Adam Cohen Email & Phone Number
Senior Financial Advisor Associate @ The Fox Alliance
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Adam Cohen Location
- San Antonio, TX, US
Adam Cohen Work
- 2025 -now Senior Financial Advisor Associate @
- 2020 -2024 Operations Specialist @
- 2017 -2020 Client Services Associate @
- 2016 -2017 Transaction Processing Associate @
- 2015 -2016 Separately Managed Accounts Associate @
- 2009 -2015 Security Reference Management Analyst @
- 2007 -2009 Transaction Processing Associate @
- 2003 -2007 Senior Associate - Content Services Dept @
Adam Cohen Education
- Austin College
Bachelor of Arts - BA (Liberal Arts and Sciences/Liberal Studies)
1991-1995
Adam Cohen Skills
- Microsoft Office
- Loyal
- Investments
- Equities
- Fixed Income
- Mutual Funds
- Bloomberg Terminal
- Risk Management
- Customer Service
- Data Analysis
- Procurement
- Inventory Management
- Data Entry
- Securities
- Bloomberg
- Finance
- Asset Management
Adam Cohen Summary
- Adam Cohen, based in San Antonio, TX, US, is currently a Senior Financial Advisor Associate at The Fox Alliance. Adam Cohen brings experience from previous roles at SWBC, Capital Group | American Funds and AB. Adam Cohen holds a 1991 - 1995 Bachelor of Arts - BA in Liberal Arts and Sciences/Liberal Studies @ Austin College. With a robust skill set that includes Microsoft Office, Loyal, Investments, Equities, Fixed Income and more. Adam Cohen has 2 emails and 1 mobile phone numbers on RocketReach.
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