David Cohan Email & Phone Number
Director, Retirement Fiduciary Services @ Envestnet, Inc
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David Cohan Location
- Wilmette, IL, US
David Cohan Work
- 2021 -now Director, Retirement Fiduciary Services @
- 2017 -2021 AVP, Enterprise Services @ Envestnet Retirement Solutions
- 2015 -2017 Advisor Relations @ Envestnet Retirement Solutions
- 2015 -2015 Financial Analyst @
- 2015 -2015 Intern @ Callero Capital Management
David Cohan Education
- DePaul University
Bachelor’s Degree (Finance and Accounting, Summa Cum Laude)
2012-2015
David Cohan Skills
- PowerPoint
- Public Speaking
- Accounting
- Insurance
- Financial Modeling
- Data Analysis
- Investments
- Finance
- HTML
- Programming
- Microsoft Office
- Java
- Microsoft Word
- Microsoft Excel
- VBA
- Customer Service
- Financial Analysis
- Asphalt
- Python
- Management
- Financial Reporting
David Cohan Summary
- David Cohan, based in Wilmette, IL, US, is currently a Director, Retirement Fiduciary Services at Envestnet, Inc. David Cohan brings 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 has 1 emails and 1 mobile phone numbers on RocketReach.
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