Jackie Cohen Email & Phone Number
Investment Management Consultant @ Fidelity Investments
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Jackie Cohen Location
- San Francisco, CA, US
Jackie Cohen Work
- Investment Management Consultant @ (January 2023 - Present)
- Client Management Representative @ (December 2021 - January 2023)
- Wealth Advisor @ (January 2021 - December 2021)
- Financial Advisor @ (January 2019 - January 2021)
- Personal Finance Editor and Content Manager @ (September 2007 - April 2019)
- Assignment Editor @ (January 2008 - January 2010)
- West Coast Bureau, The Bond Buyer @ (January 2005 - January 2007)
- Personal Finance Desk @ (January 2004 - January 2005)
- Freelance @ (January 2001 - January 2004)
- Financial Writer @ (January 2001 - January 2004)
- Senior Editor, The Industry Standard @ (January 1998 - January 2001)
- Editor, Bank Technology News @ (January 1995 - January 1998)
- Assistant to the Editor-in-Chief, New York Law Journal @ (April 1993 - June 1994)
Jackie Cohen Education
- UC Berkeley
CFP (Online intensive program to prepare for the Certified Financial Planner designation.)
2020-2022 - Reed College
Classics and Classical Languages, Literatures, and Linguistics
- Claremont Graduate University
M.A. (English)
- Macalester College
B.A. (English and classics, with a core concentration in humanities)
- The School of the Art Institute of Chicago
Jackie Cohen Skills
- Insurance
- Financial Planning
- Personal Financial Planning
- Investments
- Retirement Planning
- Portfolio Management
- Finance
- Financial Reporting
- Financial Services
- Financial Modeling
- Trading
- Life Insurance
- Homeowners Insurance
- Auto Insurance
- Commercial Insurance
- Liability Insurance
- Wealth Management
- Alternative Investments
- Investor Relations
- Investment Advisory
- Retirement Income Strategies
- 401(k) Retirement Savings Plans
- Retirement Savings
- Qualified Retirement Plans
- Financial Advisory
- Pension Funds
- IRAs
- Estate Planning
- Personal Finance
- Copy Editing
- SEO
- Editorial
- Social Media
- Newsletters
- Editing
- YouTube
- Storytelling
- Marketing Communications
- Content Management
- Journalism
- New Media
- Social Networking
- Facebook Marketing
- Corporate Communications
- Digital Media
- Social Media Measurement
- SEO copywriting
- Internet Strategy
- Breaking News
- SEM
- Dreamweaver
- Integrated Marketing Communications Planning
- QuarkXPress
- Business
- Hootsuite
- AP Style
- Facebook Fan Page Creation
- Custom Facebook Pages
- Quora
- Google+
- CSS
- InDesign
- Spanish
- Mobile Strategy
- Small Business Marketing
- Internet
- Radian6
- Adobe Creative Suite
- Project Management
- Multimedia Marketing Communications
- LinkedIn API
- Small Business
- Social Entrepreneurship
- E-commerce Consulting
- Communications
- Content Marketing
- Portfolio
- Wells Fargo
- Cbs
- Professional Indemnity
- Business Interruption
- Work Ethic
- Multimedia Marketing
- E Commerce Consulting
- Management Liability Insurance
- Facebook Fan Page
- Wealth
- Leadership
- Strategy
- High Value Private Insurance
- Unlimited
- Business Continuity
- Integrated Marketing
- Credit
- Organizational Structure
- Deadline
- Hearing
- Recruiting
- Deloitte
- Technology Companies
- Motif
- San Francisco
- Resume
- Cyber
- Applications
- Social Media Marketing
- Detail
- Writing
- Data Insurance
- New Ideas
- Strategic Planning
- Medical Malpractice
- Traits
- Bloomberg
- News
Jackie Cohen Summary
- Jackie Cohen, based in San Francisco, CA, US, is currently a Investment Management Consultant at Fidelity Investments. Jackie Cohen brings experience from previous roles at Fidelity Investments, Perigon Wealth Management, LLC, Prudential Financial and ticular - strategies for success. Jackie Cohen holds a 2020 - 2022 CFP in Online intensive program to prepare for the Certified Financial Planner designation. @ UC Berkeley. With a robust skill set that includes Insurance, Financial Planning, Personal Financial Planning, Investments, Retirement Planning and more. Jackie Cohen has 2 emails and 2 mobile phone numbers on RocketReach.
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