Joshua Cohen
Financial Representative at Shamrock Trading Corporation- Claim this Profile
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Bio
Experience
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Shamrock Trading Corporation
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United States
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Truck Transportation
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500 - 600 Employee
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Financial Representative
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Jan 2022 - Present
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American Express
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United States
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Financial Services
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700 & Above Employee
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Customer Care Professional
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Apr 2021 - Dec 2021
Virtual Provided white-glove service to high-profile individual and business clients while assisting with the management of their financial portfolios.
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AT&T
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United States
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Telecommunications
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700 & Above Employee
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Account Executive
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Aug 2020 - Dec 2020
Excelled in a cybersecurity, mobility, and internet sales capacity.
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Chipotle Mexican Grill
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United States
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Restaurants
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700 & Above Employee
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Service Manager
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Aug 2017 - Mar 2020
Columbia, Missouri Area Oversaw day-to-day restaurant operations. Achieved two promotions during my time at Chipotle.
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AT&T
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United States
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Telecommunications
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700 & Above Employee
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B2B Account Executive
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Jun 2019 - Aug 2019
Irving, TX, United States Gained internship experience and industry knowledge about the business use cases for technology.
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Grossman Financial Management
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United States
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Financial Services
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1 - 100 Employee
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Private Contractor
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May 2018 - Aug 2018
San Francisco Bay Area Assisted in creating retirement plans in Excel, while interpreting, analyzing, and creating reports on clients financial welfare. Additionally, I became familiar with industry leading retirement planning software packages, namely eMoney and MoneyGuidePro.
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Education
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University of Missouri-Columbia
Masters, Data Analytics -
University of Missouri-Columbia
Bachelor's degree, Degree with an Emphasis in Business, Spanish, and Classics