Marc Cohen

Visionary
DISC Type : Ds

Chief Growth Officer at LPL Financial

San Diego, California, United States

Overview

Marc has no verified overview

Personality Overview

Direct & Assertive

Risk Tolerant

Objective Evaluator

They might take some time to make their mind up but once they do, they don't change it easily.  Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Marc has no verified topics they care about

Media Appearances

Marc has no verified media appearances

Work History

10-2025
Chief Growth Officer at LPL Financial
12-2024 - 10-2025
Group Managing Director at LPL Financial
12-2020 - 12-2024
Executive Vice President at LPL Financial
5-2011 - 12-2018
Chief Operating Officer at MarketCounsel
9-2009 - 5-2011
Executive Vice President at MarketCounsel

Education

BAccy from The George Washington University

More Information

Social Presence :

Prographics :

Exp : 19 Location : San Diego, California, United States Job Level : Leadership Designation : Chief Growth Officer at LPL Financial
URL has been copied!

Insights For Selling To Marc

During A Call Or A Meeting

DO's

  • Use phrases like 'your team deserves', 'best in class' etc.
  • Let them know of potential risks but suggest mitigation methods alongside
  • Stick to your standard pitch and qualifying script, don't try to wing it

DONT's

  • Don't take their patience for granted, avoid long-winding sermons
  • Don't go over them unless you are left with no other option
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Marc is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Marc

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Marc move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Marc take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Marc

Personality Compatibility


Other LPL Financial Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.