Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jacob Cohen

Overland Park,KS

Summary

Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

10
10
years of professional experience
1
1
Certification

Work History

DIRECTOR OF ACQUISITIONS

Four Pillars Investors
10.2020 - Current
  • Analyze financials including income statements, P&Ls, and balance sheets for potential acquisitions.
  • Create projection models and assign valuations.
  • Interact directly with business owners, brokers, and other sources to identify potential acquisition and business opportunities.
  • Orchestrate and submit Letters of Intent, hold management meetings, and discuss the parameters of the contract effectively.
  • Successfully negotiated several LOIs (8) in three years to formalize a deal.


RETIREMENT ADVISOR

Empower Retirement
06.2016 - 09.2020
  • Delivered strategic investment guidance and facilitated asset consolidation to help participants for retirement
  • Supported 401(k) plan participants to resolve all account issues using phone as a Retirement Representative
  • Continuously promoted to Sr
  • Retirement Representative in August of 2017 and Retirement Advisor in July of 2018
  • Surpassed 135% of sales goal for three consecutive quarters, ranking among the department's top five producers
  • Won the semi-annual 'Top Gun' platinum internal award for the second half of 2017
  • Received the 'Surprise and Delight' internal award for excellence on individual phone conversation in November 2016.

OPERATIONS ANALYST (TEMPORARY CONTRACTOR)

State Street Corporation
01.2016 - 06.2016
  • Researched, accounted for, and processed clients' trade requests and foreign currency exchanges
  • Proactively determined and resolved issues pertaining to the execution of all transactions.

FINANCIAL ADVISOR

MassMutual Financial
03.2014 - 01.2016
  • Guided prospective clients towards a profitable and secure financial decision by organizing multiple seminars
  • Devised and deployed creative financial plans to address needs and stay within defined budget.

Education

Master of Business Administration Finance -

UNIVERSITY OF MISSOURI, HENRY W. BLOCH SCHOOL OF MANAGEMENT
Kansas City, MO
05.2019

Bachelor of Arts Criminal Justice, Psychology -

UNIVERSITY OF MARYLAND, COLLEGE PARK
College Park, MD
12.2012

Skills

  • Financial Modeling
  • Financial Planning & Analysis
  • Microsoft Office Proficiency including Word, Excel, and PowerPoint
  • Problem Solving
  • Critical Thinking
  • Technical Proficiency
  • Multitasking
  • Attention to Detail
  • Team Player

Certification

  • CFA Level I
  • Life, Disability, and Health Insurance (allowed to lapse)
  • Series 7, 63, 65 (allowed to lapse)

Timeline

DIRECTOR OF ACQUISITIONS

Four Pillars Investors
10.2020 - Current

RETIREMENT ADVISOR

Empower Retirement
06.2016 - 09.2020

OPERATIONS ANALYST (TEMPORARY CONTRACTOR)

State Street Corporation
01.2016 - 06.2016

FINANCIAL ADVISOR

MassMutual Financial
03.2014 - 01.2016

Master of Business Administration Finance -

UNIVERSITY OF MISSOURI, HENRY W. BLOCH SCHOOL OF MANAGEMENT

Bachelor of Arts Criminal Justice, Psychology -

UNIVERSITY OF MARYLAND, COLLEGE PARK

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