Jake Cogan Email & Phone Number
Head of Relationship Management @ Flourish
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Jake Cogan Location
- New York, NY, US
Jake Cogan Work
- 2023 -now Head of Relationship Management @
- 2021 -2023 Director of Client Services @
- 2019 -2021 Senior Client Relationship Manager @
- 2017 -2019 Senior Associate @ KLS Professional Advisors, LLC
- 2014 -2016 Associate @ KLS Professional Advisors, LLC
- 2012 -2012 Sales Research and Training Intern @
- 2006 -2011 Launch Operator @ H&M Powles Marina
Jake Cogan Education
- University of Rochester
Bachelor of Arts (B.A.) (Business; Markets and Organizations)
2010-2014 - UNSW 2013-2013
Jake Cogan Skills
- Time Management
- Customer Satisfaction
- Critical Thinking
- Networking
- Microsoft Excel
- Microsoft Word
- Analysis
- Data Collection
- Sales
- Customer Service
- Data Analysis
- PowerPoint
- Microsoft Office
- Training
- Research
- Financial Analysis
- Asset Management
- Portfolio Performance Analysis
Jake Cogan Summary
- Jake Cogan, based in New York, NY, US, is currently a Head of Relationship Management at Flourish. Jake Cogan brings experience from previous roles at Zoe Financial and KLS Professional Advisors, LLC. Jake Cogan holds a 2010 - 2014 Bachelor of Arts (B.A.) in Business; Markets and Organizations @ University of Rochester. With a robust skill set that includes Time Management, Customer Satisfaction, Critical Thinking, Networking, Microsoft Excel and more. Jake Cogan has 2 emails and 2 mobile phone numbers on RocketReach.
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