Actions · SEI Investments

Lansdale, PA

In My Own Words

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.

Work Experience

Analyst for Corporate Actions

SEI Investments

2019 – Present

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

Deckhand

Viking Cruises

2017 – 2019

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

Senior Lifegaurd

Sea Isle City Beach Patrol

2013 – 2019

-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 Regional Vice President Francis X. Murphy

Pacific Life

2019 – 2019

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