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Audrey Cole, Chief Happiness Officer & Director of Operations

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SEG’s 25+ years of success are a direct result of the firm’s team-oriented culture. Titles are irrelevant here. We work cooperatively toward the same goals and everyone’s ideas are valued equally.”

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M&A Experience

Audrey applies nearly 30 years of experience in financial services office management, systems analysis and executive support to ensure SEG’s operations run smoothly. Her responsibilities span client service, proposal preparation, contract administration, invoicing, accounts receivable / payable, payroll, budgeting, database management and administrative support.

Outside of SEG, Audrey is an active volunteer in support of military associations, Habitat for Humanity and animal rescue.

Career Highlights

Audrey helped to create a computer language that facilitated electronic communications between banks, investment managers and brokers located worldwide, greatly reducing transaction-related errors and omissions. The program is still in-use, 20 years later.

After working at three of the largest Investment Management corporations for many years, it is a blessing to work at SEG. We are a single team and every person’s input is listened to, and valued equally, resulting in great outcomes for clients and an enjoyable place to work.

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Education

  • University of La Verne, A.A., Accounting
    • Cum Laude
  • University of La Verne, B.A., Business Management
    • Minor in Finance
    • Cum Laude
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