Evan Cohen

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 800-225-0441

Financial 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

  • Rocky Mountain Village, Volunteer - Schwab Volunteer Week
  • Junior Achievers, Volunteer - Stock Market Challenge
  • USGA Amateur Championship - Volunteer Marshal

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