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Eliana Cohen
Senior Manager, Investment Advisory Services
Eliana Cohen is a highly accomplished professional with a diverse educational background and extensive experience in the financial and investment sector.
She holds a Master of Business Administration (MBA) from the prestigious Harvard Business School, where she honed her strategic and managerial skills.
Eliana also pursued a Special Major in Organizational Behavior and a Minor in Religion at Swarthmore College, graduating with an impressive 3.9 GPA.
Her academic journey includes studies in Psychology at UCL and Ridgefield High School.
In her professional career, Eliana has held key roles at reputable organizations, including Vestwell, where she currently serves as a Senior Manager in Investment Advisory Services.
Prior to her current position, Eliana gained valuable experience as a Manager in Investment Operations at Vestwell, demonstrating her expertise in the financial services industry.
She has also interned at True Link, BNY Mellon, and BlackRock, where she specialized in areas such as investment advisory, corporate strategy, ETF & model portfolios, digital wealth management, and wealth advisory analysis.
Eliana's journey includes roles as a Career Peer Advisor at Swarthmore College, a Business Development Intern at InvisAlert Solutions, LLC, and a Research Assistant at Yale School of Medicine.
Her professional versatility is evident from her previous positions as a Center for Innovation and Leadership Intern, Summer Analyst, and Campus Information Session Presenter and Tour Guide at various institutions.
With her comprehensive education and rich professional background, Eliana Cohen is a dynamic professional excelling in investment advisory services and strategic financial management.