Josh Cohen in

Josh Cohen

Collaborator · DISC type is
Client Service Associate- Corporate Cash Management Team at Oppenheimer & Co. Inc.
📍 New York, New York, United States

Josh Cohen specializes in Corporate Cash Management at Oppenheimer & Co. Inc. , leveraging a background that includes Series 7 and 66 certifications and a Bachelor of Science from Binghamton University. His experience spans PWM registered associate roles and strategic sales.

His interests appear to lie at the intersection of entertainment and venture capital, stemming from experience with celebrity artist management and successful startups like Poppi and Starface. He also has a background in real estate and direct sales, honing strong presentation skills.

He became the youngest Real Estate Agent at Sothebys International Realty after obtaining his license.

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Experience
5 Years
Current Role
Client Service Associate- Corporate Cash Management Team
Location
New York, New York, United States
Personality Overview

How Josh shows up

Example Driven
Good Listener
Fair-minded

Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are. They are more likely to go for proven solutions. Win-win scenarios can appeal strongly to them.

Priorities

Topics Josh cares about

Corporate Cash Management
This is his current specialization as a PWM Registered Associate at Oppenheimer & Co. Inc. , focusing on corporate finance solutions.
Venture-Backed Brands
Worked directly with the ventures director at Electric Feel Entertainment on successful brands such as Hero Bread, Starface, and Poppi.
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Career

Work history

1-2023
Client Service Associate- Corporate Cash Management Team
Oppenheimer & Co. Inc.
1-2023
PWM Registered Associate - Corporate Cash Management
Oppenheimer & Co. Inc.
5-2021 - 8-2021
Electric Feel Ventures
Electric Feel Entertainment
5-2020 - 7-2020
Sales Representative
Cutco Vector Marketing
6-2018 - 3-2020
Real Estate Agent and Assistant
Sotheby's International Realty Affiliates LLC
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
8-2019 - 5-2022
Bachelor of Science - BS
Binghamton University
10-2018 - 6-2019
Education details unavailable
Bar-Ilan University
2014 - 2018
Education details unavailable
Ramaz Upper School,
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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