Cole Mitchell: Email & Phone Number

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Financial Planner at CGI Business Solutions|Boston, Massachusetts, United States

Position:

Financial Planner at CGI Business Solutions

Location:

Boston, Massachusetts, United States

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Last updated: 2026-06-19

Updated: 2026-06-19

Found email addresses for Cole Mitchell:

Business emails:

c*******l@cgiwm.com

Personal emails:

c*******l@bryant.edu,

c**************5@gmail.com,

t************d@gmail.com

Found phone for Cole Mitchell:

+1-***-***-0715

A different Cole Mitchell?

Work Experience 7 years

Financial Planner at CGI Business Solutions

Jan 2025 - Current

Financial Planner at Forbes Financial Planning, Inc

Aug 2022 - Feb 2025

Financial Planning Intern at Forbes Financial Planning, Inc

May 2021 - Aug 2022

Acquisition Manager at Naples Home Buyers

Aug 2021 - Jul 2022

Financial Planning Specialist at FP Solutions RI, LLC

Sep 2020 - Feb 2021

Data Analysis Intern at MaxLite

Aug 2019 - May 2020

Cole Mitchell started working in 2019, then the employee has changed 4 companies and 4 jobs. On average, Cole Mitchell works for one company for 1 year 3 months.

Their professional focus is Certified Financial Planner, Competitive, and Delegation across 3 core areas.

Cole holds Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), and Series 63 certifications.

Education

Bachelor of Science in Business Administration at Bryant University

Cole Mitchell Namesakes

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Cole Mitchell

Atlantic Windoor Ltd

Accounts Payable Clerk

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Cole Mitchell

Wayfair

Assistant Manager of Visual Merchandising

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Cole Mitchell

Financial Document Review Analyst

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