Robert Coen
Senior Vice President, Business Consulting Practice Leader at HUB International Northwest, LLC
- Role
- Senior Vice President, Business Consulting Practice Leader at HUB International
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Robert Coen
As Business Consulting Practice Leader, Bob consults with shareholders and senior management team members who want to grow and/or transition their business and employee benefits to the next generation. His areas of specialty are advising and consulting clients in defining shareholder objectives, senior management team structure, performance measurements, executive compensation and employee benefits.Bob’s past experiences include starting his own business, merging it with a larger organization, and then acquiring other select books of business and small companies to form what BCI Group is today. He assists business owners in generating wealth, properly managing and diversifying their assets and preserving what they have worked hard to accumulate.Bob greatly enjoys his family, business and always learning more about the industry. He loves people and outdoor activities of any kind. He holds his Bachelor of Arts degree from Willamette University.
Experience
Senior Vice President, Business Consulting Practice Leader
Jan 2020 — Present · Portland, OR, US
Hub NW offers its clients both consulting services and a full complement of \"Employee Benefits, Retirement Plan Services and Risk management/brokerage services. Our consulting services are \"retainer\" fee based and our value proposition lies within our vast business experience and its focus on internal ownership transition planning and execution.
Education
Willamette University
Bachelor of Arts (B.A.)
Skills
- Employee Benefits
- Asset Based Lending
- Profit Sharing
- Leadership
- Family Business
- Small Business
- Management
- Mergers & Acquisitions
- Retirement Plan Consulting
- Executive Management
- Retirement Planning
- Retirement
- Erisa
- Health Savings Accounts
- Defined Benefit
- Series 6
- Disability Insurance
- Pensions
- Long-Term Care
- Cobra
- Series 63
- 401k
- Team Building
- Business Development
- Strategic Planning
- Business Strategy
- Customer Service
- Marketing Strategy
- Marketing
- Succession Planning
- Consulting
- New Business Development
- Strategy
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