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 @
- 2022 -2023 Financial Professional @
- 2021 -2022 Financial Analyst @ A.D.A.M.
- 2021 -2021 Bloomberg Trading Challenge Team Leader @
- 2020 -2021 CFA Research Challenge Team Leader @
- 2020 -2020 Intern at Cetera Financial Group @
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
- Real Estate Planning
- Leadership
- Management
- Hardworking
- Motivated
- Microsoft Excel
- Problem Solving
- Teamwork
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.
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