Adam Cohen

Adam Cohen's work experience begins in 1987 at Lehman Brothers, where they started as a Vice President and grew assets to $75 million through new product sales, business development, and client account management. Adam then transitioned to Bear Stearns & Co., where they continued as a Vice President, leading the transition from a transactional model to a fee-based revenue model and building assets totaling $230 million. In 2008, Adam joined RBC Wealth Management as Vice President, Private Wealth Manager, where they built and managed a client base of over 70 relationships representing $100 million in fee-based and $50 million in commission-based business.

In 2017, Adam joined Broadly as an Account Executive and worked their way up to Senior Account Executive (Automotive), responsible for ensuring businesses look great online and helping them stand out through review strategies and SEO technology. Adam then joined AMS Protractor in 2022 as a Strategic Account Executive, where they currently hold a position.

Adam Cohen earned a Bachelor of Science degree in Business Administration and Management from Arizona State University from 1986 to 1990. In addition, they obtained the Series 7 & Series 63 certifications from FINRA in January 1987.