Jordan Cohen work email
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Jordan Cohen personal email
Financial professional with strong analytical and technical skills.
Gallant Macdonald
View- Website:
- gallant-macdonald.com
- Employees:
- 13
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Associate, Client ExperienceGallant MacdonaldCanada
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Senior Private Client AssociatePrime Quadrant Mar 2017 - PresentToronto, Canada AreaAt Prime Quadrant we provide highly tailored Family Office Services, integrating all aspects of our clients’ financial world to assist them and their families in achieving their goals. As a research and consulting firm, we offer unbiased investment advice - across all asset classes - to ultra-high net worth families who are looking to become better and more sophisticated stewards of capital. Our services touch on all aspects of a family’s world, including their estate and tax planning, family dynamics and intergenerational education, consolidated reporting and financial administration. -
Finance/Research AssociateWolf Capital Management Limited Jan 2015 - Mar 2017Toronto, Ontario• Prepare research reports highlighting stock activity, Initial Public Offerings, and mergers and acquisitions• Track weekly portfolio movement and analyze individual stock volatility -
Finance Assistant And Business DevelopmentRichardson Gmp Apr 2015 - Aug 2016Toronto, Ontario• Supported Investment Advisors in creating client documents, analyzing information, and customer relationship management• Assisted clients in portfolio related inquiries using well developed communication practices• Reviewed client portfolio performance using quantitative, qualitative, and statistical analysis• Routinely used software and systems such as Dataphile, Maximizer, Salesforce and Thompson -
Business And Finance AssistantOntario Ministry Of Health And Long-Term Care May 2014 - Aug 2014Toronto, Ontario• Prepared, verified, processed and reconciled financial data • Conducted research and appraised using statistical analysis• Prepared and organized correspondence, performed data entry and word processing functions, and created various documents -
Administrative Support Summer StudentOntario Ministry Of Training, Colleges, And Universities May 2012 - Sep 2012Toronto, Ontario• Performed data entry, reconciliations, and prepared and organized correspondence• Reorganized and consolidated over 2,500 records spanning a 5 year period in a large archival project • As the single point of contact for public and internal inquiries, both in person and over the phone, provided information and referred people to appropriate areas
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Assistant To The General ManagerLastman'S Bad Boy Oct 2010 - Apr 2011London, Ontario• Charted current and projected sales using spreadsheets and analysis graphs • Tracked, updated and monitored incoming and outgoing inventory• Reorganized product-tagging and inventory systems throughout entire London warehouse• As Customer Service Assistant, confirmed deliveries and updated company-wide database. Promoted after 2 months based on impressive results and initiative -
C De B Unit HeadCamp Timberlane Jun 2009 - Aug 2010Haliburton, Ontario• Managed 20 staff (aged 17-25) and responsible for 75 campers (aged 12-15) • Successfully created and implemented numerous camp-wide events (e.g. 1 and 2 day programs)• Promoted from Assistant Head of Land Sports (2006-2008) to Unit Head
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Sales Team LeaderCommencement Flowers May 2008 - Jun 2010• Generated $300,000 in revenue based on effective sales technique and interpersonal style• Managed 5 employees during distribution of product supply and cash management at University convocation ceremonies across Canada and the United States
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Assistant Head Of Land SportsCamp Timberlane Jun 2006 - Aug 2008Haliburton, Ontario• Created and delegated staff timetables, and responsible for maintaining equipment and facilities• Taught fundamentals of baseball, basketball, floor hockey, soccer, and volleyball
Jordan Cohen Skills
Jordan Cohen Education Details
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Accounting -
Business
Frequently Asked Questions about Jordan Cohen
What company does Jordan Cohen work for?
Jordan Cohen works for Gallant Macdonald
What is Jordan Cohen's role at the current company?
Jordan Cohen's current role is Associate, Client Experience.
What is Jordan Cohen's email address?
Jordan Cohen's email address is jc****@****ers.com
What schools did Jordan Cohen attend?
Jordan Cohen attended George Brown College, George Brown College.
What skills is Jordan Cohen known for?
Jordan Cohen has skills like Sales, Sports, Staff Development, Microsoft Excel, Powerpoint, Microsoft Word, Microsoft Office, Time Management, Customer Service, Event Planning, Fundraising, Teamwork.
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Jordan Cohen
Toronto, On -
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3gmail.com, rethinkcanada.com, rethinkcanada.com -
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