David P Cohen

David P Cohen Email and Phone Number

Director of Property Pursuit and Management at Holistic Industries @ Holistic
New York, NY, US
David P Cohen's Location
New York City Metropolitan Area, United States
David P Cohen's Contact Details
About David P Cohen

David P Cohen is a Director of Property Pursuit and Management at Holistic Industries at Holistic. He possess expertise in fixed income, capital markets, trading, bloomberg, portfolio management and 24 more skills.

David P Cohen's Current Company Details
Holistic

Holistic

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Director of Property Pursuit and Management at Holistic Industries
New York, NY, US
Website:
holisticindustries.com
Employees:
404
David P Cohen Work Experience Details
  • Holistic
    Director Of Property Pursuit And Management At Holistic Industries
    Holistic
    New York, Ny, Us
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  • Holistic
    Director Of Property Pursuit & Management At Holistic Industries
    Holistic Jun 2017 - Present
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  • Specialized Performance Advisory Group
    Vice President
    Specialized Performance Advisory Group Jan 2014 - Apr 2015
    Greater New York City Area
    Responsible for managing the portfolio, risk management and trading execution for the fixed income portion of SPAG I, LP All Weather Fund.
  • Southwest Securities
    Vice President
    Southwest Securities Jan 2012 - Jul 2013
    Greater New York City Area
    Taxable Trading of Government Sponsored EnterprisesResponsible for trading government agencies across the entire yield curve. I traded bullets, callables, step-ups and structured product such as range notes. I created solutions for client portfolios by underwriting agency new issues with Federal Home Loan Bank (FHLB), Federal Home Loan Mortgage Corporation (FHLMC), Federal Farm Credit Bank (FFCB), and Federal Agricultural Mortgage Corporation (FAMCA). Commensurate with the underwriting process was creating enduring relationships with the agents. Actively manage our inventory which involved hedging strategies to effectively mitigate risk while maintaining a broad range of product for the sales force.
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  • Rbc Wealth Management
    Vice President
    Rbc Wealth Management Nov 2001 - Oct 2011
    Greater New York City Area
    Taxable Trading of Government Sponsored EnterprisesA senior desk member of a large broker/dealer (240b AUM) with a middle markets (40+ reps) and retail sales force (3000+ reps) distributed nationally.Actively traded Government Agency debt (bullets, callable and step-ups), managed risk and maintained an inventory ranging between 50MM - 80MM for our retail and middle markets sales force. Coordinate with the institutional desk to manage underwriting via reverse inquiry, gave feedback on new issue order flow and marketed institutional inventory to our retail sales force.
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  • Tucker Anthony Incorporated
    Vice President
    Tucker Anthony Incorporated Apr 1997 - Nov 2001
    Greater New York City Area
    Government Agency Trading Traded secondary paper with a focus on callable and step up structures for our retail sales force (500 reps).
  • Tucker Anthony Incorporated
    Associate
    Tucker Anthony Incorporated May 1995 - Apr 1997
    Greater New York City Area
    Participated in competitive and negotiated new issue municipal transactions by providing price guidance, order flow and allocations to our retail sales force.
  • Putnam Investments
    Customer Service Representative
    Putnam Investments Dec 1993 - Feb 1995
    Greater Boston Area
    Created solutions for a wide range of issues ranging from trade problems to broker commissions and customer account queries. Provided registered representatives with marketing materials, fund comparisons and fund holdings.
  • Boston Scientific
    Customer Service Representative
    Boston Scientific Mar 1992 - Nov 1993
    Greater Boston Area
    Provided technical and administrative support for three separate product divisions and served as point person for emergency product request when required for on site visits by salespeople.
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David P Cohen Skills

Fixed Income Capital Markets Trading Bloomberg Portfolio Management Finance Banking Investments Risk Management Series 7 Securities Series 63 Wealth Management Bonds Hedge Funds Sales Alternative Investments Mutual Funds Finra Marketing Series 24 Derivatives Equities Financial Markets Investment Banking Structured Products Strategic Financial Planning Customer Service Retail

David P Cohen Education Details

Frequently Asked Questions about David P Cohen

What company does David P Cohen work for?

David P Cohen works for Holistic

What is David P Cohen's role at the current company?

David P Cohen's current role is Director of Property Pursuit and Management at Holistic Industries.

What is David P Cohen's email address?

David P Cohen's email address is dp****@****zon.net

What schools did David P Cohen attend?

David P Cohen attended Emory University, Wayland High School.

What are some of David P Cohen's interests?

David P Cohen has interest in Children, Environment, Scuba, Photography, Science And Technology, Arts And Culture.

What skills is David P Cohen known for?

David P Cohen has skills like Fixed Income, Capital Markets, Trading, Bloomberg, Portfolio Management, Finance, Banking, Investments, Risk Management, Series 7, Securities, Series 63.

Who are David P Cohen's colleagues?

David P Cohen's colleagues are Judith Meme, Jason Bradley, Camera Hogan, Ian Mattingly, Michael Mcfarland, Kyle Bonds, Desiree L..

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