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Ian Cobb Email & Phone Number
Assistant Portfolio Manager
at
Fluent Financial®
1 work email found
@tdameritrade.com
1 phone found area 323
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Assistant Portfolio Manager
Location
Dallas-Fort Worth Metroplex, United States, United States
Company size
Who is Ian Cobb? Overview
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Quick answer
Ian Cobb is listed as Assistant Portfolio Manager at Fluent Financial®, a company with 7 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a work email signal at tdameritrade.com, phone signal with area code 323, and a matched LinkedIn profile for Ian Cobb.
Ian Cobb previously worked as Investment Risk Analyst at Guidestone Financial Resources and Senior Specialist Retail Trading at Td Ameritrade. Ian Cobb holds Master Of Business Administration - Mba, Data Analytics And Financial Modeling from Texas Christian University.
Company email context
Email format at Fluent Financial®
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{first}.{last}@tdameritrade.com
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AeroLeads found 1 current-domain work email signal for Ian Cobb. Compare company email patterns before reaching out.
Profile bio
About Ian Cobb
Licenses: FINRA Series 7, Series 63, Series 3, Series 34 Chartered Financial Analyst Level I CandidateI received my degree in Agricultural Economics from Texas A&M University. I have spent considerable time in the past few years sharpening my understanding of economics and advanced areas of the economy that helps me maintain a fundamental world view that I think is vital to building an investing perspective. I am young professional currently one year into pursuing my MBA at TCU. I am looking for a position that pivots from client service more into the risk and portfolio analysis fields of finance. Whether I find myself as a junior portfolio manager or a research, portfolio, or security analyst, I believe I can offer a significant degree of subject matter expertise to help be a key part of my next team.Financial Skills: Advanced cash flow and profitability forecasting using NPV, IRR, and Pro Forma Analysis Software Skills: Advanced Excel, Proficient Tableau, Proficient Microsoft Office, Familiar with SQLOther Skills: Analytical, Research, Written and Verbal Communication skillsInterests: Golf, shooting sports, fantasy sports, reading sci-fi fantasy books, and anything competitive
Current workplace
Ian Cobb's current company
Company context helps verify the profile and gives searchers a useful next step.
Fluent Financial®
9 roles
Ian Cobb work experience
A career timeline built from the work history available for this profile.
Investment Risk Analyst
Current
Mar 2023 - Present
Senior Specialist Retail Trading
Consulted clients on portfolio and option metrics such as volatility, beta, delta, gamma, charm, and vanna to understand their risk profile and how various areas of the market will impact their portfolio.Analyzed portfolio hedges to manage client exposure to indices via beta testing, sector and single-stock exposure via delta hedging, and futures markets.
Nov 2022 - Mar 2023
Trading Specialist Ii
Consulted clients on portfolio and option metrics such as volatility, beta, delta, gamma, charm, and vanna to understand their risk profile and how various areas of the market will impact their portfolio.Analyzed portfolio hedges to manage client exposure to indices via beta testing, sector and single-stock exposure via delta hedging, and futures markets.
Nov 2021 - Nov 2022
Retail Trading Specialist
Analyzed client account exposure to help understand both their risk profiles and how to manage exposure to various areas and sectors of the capital markets that will impact them most.Assisted clients in the construction of advanced stock and option trades while educating on relevant risk factors and market dynamics that will impact the profile of the given.
May 2021 - Nov 2021
Financial Services Representative
Training and working toward specializing in futures and options trading in a trader role.Licensing to obtain my FINRA SIE, Series 7, and Series 63.
Oct 2020 - May 2021
Teaching Assistant
I worked as a teaching assistant for Dr. Edward Rister in the Agribusiness Entrepreneurship Program.
Aug 2019 - May 2020
Chief Financial Officer
Working And Innovative Nutirtional Technologies (Wint)
I served at the CFO of my father’s crop consulting business based in Lubbock, Texas. I maintained managerial accounting records, created financial statements, and conducted financial ratio analysis and forecasting on the created statements.
Jan 2016 - May 2020
Salesperson
Working And Innovative Nutritional Technologies (Wint)
I worked as a sales agent for my father’s crop consulting firm during the summers between my college semesters at Texas A&M. I sold various fertilizer, seed, and chemical products to farmers across the Lubbock, Clovis, and Midland/Odessa regions.
Jan 2016 - May 2020
Team & coworkers
Colleagues at Fluent Financial®
Other employees you can reach at fluentfinancial.com. View company contacts for 7 employees →
2 education records
Ian Cobb education
Master Of Business Administration - Mba, Data Analytics And Financial Modeling
Texas Christian University
Bachelor Of Science - Bs, Agricultural Economics
Texas A&M University
FAQ
Frequently asked questions about Ian Cobb
Quick answers generated from the profile data available on this page.
What company does Ian Cobb work for?
Ian Cobb works for Fluent Financial®.
What is Ian Cobb's role at Fluent Financial®?
Ian Cobb is listed as Assistant Portfolio Manager at Fluent Financial®.
What is Ian Cobb's email address?
AeroLeads has found 1 work email signal at @tdameritrade.com for Ian Cobb at Fluent Financial®.
What is Ian Cobb's phone number?
AeroLeads has found 1 phone signal(s) with area code 323 for Ian Cobb at Fluent Financial®.
Where is Ian Cobb based?
Ian Cobb is based in Dallas-Fort Worth Metroplex, United States, United States while working with Fluent Financial®.
What companies has Ian Cobb worked for?
Ian Cobb has worked for Fluent Financial®, Guidestone Financial Resources, Td Ameritrade, Texas A&M University, and Working And Innovative Nutirtional Technologies (Wint).
Who are Ian Cobb's colleagues at Fluent Financial®?
Ian Cobb's colleagues at Fluent Financial® include Kelsey Duncan, Nikita Potapov, and Laura Young.
How can I contact Ian Cobb?
You can use AeroLeads to view verified contact signals for Ian Cobb at Fluent Financial®, including work email, phone, and LinkedIn data when available.
What schools did Ian Cobb attend?
Ian Cobb holds Master Of Business Administration - Mba, Data Analytics And Financial Modeling from Texas Christian University.
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