Alexander Cohen
Newtown Square,PA
Summary
Dynamic sales professional with a track record of surpassing targets and driving revenue growth. Skilled in building and managing client relationships and communicating value propositions effectively. Goal-oriented, adaptable, and efficient in time management, dedicated to delivering exceptional customer experience.
Overview
9
9
years of professional experience
Work History
Internal Account Executive
SEI
06.2021 - Current
- Spearhead initiatives to help financial advisors optimize internal processes by leveraging SEI's investment and technology solutions.
- Collaborate with Regional and Managing Director to manage a diverse territory of 200 financial advisors throughout the Mid-Atlantic Region.
- Conduct in-depth investment analysis and industry trends to strategically build and restructure institutional and high net worth portfolios.
- Play a key role in advising on the sale and implementation of SEI's cloud-based advisor technology platform.
- Received recognition for contributing to Relationship Management Team of the year in 2023 by generating $200MM in investor assets.
Marketing Intern
KieranTimberlake
06.2019 - 08.2019
- Documented and standardized the firm's core branding strategy throughout their social media and printed material.
- Partnered with cross- functional teams to gather projected goals and business requirements.
- Provided administrative support to the marketing team by maintaining databases, tracking projects progress, scheduling meetings.
Camp Coordinator
Phillies: Richie Ashburn-Harry Kalas Camp
06.2015 - 08.2017
- Assisted the camp director with planning and executing baseball camps at multiple locations.
- Coordinated daily schedule for up to 100 youth baseball players.
- Maintained a safe environment for all campers by enforcing strict safety guidelines and addressing any concerns promptly.
Education
Bachelor of Arts - International Business
Dickinson College
Carlisle, PA05.2021
Skills
- Relationship Management
- Cross- Functional Collaboration
- Customer Presentations
- Business Development
- Data Analysis
- Adaptability
- Leadership
- Goal-Oriented
- Time management
- Proficient in Microsoft Office
Accomplishments
- Best Relationship Management Team of 2023 at SEI
- Baseball Captain (2020-2021)
- Team MVP (2019-2020)
- All Centennial League (2019)
Affiliations
- NCAA Varsity Baseball
- Aston Media Legion Baseball Coach
- Special Olympics Counselor
Timeline
Internal Account Executive
SEI
06.2021 - Current
Marketing Intern
KieranTimberlake
06.2019 - 08.2019
Camp Coordinator
Phillies: Richie Ashburn-Harry Kalas Camp
06.2015 - 08.2017
Bachelor of Arts - International Business
Dickinson College