Evan Cohen Email & Phone Number
Head of Foundation Wealth Partners @ Purpose Unlimited
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Evan Cohen Location
- Toronto, ON, CA
Evan Cohen Work
- 2024 -now Head of Foundation Wealth Partners @
- 2021 -2024 Managing Director, Wealth Management Operations @
- 2017 -2021 AVP, Wealth Management @
- 2016 -2017 Senior Manager, Wealth Information Centre @
- 2014 -2016 Senior Manager, Retail Savings and Investing @
- 2013 -2014 Senior Manager, Cross-Border Customer Experience @
- 2012 -2013 Manager, Cross-Border Customer Experience @
- 2011 -2012 Manager, Managed Investment Solutions @
- 2010 -2011 Associate Product Manager @
- 2008 -2010 TDBFG Management Associate Program @
Evan Cohen Education
- University of Pennsylvania - The Wharton School
(Leading Organizational Change Program)
2013-2013 - Stanford University
(Strategic Decision & Risk Management Program)
2010-2010 - Sobey School of Business at Saint Mary's University
MBA, Finance (Finance)
2005-2007 - Franklin & Marshall College
BA, Business Administration / Econommics (Business Administration / Econommics)
Evan Cohen Skills
- Financial Analysis
- Management
- Banking
- Mutual Funds
- Business Analysis
- Financial Modeling
- Customer Experience
- Equities
- Capital Markets
- Portfolio Management
- Financial Services
- Fixed Income
- Leadership
- Research
- Program Management
Evan Cohen Summary
- Evan Cohen, based in Toronto, ON, CA, is currently a Head of Foundation Wealth Partners at Purpose Unlimited. Evan Cohen brings experience from previous roles at BMO Financial Group and TD. Evan Cohen holds a 2013 - 2013 University of Pennsylvania - The Wharton School. With a robust skill set that includes Financial Analysis, Management, Banking, Mutual Funds, Business Analysis and more.
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