Cole Gottlieb
About Cole Gottlieb
Cole Gottlieb is a Research Analyst currently working at Cross River, where he contributes to corporate strategy and oversees content for PeerIQ. He has a background in finance and has held various roles in investment banking and research since graduating from Tulane University.
Current Role at PeerIQ
Cole Gottlieb serves as a Research Analyst at PeerIQ, a position he has held since 2021. In this role, he conducts research to inform the bank-wide strategy, contributing to the annual corporate strategy plan. He oversees and publishes a weekly newsletter that focuses on fintech and consumer lending topics, ensuring that the content is relevant and informative for the audience. Additionally, he leads the content strategy for PeerIQ's social media presence on LinkedIn and Twitter, managing the accounts @PeerIQAnalytics.
Experience at Cross River
Since 2023, Cole Gottlieb has been working at Cross River in a Corporate Strategy role. His responsibilities include conducting research that guides the bank's internal strategies. This position allows him to apply his analytical skills to contribute to the company's yearly corporate strategy plan, ensuring that Cross River remains competitive in the financial services sector.
Educational Background at Tulane University
Cole Gottlieb studied at Tulane University, specifically at the A.B. Freeman School of Business, where he earned a Bachelor of Science in Management (BSM) with a focus on Finance. His studies spanned from 2015 to 2019, providing him with a solid foundation in financial principles and practices that he applies in his professional roles.
Previous Work Experience
Cole Gottlieb has a diverse work history that includes various roles in finance and public works. He worked as a Seasonal Employee in the Department of Public Works for the Town of Fairfield from 2016 to 2017. He also gained experience as an Investment Banking Intern Analyst at Evans Hagen & Company from 2018 to 2019, and as a Research Summer Analyst at Serengeti Asset Management in 2018. His earlier experience includes an internship at Boccarossa Insurance in 2015 and a role as an Investment Banking Analyst at Gordian Group, LLC from 2019 to 2021.
Content Creation and Community Engagement
Cole Gottlieb actively engages with the fintech community by hosting a Discord server dedicated to banking, fintech, and consumer lending earnings breakdowns and news. He authors multiple articles on fintech and banking news, covering a range of topics including earnings reports, regulatory updates, and financings. His contributions to the field help inform and educate others about the evolving landscape of financial technology.