Brian Cohn

Brian Cohn Email and Phone Number

Asset and Wealth Management Risk Analyst @ J.P. Morgan Private Bank
Columbia, SC, US
Brian Cohn's Location
Columbia, South Carolina, United States, United States
About Brian Cohn

As an undergraduate student pursuing a degree in finance and risk management - insurance, I'm constantly on the lookout for opportunities to obtain hands-on experience in the world of finance and insurance. I'm working hard to create a strong foundation of technical skills and industry knowledge as I prepare to add a second degree in finance & economics. But beyond just learning concepts in the classroom, I strive to actively apply my developing expertise in real-world settings.I was happy to accept an intense finance internship with TowneBank last summer, which provided me with important front-line training in areas such as credit analysis, lending, risk modeling, and client contacts. I have recently got the opportunity to work on an academic research project that used econometric analysis to investigate difficult economic theories using real-world data. Opportunities like this have enabled me to find my true interests in the industry while also obtaining practical skills. As I consider the next stages in my career, I'm looking to embrace an experience in finance and risk management - insurance in the Summer of 2025.

Brian Cohn's Current Company Details
J.P. Morgan Private Bank

J.P. Morgan Private Bank

View
Asset and Wealth Management Risk Analyst
Columbia, SC, US
Website:
unum.com
Employees:
9258
Brian Cohn Work Experience Details
  • J.P. Morgan Private Bank
    Asset And Wealth Management Risk Analyst
    J.P. Morgan Private Bank
    Columbia, Sc, Us
  • Unum
    Actuarial Summer Analyst On Vb A&H Pricing
    Unum May 2024 - Present
    Columbia, South Carolina, United States
    - Enhanced pricing efficiency by implementing advanced analytical models, resulting in a streamlined underwriting process and a potential 15% reduction in processing time.- Redesigned Colonial Life’s voluntary benefits pricing strategy model, incorporating real-time market data and case level risk assessments, to begin developing a profitability estimate.- Brought fresh perspectives to pricing strategies through data analysis and market research, leading to innovative product… Show more - Enhanced pricing efficiency by implementing advanced analytical models, resulting in a streamlined underwriting process and a potential 15% reduction in processing time.- Redesigned Colonial Life’s voluntary benefits pricing strategy model, incorporating real-time market data and case level risk assessments, to begin developing a profitability estimate.- Brought fresh perspectives to pricing strategies through data analysis and market research, leading to innovative product recommendations that enhanced competitive positioning and captured new market segments. Show less
  • Alpha Kappa Psi - Beta Upsilon
    Director Of Alumni Relations
    Alpha Kappa Psi - Beta Upsilon May 2024 - Present
    Columbia, South Carolina, United States
    - Spearheaded a mentorship program connecting 120 active fraternity members with a 400+ alumni network to facilitate knowledge sharing on career development, interview preparation, and internship guidance across diverse industries.-Managed a committee of 6 members, setting goals and timelines to secure corporate sponsorships from alumni companies, revamp the chapter's alumni website and database, publish a monthly newsletter, and plan an annual alumni weekend reunion for over 150 attendees.
  • Alpha Kappa Psi - Beta Upsilon
    Alpha Fund Co-Head
    Alpha Kappa Psi - Beta Upsilon Jan 2024 - Present
    Columbia, South Carolina, United States
    -Co-managed an $13,000 investment portfolio by researching and analyzing stocks to identify opportunities, monitoring the portfolio performance daily, and rebalancing assets to meet growth targets. -Implemented a revised investment strategy focusing on undervalued tech stocks which generated returns to help create an annuity to assist members that cannot afford dues payments. Leading to growth outpacing the S&P500 by 6% in the first quarter of 2024.-Developed bi-weekly workshops on… Show more -Co-managed an $13,000 investment portfolio by researching and analyzing stocks to identify opportunities, monitoring the portfolio performance daily, and rebalancing assets to meet growth targets. -Implemented a revised investment strategy focusing on undervalued tech stocks which generated returns to help create an annuity to assist members that cannot afford dues payments. Leading to growth outpacing the S&P500 by 6% in the first quarter of 2024.-Developed bi-weekly workshops on topics like assessing risk tolerance, retirement planning and building wealth to help educate my fraternity chapter on personal finance and investing principles. Show less
  • Alpha Kappa Psi - Beta Upsilon
    Lead Alumni Weekend Coordinator
    Alpha Kappa Psi - Beta Upsilon Jan 2024 - May 2024
    Columbia, South Carolina, United States
    -As lead alumni weekend planner for Fall 2024, coordinated events and activities to bring together over 70 alumni for a meaningful reunion weekend. -Developed innovative programming including a career networking event connecting current students with successful alumni across different fields. -Planning a panel on achieving career success post-graduation guided by alumni.
  • University Of South Carolina Model Un
    Co-Founder And Vice President Of Finance
    University Of South Carolina Model Un Dec 2023 - Present
    Columbia, South Carolina, United States
    -Spearheaded the creation of a Model UN club serving over 50 students, obtaining official school approval and recognition. -Developed organizational plans and structure, defining officer roles and crafting club bylaws aligned to school policy. -Implemented financial controls like event budgeting and reconciling expenses to safeguard club funds and provide financial transparency.
  • Carolina Fund
    Tech Group Analyst
    Carolina Fund Aug 2023 - Dec 2023
    Columbia, South Carolina, United States
    -Evaluated weighted average cost of capital, discount rates, cash flows, competitive advantages in GPUs, and growth in AI and cloud computing to build investment thesis pitched to over 60 peers.-Strengthened financial analysis and research skills by studying market implications of US foreign tariffs and conflicts to estimate future stock price for Nvidia.
  • Townebank
    Commercial Banking Intern
    Townebank May 2023 - Aug 2023
    Hampton Roads, Virginia Metropolitan Area
    -During my internship I gained hands-on credit and lending experience in a fast-paced financial institution at growing regional bank located in Virginia and North Carolina. -Working closely with a team of dedicated professionals, I had the opportunity to actively contribute to customer transactions, process loans, and develop relationships with clients. -This immersive experience in the banking industry has provided me with invaluable real-world knowledge and honed my skills in credit… Show more -During my internship I gained hands-on credit and lending experience in a fast-paced financial institution at growing regional bank located in Virginia and North Carolina. -Working closely with a team of dedicated professionals, I had the opportunity to actively contribute to customer transactions, process loans, and develop relationships with clients. -This immersive experience in the banking industry has provided me with invaluable real-world knowledge and honed my skills in credit assessment and lending procedures. Show less
  • William & Mary
    Monroe Scholar Freshman Research Program
    William & Mary May 2023 - Aug 2023
    Williamsburg, Virginia, United States
    -I am gaining valuable research experience working for 80 hours alongside Professor Qi analyzing the validity of the Laffer Curve. -Our work involved in-depth analysis of economic data and long-term trends to evaluate the effects of major tax cuts in 1981 and 2017. -Building on past academic literature, I had the opportunity to contribute to novel research examining whether tax cuts generate economic benefits over the long run.
  • American Eagle Outfitters Inc.
    Retail Salesworker
    American Eagle Outfitters Inc. Jun 2022 - Jan 2023
    Norfolk, Virginia, United States
    -Worked as a customer-focused expert who exceled in delivering exceptional service, actively listening to customer needs, and provided personalized recommendations to enhance their shopping experience. -Was a knowledgeable brand ambassadors who stayed up to date with fashion trends, effectively communicating the brand's values, and assisted customers with product-related inquiries.
  • Rubin
    Sales And Marketing Intern
    Rubin May 2022 - Sep 2022
    Virginia Beach, Virginia, United States
    -Worked alongside the founder Danny Rubin, to execute strategic marketing campaigns to drive brand awareness and customer engagement. -Identify and pursue sales opportunities to achieve business objectives and revenue targets. Conduct comprehensive market research to identify trends, customer preferences, and competitive landscape. Collaborate with cross-functional teams to launch new business ventures and ensure successful implementation. -Continuously enhance professional skills… Show more -Worked alongside the founder Danny Rubin, to execute strategic marketing campaigns to drive brand awareness and customer engagement. -Identify and pursue sales opportunities to achieve business objectives and revenue targets. Conduct comprehensive market research to identify trends, customer preferences, and competitive landscape. Collaborate with cross-functional teams to launch new business ventures and ensure successful implementation. -Continuously enhance professional skills through training programs, workshops, and networking opportunities. Show less
  • Topgolf
    Guest Relations Associate
    Topgolf Jun 2021 - Sep 2021
    Virginia Beach, Virginia, United States
    -As a guest relations officer at Topgolf, I coordinated events, handling guest concerns and complaints with professionalism and empathy, while also organizing and ensuring all logistics were well-managed and guests' specific needs were met.
  • Your Pie Franchising, Llc
    Team Member
    Your Pie Franchising, Llc Jun 2020 - Mar 2021
    Norfolk, Virginia, United States
    -Provided exceptional consumer service in taking and recommending food orders to consumers. Multitasked to cook, clean, prep food, and serve to ensure a pleasant experience for consumers.

Brian Cohn Education Details

Frequently Asked Questions about Brian Cohn

What company does Brian Cohn work for?

Brian Cohn works for J.p. Morgan Private Bank

What is Brian Cohn's role at the current company?

Brian Cohn's current role is Asset and Wealth Management Risk Analyst.

What schools did Brian Cohn attend?

Brian Cohn attended University Of South Carolina, University Of South Carolina Darla Moore School Of Business, William & Mary, Granby High School.

Who are Brian Cohn's colleagues?

Brian Cohn's colleagues are Tanya Lemelle, Tori Vigeant, Joey Mastropietro, Matthew Kilgore, Raychel Elliott, Suresh Manikonda, Michael Doyle.

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