Cole Smitley
Carmel,IN
Summary
Client-focused and entrepreneurial professional with experience in business ownership and wealth management support. Demonstrated ability to build lasting client relationships, communicate effectively, and contribute to financial planning and portfolio analysis in professional advisory environments.
Overview
2026
2026
years of professional experience
Work History
Founder & Owner
Cole's Car Detailing LLC
Carmel, IN
2021 - Current
- Established and managed a successful detailing business, cultivating a loyal clientele of over 100 repeat customers.
- Achieved monthly revenue generation of $3k-$4k during academic year and $5k+ during summer months.
- Formulated pricing models and recurring service plans to enhance customer retention.
- Cultivated and maintained client relationships while overseeing scheduling and financial tracking.
Finance Intern
Oaktree Financial Advisors
Carmel, IN
2024 - 2025
- Conducted thorough analysis of client financial statements and investment portfolios to enhance investment strategies.
- Observed and analyzed advisor meetings to enhance understanding of retirement and asset allocation strategies.
- Facilitated comprehensive market research and portfolio review preparation processes.
Server Assistant
Harry and Izzy's
Indianapolis, IN
2021 - 2023
- Engaged with guests directly in a fast-paced, high-volume setting.
- Refined professionalism and interpersonal skills by actively interacting with customers on a daily basis.
Education
Bachelor of Science - Financial Counseling And Planning
Purdue University
West Lafayette, IN05.2027
Skills
- Entrepreneurial leadership
- Financial planning fundamentals
- Communication & interpersonal skills
- Client relationship management
Timeline
Founder & Owner
Cole's Car Detailing LLC
2021 - Current
Finance Intern
Oaktree Financial Advisors
2024 - 2025
Server Assistant
Harry and Izzy's
2021 - 2023
Bachelor of Science - Financial Counseling And Planning
Purdue University