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John Cozza Location
United States
John Cozza Work
2019 -now Digital Wealth Sales @
2017 -2019 Account Representative @
2015 -2017 Financial Advisor @
2014 -2015 New Accounts Associate @
John Cozza Education
Coastal Carolina University
Bachelor of Science (B.S.) (PGA Golf Management Program)
2008-2012
John Cozza Skills
Microsoft PowerPoint
Golf Instruction
Financial Services
Salesforce.com
Account Management
Investments
Microsoft Excel
Customer Service
Customer Service Training
Microsoft Office
Salesforce
Sales
Public Speaking
Wealth Management
PowerPoint
Accounting
Windows
Data Analysis
English
Finance
Outlook
Facebook
Microsoft Word
Training
Time Management
Financial Analysis
Teamwork
Management
Research
Series 7
Alternative Investments
Financial Advisory
Newton
Golf Club Repair
Brokerage
Net
Instruction
Adjustments
Merchandising
Honor
Data Profiling
Uniform Combined State Law
Paperwork
Assessment
Organizational Structure
Merrill Lynch
Financial Statements
Insurance Planning
Science
Funding
Metrics
Rules
Loan Servicing
Source
Coastal
PGA
Golf
Valuation
Networking
Portfolio Management
Business Services
Reports
Balance Sheet
Oral Communication
Strategies
Testing
Affluent
Financial Institutions
Wealth
Written
Gamma
R
Corporate Finance
Management Accounting
Home Equity Loans
Checks
Needham
Lives
Project Planning
Software Lifecycle
Country
Six Sigma
Banking
International
Internships
Portfolio
Reviews
Golf Management
Rate
Credit Scoring
Health Insurance
Delivery
Dealers
Retirement Planning
Golf Course Management
John Cozza Summary
John Cozza, based in United States, is currently a Digital Wealth Sales at Apex Fintech Solutions. John Cozza brings experience from previous roles at Acushnet Company, Merrill Lynch and Commonwealth Financial Network. John Cozza holds a 2008 - 2012 Bachelor of Science (B.S.) in PGA Golf Management Program @ Coastal Carolina University. With a robust skill set that includes Microsoft PowerPoint, Golf Instruction, Financial Services, Salesforce.com, Account Management and more. John Cozza has 4 emails and 1 mobile phone numbers on RocketReach.
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