Lee Cohen

Advisor Consultant: Banks- Independents- Agency at New York Life Investments

Lee Cohen is an experienced financial professional currently serving as an Advisor Consultant in the Agency Channel for the Northeast Zone at New York Life Investments since January 2014. In this role, Lee is responsible for driving sales and territory growth through proactive outreach and service calls, while collaborating with field wholesalers to foster business relationships with financial advisors. Prior to this position, Lee was an Agent at New York Life Insurance Company, where a thorough analysis of clients' financial situations allowed for tailored recommendations in Life Insurance, Fixed and Income Annuities, and Long Term Care Insurance. Lee holds a Bachelor of Science degree in Biology from St. Francis College, awarded in 2010.

Location

New York, United States

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New York Life Investments

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New York Life Investments provides a broad range of investment products and solutions. They manage assets under management for clients. They offer solutions across asset classes. They offer clients access to investment teams. They provide services like mutual funds, thought leadership, client relationships, investment management, fixed income,longevity, equities, index solutions, ETFs, and infrastructure.


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501-1,000

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