Harper Cole
Harper Cole is an experienced financial professional with more than 9 years working with financial planning, derivatives, equities, fixed income, project management, and analytics. Highlights from his career in the securities industry include implementing firm-wide technology migrations, conducting education for financial planners, becoming a subject matter expert on regulatory changes, and trading a variety of derivatives. Chartered Leadership Fellow at the American College of Financial Services, he coached and supervised financial planners on making suitable recommendations of complex financial products.
