Cole Goulet

Analyst at New Day Asset Management

Speaker

As the AI and Finance Analyst at Bequest Asset Management, I oversee the firm’s CRM and AI systems and manage the broader technology stack that supports our operations. My work integrates data management, automation, and advanced analytics to enhance efficiency and decision-making across the organization. With a strong focus on AI integration and blockchain applications, I help drive innovative solutions that align emerging technologies with Bequest’s strategic and financial goals.