Jeremy Cohen
Penstock Capital @Ballard Global
Miami Beach, FL, US
EMAILS
j••••••••@ballardglobal.com
MOBILE NUMBERS
+14•••••••74
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WORK HISTORY
Present
Penstock Capital @Ballard Global
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SKILLS
Financial PlanningQualified Retirement PlansMicrosoft OfficeStock PickingSeries 7Financial AnalysisFinra401(K) Retirement Savings PlansOptions StrategiesMicrosoft PowerpointInvestment AdvisoryAlternative InvestmentsSecuritiesStrategic PlanningEquitiesRetirement PlanningInvestmentsInsurancePortfolio ManagementRetirement Income StrategiesVariable AnnuitiesRetirementMicrosoft ExcelEstate PlanningMicrosoft WordStock MarketCustomer ServiceFinancial ServicesManagementTax Deferred Exchanges401k RolloversFinancial AdvisoryLife InsuranceFinanceInvestment StrategiesRetirement Plan ConsultingIncome ProtectionAsset AllocationFixed AnnuitiesMutual Funds
ABOUT JEREMY COHEN
Experienced private equity and private credit fundraiser with multiple securities…
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