Cole Barris
About Cole Barris
Cole Barris is an Account Executive at Fivetran, where he has worked since 2022. He has a diverse background in finance, having held various positions at Merrill Lynch, JPMorgan Chase, BHIC, LLC, and Humanrace.
Work at Fivetran
Cole Barris has been employed as an Account Executive at Fivetran since 2022. His role involves managing client relationships and driving sales initiatives for the company, which specializes in data integration solutions. He operates from Denver, Colorado, contributing to Fivetran's mission of simplifying data access for businesses.
Previous Experience in Finance
Prior to his current position, Cole Barris accumulated extensive experience in the finance sector. He worked at Merrill Lynch in various roles, including Registered Private Wealth Associate and Private Wealth Analyst, from 2015 to 2017. He also served as a Client Associate at JPMorgan Chase from 2013 to 2015. His background includes a significant tenure at BHIC, LLC as Head of Strategy and Director of Finance at Humanrace.
Education and Expertise
Cole Barris earned a Bachelor of Science in Business Administration (BSBA) with a focus on Finance from the Questrom School of Business at Boston University, where he studied from 2007 to 2011. He has also pursued further education at the CFA Institute, enhancing his expertise in finance and investment analysis.
Career Progression
Cole's career began with an internship at Merrill Lynch in 2010, followed by various roles within the company. He transitioned to JPMorgan Chase and later to BHIC, LLC, where he held positions of increasing responsibility. His experience spans over a decade in finance, with a diverse skill set developed through various roles in wealth management and strategy.