Mike Cohen Email and Phone Number
Mike Cohen work email
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Mike Cohen personal email
Retirement Professional with a 17-year background in National Accounts Relationship Management and Sales. Passion for developing new and managing existing relationships with RIA's, Record Keepers, Brokers, Plan Sponsors, and Institutional Partners. Specialties: National Accounts, Business Development, Sales, Relationship Management, Retirement Plan Services, 401k, Defined Contribution, Employee Benefits, Employee Education/Training, Client Services
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PrincipalCerity Partners Oct 2024 - PresentNew York, Ny, UsResponsible for managing relationships with a book of corporate retirement plan clients and partnership business development. Ongoing sourcing of new partnerships and identifying key COIs to drive increased new business opportunities for the practice.
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Sr Director Of Relationship ManagementUbiquity Retirement + Savings Apr 2023 - Oct 2024San Francisco, California, UsPresently working as the Sr Director of Relationship Management on the Principal, Sallus, Paycor and Mylo institutional relationships. Duties include developing and maintaining revenue growth strategy for each partner.Internal and external consulting on business process, areas of improvement and strategy implementationPartnering with field sales staff to drive new plan sales.Managing advisor growth channel as Ubiquity targets beyond the accommodator advisors and plan direct channels.Managing internal Relationship Management support team -
Director Of National AccountsNwps Mar 2022 - Mar 2023Seattle, Washington, Us -
Director Of Advisor RelationsNwps Feb 2021 - Mar 2022Seattle, Washington, UsDirector of National Accounts for NWPS. Duties included working with independent RIA relationships, channel/custodial partners, COI's, DCIO's and Raymond James.
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Manager Of Retirement Client Services Tri-AdTri-Ad May 2019 - Feb 2021Escondido, Ca, UsManaged a team of client services and implementation managers as well as oversaw key client relationships. -
National Accounts Relationship ManagerThe Standard Feb 2018 - May 2019Worked as National Accounts Relationship Manager at The Standard. Duties included maintaining a broad based national strategy to grow business with current strategic partners. Consulting, identifying and executing on tactical opportunities to increase share of wallet from client base while prospecting for new opportunities. Partnered with field sales staff to augment their ability to drive new plan sales.
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Relationship Manager Western RegionCharles Schwab Mar 2009 - Feb 2018Westlake, Texas, UsWorked with many of the top open architecture Retirement Services firms in the Western United States promoting and discovering opportunities to gain market share for my clients and for Schwab. I partnered with many of them on sales calls, requests for proposals and client retention calls. I provided business consulting expertise for my clients in an effort to improve operational efficiency bringing in experts when appropriate. Results oriented professional who has continuously exceeded annual goals by 200% or more over the last five years. My client base represents approximately $15 billion in retirement assets. -
Inside Sales RepresentativeCharles Schwab Oct 2008 - Feb 2009Westlake, Texas, UsProvided support to field sales managers. Handled client inquiries, product reviews, fee discussions, and escalated client issues. Extensive product management and problem resolution.
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New Client ConciergeCharles Schwab Jan 2007 - Sep 2008Westlake, Texas, UsIn the role of New Client Concierge I welcomed new to firm clients to Schwab. My task was to engage in needs based dialog in an effort to position client centric solutions. I annually exceed performance benchmarks and was a top representative on the Denver team. While in this role I was a Retirement accounts Subject Matter Expert. I facilitated team meetings to improve team understanding and efficiency regarding NCC model. I acted as a liaison with internal partners to ensure clients’ smooth transition to Schwab.
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Registered RepresentativeCharles Schwab Jun 2006 - Jan 2007Westlake, Texas, Us• Responded to client requests for information and services ranging from basic client support inquiries to sophisticated investment product advice, education, and research.• Placed client trades• Generated and qualified leads for potential business opportunities
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TeacherAdams School District 50 Jan 2001 - May 2006UsTeacher, Shaw Heights Middle School, Adams District #50 Westminster, CO• Responsible for a classroom of 20-30 “At-Risk” Students.• Created and implemented instructional materials for children ages 10 through 15• Maintained classroom discipline and instructed Colorado Model Content Standards based lessons.• Facilitated Conflict Management and Student-Led Mediation Program.• Organized and tracked student disciplinary data involving over 500 students.• Interacted with a staff of 50 on a daily basis.Teacher, Sundown Program, Adams District #50, Westminster, CO• Responsible for 15-20 “At-Risk” students in an after school program. Students in this program were considered “severe needs” students. Many were on parole or had been expelled from a standard school setting.• Aided students in the development of career and life goals.• Provided support and feedback to program director regarding student progress via MS Excel spreadsheets and MS Word reports.
Mike Cohen Skills
Mike Cohen Education Details
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University Of Colorado BoulderPolitical Science -
St Stephens
Frequently Asked Questions about Mike Cohen
What company does Mike Cohen work for?
Mike Cohen works for Cerity Partners
What is Mike Cohen's role at the current company?
Mike Cohen's current role is Principal, Cerity Partners Retirement Plan Advisors.
What is Mike Cohen's email address?
Mike Cohen's email address is mi****@****wab.com
What schools did Mike Cohen attend?
Mike Cohen attended University Of Colorado Boulder, St Stephens.
What are some of Mike Cohen's interests?
Mike Cohen has interest in Hiking, Golfing.
What skills is Mike Cohen known for?
Mike Cohen has skills like 401k, Retirement, Defined Contribution, Relationship Management, Employee Benefits, Pensions, Investments, Retirement Planning, Mutual Funds, Crm, Series 7, Financial Services.
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