Stacey Cohen

Financial Advisor at Thrive Capital Management, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Philadelphia
Skills

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Bio

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Experience

  • Thrive Capital Management, LLC
    • United States
    • Investment Management
    • Financial Advisor
      • Nov 2021 - Present
  • Prudential Financial
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Feb 2020 - Nov 2021

      Exton, Pennsylvania, United States

  • Ameriprise Financial Services, LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planning Analyst at Hickory Pointe Financial Group
      • Oct 2018 - Dec 2019

      Plymouth Meeting

    • Client Concierge at Beacon Bridge Wealth Partners
      • Nov 2013 - Oct 2018

      Greater Philadelphia Area Upholding the standards of a client service model that allows us to provide exceptional service to our clients.

  • CBIZ
    • United States
    • Business Consulting and Services
    • 700 & Above Employee
    • Accounts Executive Wealth Mgmt
      • Jun 2006 - Jun 2012

      Operations Manager. Key contributor in the growth of business model from start up to over $100 million in assets under management in 24 months. Account executive responsible for client retention and management of asset transfer and all client money management needs.

  • CBIZ Life Insurance Solutions
    • United States
    • Insurance
    • 1 - 100 Employee
    • Accounts Executive/Client Services Manager
      • Jun 2006 - Feb 2012

      Client relationship manager serving as a single point of contact for a client's most complex needs. Strategic planning by assessing client needs analysis, position the appropriate solution, execute on the client request, and follow up throughout the process. Educate clients regarding appropriate investment options based on their social economic needs when deciding which funds and asset allocations are appropriate for their investment goals and risk tolerance.

  • Commonwealth Investment Mgmt Group/Commonwealth Benefits
    • Account Executive
      • Jun 2004 - Jun 2006

      Sales and strategic account support to MDRT broker. Managed Sales and Operations with 99% closing ratio, cross-selling supplementary products and services within the Philadelphia region. Trained support staff while delegating ongoing servicing of a large book of businesses.

Education

  • Mansfield University of Pennsylvania

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