Matt Cohen Email & Phone Number
Relationship Manager @ West Financial Services, Inc.
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Matt Cohen Location
- Rockville, MD, US
Matt Cohen Work
- Relationship Manager @ (January 2022 - Present)
- Portfolio Manager @ (October 2015 - January 2022)
- AVP | Growth Consulting @ Fortigent, LLC (May 2013 - August 2015)
- AVP | Wealth Consulting @ Fortigent, LLC (October 2010 - April 2013)
- Associate Director @ Fortigent, LLC (October 2008 - September 2010)
- Senior Analyst @ Fortigent, LLC (October 2006 - October 2008)
- Analyst @ Fortigent, LLC (October 2004 - October 2006)
Matt Cohen Education
- University of Maryland Baltimore County
Bachelor of Arts (B.A.) (Economics)
2000-2004
Matt Cohen Skills
- Wealth Management
- Investments
- Investment Advisory
- Alternative Investments
- Asset Management
- Asset Allocation
- Equities
- Financial Modeling
- Mutual Funds
- Investment Management
- Hedge Funds
- Financial Services
- Financial Advisory
- Investment Strategies
- Fixed Income
- Financial Analysis
- Wealth Management Services
- Securities
- Valuation
- Series 7
- Financial Planning
- Leadership
- Business Development
- Management
- Strategic Consulting
- Strategic Financial Planning
- Sales
- Consulting
- Relationship Management
- Strategic Planning
- PowerPoint
- Analysis
Matt Cohen Summary
- Matt Cohen, based in Rockville, MD, US, is currently a Relationship Manager at West Financial Services, Inc.. Matt Cohen brings experience from previous roles at West Financial Services, Inc. and Fortigent, LLC. Matt Cohen holds a 2000 - 2004 Bachelor of Arts (B.A.) in Economics @ University of Maryland Baltimore County. With a robust skill set that includes Wealth Management, Investments, Investment Advisory, Alternative Investments, Asset Management and more. Matt Cohen has 3 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Matt Cohen?
Find contact details for 700 million professionals.
Others Named Matt Cohen
Matt Cohen
Chief Revenue Officer
Los Angeles, CA, US
Matt Cohen
President
New York, NY, US
Matt Cohen
Executive Creative Director
New York, NY, US
Matt Cohen
Founder and Managing Partner
Toronto, ON, CA
Matt Cohen
Founder and Managing Partner
Boston, MA, US
Matt Cohen
CEO
Miami, FL, US
Top West Financial Services, Inc. Employees
Patrick Fitzgerald
Portfolio Manager
Washington, DC, US
Matt Cohen
Relationship Manager
Rockville, MD, US
Anh Lam
Chief Compliance Officer and Senior Vice President
McLean, VA, US
Brian Horan
Senior Relationship Manager | Vice President
Washington, DC, US
Angel Irazola
Senior Financial Planner
Vienna, VA, US
Abigail Just
Director of Portfolio Management
Washington, DC, US
R. Stolz
Senior Portfolio Manager, Vice President
Arlington, VA, US
Ryan Streilein
Portfolio Manager
Rockville, MD, US
Leslie Helfgott
Project and Event Manager
Washington, DC, US
Leo Wilson
Equity Analyst
Washington, DC, US
Brendan Lyons
Associate Portfolio Manager
Belle Haven, VA, US
Rodrigo Huerta
Senior Relationship Manager, Vice President
Washington, DC, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co