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William Cohen
Financial Advisor at Morgan Stanley
William Cohen is a Financial Advisor at Morgan Stanley based in Denver, Colorado.45 He holds the position of Senior Vice President, Portfolio Manager, and Alternative Investments Director.3 With a background in corporate strategic planning and relationship management, Cohen is passionate about client satisfaction and dedicated to helping clients achieve their financial goals.2 His expertise spans various areas including retirement planning, investing, family and business planning, and philanthropy.1
Professional Experience
Cohen brings valuable experience from previous roles, including a position at Mamma Chia.4 His comprehensive professional background equips him to provide tailored financial advice and services to his clients at Morgan Stanley.
Areas of Expertise
- Strategic planning
- Relationship management
- Portfolio management
- Alternative investments
- Retirement planning
- Family and business financial planning
- Philanthropy
William Cohen's LinkedIn profile can be found under the username williamcohen1.23
