Paul Cohen
New York
Summary
Senior Wealth Management Executive with strong background in managing relationships and delivering exceptional service. Proven track record in developing and executing large projects, driving business growth, and executing strategic plans. Successfully improved retention and satisfaction through by building trust and fostering long-term partnerships. Passionate about developing and mentoring talent to achieve excellence.
Overview
19
19
years of professional experience
Work History
Division Client Relationship Manager
Merrill Lynch
04.2021 - Current
- Oversee Client Service Organization in the Northeast Division of ML
- Main point of contact for client escalations and HR issues for 45 managers in 13 markets
- Run Associate Manager Training Program
- Assist in building national award programs and shape policy/performance metrics
- Drive Digital and Banking Strategy
- Owner of all Client Service related calls/trainings/education series
Client Relationship Manager
Merrill Lynch
07.2011 - 04.2021
- Supervised a staff of over 100 direct reports
- Oversee operations for complex of 250 Financial Advisors
- Direct point of contact/coordinater of FA Recruit Transitions
- Ran office initiatives for digital engagement and banking adoption
- Managed expense budget for office producing $330mm in revenue
- Develop new strategic programs with National CRM partners
- Project lead to move 400 employees from 717 Fifth Avenue to 75 Rockefeller Plaza
Reg. Client Associate
Merrill Lynch
05.2008 - 06.2011
- Deliver white glove client service model
- Organized client seminar and referral events
- Handled asset re-balancing/trading in portfolios
- Branch Office Coach, Team Leader for Service Quality Award
New Accounts Advisor
Merrill Lynch
06.2007 - 05.2008
Financial Advisor
Ameriprise Financial
06.2006 - 06.2007
Education
Bachelor of Science - Business Administration, Business, Marketing
University of Delaware
Newark, DE02.2006
Skills
- Business growth strategies
- Relationship Management
- Business growth strategies
- Staff training and development
- Workforce management
- Problem-solving aptitude
- Team building
Accomplishments
- NYC Kidney Walk Co-Chair, 2022, 2023, 2024
- Walk Board Member, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024
- Mentor in the ML Women’s Exchange Mentor Program
- Awarded Director title, 2021
Professionallicenses
- Series 7
- Series 66
- Series 9
- Series 10
Timeline
Division Client Relationship Manager
Merrill Lynch
04.2021 - Current
Client Relationship Manager
Merrill Lynch
07.2011 - 04.2021
Reg. Client Associate
Merrill Lynch
05.2008 - 06.2011
New Accounts Advisor
Merrill Lynch
06.2007 - 05.2008
Financial Advisor
Ameriprise Financial
06.2006 - 06.2007
Bachelor of Science - Business Administration, Business, Marketing
University of Delaware
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