Joel Cogan Email & Phone Number
Vice-President, Senior Investment Advisor and Portfolio Manager @ BMO Nesbitt Burns
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Joel Cogan Location
- Winnipeg, MB, CA
Joel Cogan Work
- Vice-President, Senior Investment Advisor and Portfolio Manager @ (September 1996 - Present)
- Investment Advisor @ Richardson Greenshields (April 1995 - August 1996)
Joel Cogan Education
- Canadian Securities Institute
Fellow Of The Canadian Securities Institute (Fellow of the Canadian Securities Institute)
1994-2006 - University of Manitoba
Honours Commerce, Business (Bachelor of Commerce - Honours)
1989-1994
Joel Cogan Skills
- Wealth Management
- Investment Advisory
- Investments
- Mutual Funds
- Portfolio Management
- Retirement Planning
- Strategic Financial Planning
- Retirement
- Asset Allocation
- Investment Management
- Personal Financial Planning
- Wealth Preservation Planning
- High Net Worth Individuals
- Wealth Management Services
- Securities
- Finance
- Financial Planning
- Management
- Financial Analysis
- Investment Strategies
- Customer Service
- Leadership
- Risk Management
Joel Cogan Summary
- Joel Cogan, based in Winnipeg, MB, CA, is currently a Vice-President, Senior Investment Advisor and Portfolio Manager at BMO Nesbitt Burns. Joel Cogan brings experience from previous roles at Richardson Greenshields. Joel Cogan holds a 1994 - 2006 Fellow Of The Canadian Securities Institute in Fellow of the Canadian Securities Institute @ Canadian Securities Institute. With a robust skill set that includes Wealth Management, Investment Advisory, Investments, Mutual Funds, Portfolio Management and more. Joel Cogan has 1 emails and 1 mobile phone numbers on RocketReach.
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