Keith Cohen Email & Phone Number
Financial Advisor @ Wells Fargo Advisors
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Keith Cohen Location
- Washington, DC, US
Keith Cohen Work
- Financial Advisor @ (April 2024 - Present)
- Financial Consultant at E*TRADE @ (September 2020 - April 2024)
- Senior Managed Accounts Operations Analyst @ (August 2008 - November 2011)
- Intern @ (September 2007 - May 2008)
- Financial Advisor @ (February 2018 - September 2020)
- Practice Management Consultant @ (September 2014 - February 2018)
- Project Manager @ (November 2011 - September 2014)
Keith Cohen Education
- Towson University
Business (Finance)
2003-2008 - Plymouth-Whitemarsh Senior High School 1999-2003
Keith Cohen Skills
- PowerPoint
- Practice Management
- Stock Market
- Fusion Middleware
- Account Management
- Sales
- Portfolio Management
- Investments
- Bloomberg
- Business Analysis
- Negotiation
- Strategic Planning
- Sales Management
- Wealth Management
- Operations
- Mutual Funds
- Microsoft Office
- Middleware
- Microsoft Excel
- Financial Analysis
- Back Office
- Management
- Project Management
- Trading
- Securities
Keith Cohen Summary
- Keith Cohen, based in Washington, DC, US, is currently a Financial Advisor at Wells Fargo Advisors. Keith Cohen brings experience from previous roles at E*TRADE from Morgan Stanley, Bank of New York Mellon, Smith Barney and Janney Montgomery Scott LLC. Keith Cohen holds a 2003 - 2008 Business in Finance @ Towson University. With a robust skill set that includes PowerPoint, Practice Management, Stock Market, Fusion Middleware, Account Management and more. Keith Cohen has 1 emails and 1 mobile phone numbers on RocketReach.
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