Cole Stewart
Vancouver,BC
Summary
Investor Relations & Business Development Expert
As a results-driven leader with a proven entrepreneurial spirit, I have a track record spanning over a decade in driving business growth through strategic investor communications and business development. I work directly with C-Suite executives to raise capital, develop omni-channel investor communications strategies, and leverage emerging market trends to optimize revenue opportunities.
Overview
10
10
years of professional experience
Work History
Partner & Co-founder
Anthem Strategies
09.2023 - Current
- Achieved successful client outcomes by identifying and addressing their unique communication needs and goals.
- Expanded the firm's clientele through strategic networking and relationship building initiatives.
- Collaborated with a diverse team of professionals to develop innovative solutions for complex legal issues.
- Streamlined internal processes, fostering improved efficiency and productivity within the firm.
Partner
Longtable Capital Partners
09.2019 - Current
- Prepared and published financial reports, articles, quarterly call scripts, updates, and press releases.
- Advised and executed strategic investor relations, capital raising, capital allocation, and capital markets strategies across diverse sectors.
- Managed annual budgets up to $1 million.
- Defined and coordinated optimal financing solutions, playing pivotal role in securing over $120 million in capital for various businesses.
Investment Advisor
Mackie Research Capital
03.2017 - 09.2019
- Cultivated client base, expanding from zero to over 200 individual investors through targeted call and email campaigns, face-to-face meetings, and referrals.
- Kept abreast of financial markets by researching current economic trends and investment prospects, ensuring informed decision-making.
- Proficiently executed trade orders for clients while implementing strategic trading approaches aligned with diverse investment theses.
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
Investment Representative
Haywood Securities
10.2015 - 03.2017
Account Executive
Capital Event Management
08.2014 - 10.2015
Education
Bachelor of Arts - Geography (Pre-Law)
University of British Columbia
Vancouver, BC05.2014
Foreign Exchange Program -
University of Copenhagen
Copenhagen, DenmarkLicenses & Certifications
Skills
- Investor & Executive Relations
- Enterprise & Consultative Sales
- Campaign & Vendor Management
- Public Equity Markets & IPO Strategies
- Compliance Adherence
- Marketing & Financial Releases and Scripts
- Capital Raising Strategies
- Prospecting, Cold Calling & Account Management
- Event Planning & Networking
Community Involvment
Social Chair
Beta Theta Pi Fraternity
Volunteer
Elder Paws Senior Dog Assistance Program
Children's Developmental Disabilities Program Leader
Steveston Community Society
Assistant Coach & Referee
Richmond Lacrosse Association
Timeline
Partner & Co-founder
Anthem Strategies
09.2023 - Current
Partner
Longtable Capital Partners
09.2019 - Current
Investment Advisor
Mackie Research Capital
03.2017 - 09.2019
Investment Representative
Haywood Securities
10.2015 - 03.2017
Account Executive
Capital Event Management
08.2014 - 10.2015
Bachelor of Arts - Geography (Pre-Law)
University of British Columbia
Foreign Exchange Program -
University of Copenhagen
Licenses & Certifications