Karin Cohen

Karin Cohen Email and Phone Number

VP - Financial Consultant: Helping clients own their tomorrow @ Charles Schwab
San Francisco
Karin Cohen's Location
Atlanta, Georgia, United States, United States
Karin Cohen's Contact Details

Karin Cohen work email

Karin Cohen personal email

n/a
About Karin Cohen

As a Schwab Financial Consultant, it’s my job to help you create a better financial life. I will collaborate with you to help build a plan defined by your goals. I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you.I can assist you with:• Wealth management• Investing• Portfolio analysis• College planning• And moreAnd you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances.The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 770-522-5749 or email me at: Karin. Finkelstein@schwab.com.

Karin Cohen's Current Company Details
Charles Schwab

Charles Schwab

View
VP - Financial Consultant: Helping clients own their tomorrow
San Francisco
Website:
schwab.com
Company phone:
800-435-4000
Karin Cohen Work Experience Details
  • Charles Schwab
    Vp - Financial Consultant
    Charles Schwab Nov 2018 - Present
    Westlake, Texas, Us
    Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only. For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value
  • Charles Schwab
    Associate Financial Consultant
    Charles Schwab Jun 2017 - Nov 2018
    Westlake, Texas, Us
  • Charles Schwab
    Trading Solutions Consultant
    Charles Schwab Jul 2016 - Jun 2017
    Westlake, Texas, Us
  • Charles Schwab
    Investment Consultant, Investor Development Team
    Charles Schwab Feb 2015 - Jul 2016
    Westlake, Texas, Us
  • Charles Schwab
    High Net Worth Representative
    Charles Schwab Jul 2014 - Feb 2015
    Westlake, Texas, Us
  • Charles Schwab
    Registered Representative
    Charles Schwab Jul 2013 - Jul 2014
    Westlake, Texas, Us
  • Teach For America
    Corps Member
    Teach For America May 2011 - May 2013
    New York, Ny, Us

Karin Cohen Skills

Friendly Personality Leadership Social Media Public Speaking Small Business Retirement Plans College Planning Event Planning Highly Detail Oriented Investments Communication Skills Communication Inclusiveness Meet Deadlines Asset Allocation Strategy Mutual Funds Charitable Giving Microsoft Word Diligent Microsoft Excel Highly Reliable Time Management Editing Collaboration Customer Service Prompt Executive Compensation Planning Management 401k Rollovers Works Well In A Team Research Problem Solving Analysis

Karin Cohen Education Details

  • University Of Georgia - Terry College Of Business
    University Of Georgia - Terry College Of Business
    Certificate In Financial Planning
  • Arizona State University
    Arizona State University
    Education
  • University Of Arizona
    University Of Arizona
    General And Judaic Studies Minor: Business Administration
  • Jess Schwartz Jewish Community High School
    Jess Schwartz Jewish Community High School

Frequently Asked Questions about Karin Cohen

What company does Karin Cohen work for?

Karin Cohen works for Charles Schwab

What is Karin Cohen's role at the current company?

Karin Cohen's current role is VP - Financial Consultant: Helping clients own their tomorrow.

What is Karin Cohen's email address?

Karin Cohen's email address is ka****@****wab.com

What schools did Karin Cohen attend?

Karin Cohen attended University Of Georgia - Terry College Of Business, Arizona State University, University Of Arizona, Jess Schwartz Jewish Community High School.

What skills is Karin Cohen known for?

Karin Cohen has skills like Friendly Personality, Leadership, Social Media, Public Speaking, Small Business Retirement Plans, College Planning, Event Planning, Highly Detail Oriented, Investments, Communication Skills, Communication, Inclusiveness.

Who are Karin Cohen's colleagues?

Karin Cohen's colleagues are Tracy O'brien, Varun Datta, Lorie Calixto, Dan Campos, Amy Thomas, Matthew Mcgoldrick, Nicholas D..

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