John Cozza Email & Phone Number
Digital Wealth Sales @ Apex Clearing
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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.) (Finance, General)
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
- 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 Finance, General @ 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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Top Apex Clearing Employees
Lindsay Shake
Chief Legal Officer
United States
Samantha Winkler
Chief Strategy Officer
Chicago, IL, US
Fritz Louis-Charles
Vice President of Operations
North Richland Hills, TX, US
John Stuart
Vice President, Head of Global Business Development
California, United States
Josh Pittman
Vice President of Technology Operations
Dallas, TX, US
Andrew Tourney
Chief Compliance Officer
Chicago, IL, US
Daniel Gicklhorn
VP, Platform
Issaquah, WA, US
William Brennan
Chief Administrative Officer
Chicago, IL, US
Terry Ray
Chief Revenue Officer
Dallas, TX, US
William Capuzzi
CEO
New York, NY, US
Connor Coughlin
Chief Customer Officer
New York, NY, US
Laura Agharkar
VP, Global Head of Human Resources
New York, NY, US
Mariano Sarullo
Vice President Of AI Engineering
Chicago, IL, US
Michael Kerins
VP, Head of Product Experience
Philadelphia, PA, US
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