Jeffrey Cohen Email & Phone Number
First Vice President - Investment Officer @ Wells Fargo Advisors
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Jeffrey Cohen Location
- Washington, DC, US
Jeffrey Cohen Work
- First Vice President - Investment Officer @ (July 2016 - Present)
- Regional Sales Director @ (April 2015 - March 2016)
- Vice President @ (June 2013 - April 2015)
- Investment Management Associate @ (January 2011 - June 2013)
- Regional Marketing Associate @ (June 2007 - January 2011)
- Sales Associate @ (May 2006 - June 2007)
Jeffrey Cohen Education
- Penn State University
Marketing (Business)
2002-2006
Jeffrey Cohen Skills
- Financial Services
- Asset Allocation
- Investments
- Finance
- Strategic Planning
- Retirment Planning
- Strategic Investment Planning
- Exchange Traded Funds
- Alternative Investments
- Series 63
- Retirement Planning
- Sales Finance
- Financial Planning
- Financial Sales
- Portfolio Management
- Asset Managment
- Equities
- Mutual Funds
- Strategic Financial Planning
- Asset Management
- New Business Development
- Separately Managed Accounts
- Indexing
- Customer Service
- Management
- Project Management
- ETFs
- Indices
- Investment Management
Jeffrey Cohen Summary
- Jeffrey Cohen, based in Washington, DC, US, is currently a First Vice President - Investment Officer at Wells Fargo Advisors. Jeffrey Cohen brings experience from previous roles at Highland Capital Management, L.P., Direxion Investments, BlackRock and Fred Alger Management. Jeffrey Cohen holds a 2002 - 2006 Marketing in Business @ Penn State University. With a robust skill set that includes Financial Services, Asset Allocation, Investments, Finance, Strategic Planning and more. Jeffrey Cohen has 3 emails and 1 mobile phone numbers on RocketReach.
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