2021 -
2022 Business Development Director (Insurance) @ Undisclosed
2017 -
2021 New Business Development @
2016 -
2017 Head of Sales and Client Engagement @ Miles Capital, Inc.
2005 -
2016 Investment Strategist and Financial Services Sales @ Undisclosed Company
2005 -
2010 Senior VP, Portfolio Specialist @
David Cohen Education
Ithaca College
BS (Accounting)
1989
-
1993
David Cohen Skills
Investments
Mutual Funds
Investment Strategies
ETFs
Portfolio Management
Asset Management
Financial Advisory
Relationship Management
Series 7
Trading
Financial Services
Alternative Investments
Series 63
Asset Allocation
Business Relationship Management
Securities Regulation
Securities
Wealth Management
Strategy
David Cohen Summary
David Cohen, based in New York, NY, US, is currently a Director of Sales at Agrograph. David Cohen brings experience from previous roles at OneKonnect, Atidot and Undisclosed. David Cohen holds a 1989 - 1993 BS in Accounting @ Ithaca College. With a robust skill set that includes Investments, Mutual Funds, Investment Strategies, ETFs, Portfolio Management and more. David Cohen has 3 emails and 2 mobile phone numbers on RocketReach.
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