Evan Cohen
VP - Financial Consultant
Representative for clients not served by a local Schwab branch.
+1 800-225-0441Financial credentials
- Series 7, 63, 66 Securities Licenses
- Life & Variable Annuity Insurance License
Experience
11 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2022-present
- Investment Consultant, Charles Schwab, 2016-2022
- Tax & Retirement Escalation Team, Charles Schwab, 2014-2016
- Active Trader Specialist, Charles Schwab, 2015-2016
- Registered Representative, Charles Schwab, 2014-2015
- Alpine Ski Instructor, Vail Resorts, 2009-2020
Education
- BS, Economics, Clemson University
Personal interests and affiliations
- Easterseals, Rocky Mountain Village, Volunteer - Schwab Volunteer Week
- Junior Achievers, Volunteer - Stock Market Challenge
- USGA Amateur Championship - Volunteer Marshal