Marko Cohen Email & Phone Number

Head of Client Services | Financial Advisor @ Wooster Square Advisors LLC

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Marko Cohen Location

New Haven, CT, US

Marko Cohen Work

2023 - now Head of Client Services | Financial Advisor @ Wooster Square Advisors LLC
2022 - 2023 Financial Professional @ National Financial Network
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2021 - 2022 Financial Analyst @ A.D.A.M.

2021 - 2021 Bloomberg Trading Challenge Team Leader @ Bloomberg
2020 - 2021 CFA Research Challenge Team Leader @ CFA Institute
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2020 - 2020 Intern at Cetera Financial Group @ Cetera Financial Group

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Marko Cohen Education

Quinnipiac University
2018 - 2022

Marko Cohen Skills

Customer Relationship Management (CRM)
Investment Management
Private Wealth Management

Tax Strategies
Estate Planning
Insurance
Financial Planning
Retirement Planning
Life Insurance
Disability Insurance

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Marko Cohen Summary

Marko Cohen, based in New Haven, CT, US, is currently a Head of Client Services | Financial Advisor at Wooster Square Advisors LLC. Marko Cohen brings experience from previous roles at National Financial Network, A.D.A.M., Bloomberg LP and CFA Institute. Marko Cohen holds a 2018 - 2022 Quinnipiac University. With a robust skill set that includes Customer Relationship Management (CRM), Investment Management, Private Wealth Management, Tax Strategies, Estate Planning and more. Marko Cohen has 1 emails on RocketReach.

Marko Cohen Emails

Found 1 emails

@woostersquareadvisors.com

Marko Cohen Phone Numbers

Found 1 phone numbers

+1 203-408-XXXX

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Top Wooster Square Advisors LLC Employees

Carlos Salmon

Partner | Wealth Manager at Wooster Square Advisors LLC

Hartford, CT, US
2
- gmail.com
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David Gay

Wealth Manager, Financial Adviser at Wooster Square Advisors LLC

New Haven, CT, US
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Robert Loricco

Wealth Manager at Wooster Square Advisors LLC

New Haven, CT, US
2
- woostersquareadvisors.com
- hopkins.edu
1
- +1 732-684-XXXX

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