Keith Cohen Email & Phone Number
Financial Advisor @ Wells Fargo Advisors
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Keith Cohen Location
- Washington, DC, US
Keith Cohen Work
- 2024 -now Financial Advisor @
- 2020 -2024 Financial Consultant at E*TRADE @
- 2018 -2020 Financial Advisor @
- 2014 -2018 Practice Management Consultant @
- 2011 -2014 Project Manager @
- 2008 -2011 Senior Managed Accounts Operations Analyst @
- 2007 -2008 Intern @
Keith Cohen Education
- Towson University 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 and Janney Montgomery Scott LLC. Keith Cohen holds a 2003 - 2008 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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