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Brian Cohen Location
Naples, FL, US
Brian Cohen Work
Executive Director, Keystone Place at Bonita Springs @ (November 2023 - Present)
Executive Director, Inspirations at Town Center @ (January 2021 - January 2023)
Executive Director, Keystone Place at Naples Preserve @ (January 2018 - May 2021)
Business Development, North America @ (January 2016 - January 2017)
Director Of Client Development @ (February 2013 - December 2014)
Private Client VP and Senior Account Executive @ (January 2010 - January 2013)
VP and Financial Advisor - Wealth Management @ (January 2000 - January 2009)
Executive Director @ Balmoral Assisted Living Community (January 1994 - January 1999)
Brian Cohen Education
University of Florida
Bachelor Of Arts (English)
1990-1992
Red Bank Catholic H.S 1983-1987
Brian Cohen Skills
Healthcare Management
Servant Leadership
Leadership Development
Marketing
National Accounts
Sales Management
Sales
Wealth Management
Retirement Planning
Estate Planning
Asset Management
Financial Planning
Outside Sales
Strategic Planning
Public Relations
Investments
Social Media
Event Management
Business Development
Marketing Strategy
Portfolio Management
Finance
Financial Services
Financial Advisory
Customer Relationship Management (CRM)
Strategy
Nonprofits
Account Management
Entrepreneurship
Management Consulting
Microsoft Office
Client Relations
Client Development
Business Networking
Storytelling
Sales Presentations
Team Motivation
Team Building
Management
Public Speaking
Leadership
Fundraising
Client Rapport
Business Relationship Building
Contact Management
Trust Services
Holistic Financial Planning
Multi-generational wealth transfer
Healthcare Marketing
Multi Generational Wealth Transfer
Multi Generational
Software Development
Holistic Financial
Customer Relationship Management Crm
Customer Relationship Management
Brian Cohen Summary
Brian Cohen, based in Naples, FL, US, is currently a Executive Director, Keystone Place at Bonita Springs at Keystone Senior Management Services, Inc.. Brian Cohen brings experience from previous roles at Validus Senior Living, Keystone Senior Management Services, Inc., Alexander Proudfoot and Wescott Financial Advisory Group, LLC. Brian Cohen holds a 1990 - 1992 Bachelor Of Arts in English @ University of Florida. With a robust skill set that includes Healthcare Management, Servant Leadership, Leadership Development, Marketing, National Accounts and more. Brian Cohen has 3 emails and 2 mobile phone numbers on RocketReach.
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