Jake Cogan Email & Phone Number
Head of Relationship Management @ Flourish
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Jake Cogan Location
- New York, NY, US
Jake Cogan Work
- Head of Relationship Management @ (January 2023 - Present)
- Director of Client Services @ (July 2021 - January 2023)
- Senior Client Relationship Manager @ (July 2019 - June 2021)
- Senior Associate @ KLS Professional Advisors, LLC (January 2017 - June 2019)
- Associate @ KLS Professional Advisors, LLC (July 2014 - December 2016)
- Sales Research and Training Intern @ (May 2012 - August 2012)
- Launch Operator @ H&M Powles Marina (January 2006 - December 2011)
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 1 emails and 2 mobile phone numbers on RocketReach.
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