David Cohan's Location
Wilmette, IL, US
David Cohan's Work
- Director, Retirement Fiduciary Services @ Envestnet, Inc
- AVP, Enterprise Services @ Envestnet Retirement Solutions
- Advisor Relations @ Envestnet Retirement Solutions
- Financial Analyst @ tms
- Intern @ Callero Capital Management
David Cohan's Education
- DePaul University
Bachelor’s Degree (Finance and Accounting, Summa Cum Laude)
2012 - 2015
David Cohan's Skills
- PowerPoint
- Public Speaking
- Accounting
- Insurance
- Financial Modeling
- Data Analysis
- Investments
- Finance
- HTML
- Programming
David Cohan's Summary
David Cohan, based in Wilmette, IL, US, is currently a Director, Retirement Fiduciary Services at Envestnet, Inc, bringing experience from previous roles at Envestnet Retirement Solutions, The Marketing Store and Callero Capital Management. David Cohan holds a 2012 - 2015 Bachelor’s Degree in Finance and Accounting, Summa Cum Laude @ DePaul University. With a robust skill set that includes PowerPoint, Public Speaking, Accounting, Insurance, Financial Modeling and more, David Cohan contributes valuable insights to the industry. David Cohan has 1 email on RocketReach.
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