Michelle Cozzi
Team Lead IR Sales Engagement and Strategy
- Role
- Team Lead Ir Sales Engagement and Strategy at Equitable
- Location
- Hoboken, NJ, US
- LinkedIn followers
- 500 followers
About Michelle Cozzi
Head of GR Sales Optimization
Experience
Team Lead Ir Sales Engagement and Strategy
Nov 2024 — Present · New York, NY, US
Education
SUNY Oneonta
Bachelor of Science (B.S.), Economics
2006 — 2010
SUNY Oneonta
BS, Business Econ Major
2006 — 2010
Skills
- Banking
- Mutual Funds
- Loans
- Relationship Management
- Credit
- Series 6
- Insurance
- Finance
- Asset Management
- Investments
- Securities Regulation
- Cross Selling
- Financial Services
- Asset Managment
- Fixed Annuities
- Retirement Planning
- Mortgage Lending
- Series 63
- Sales
- Financial Analysis
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