Daniel Cohen, CPA

Daniel Cohen, CPA has a diverse range of work experience in various roles and industries. Daniel is currently working as a Strategic Alliances Manager at Trullion since March 2022. Prior to this, they held the position of an Investment Banking Analyst at Lincoln International from April 2021 to January 2022. From June 2019 to March 2021, they worked as an International M&A Tax Associate at PwC. In 2018, Daniel volunteered at the Volunteer Income Tax Assistance organization and also worked as an Assistant Comptroller at the University at Albany, SUNY where they handled budget management and performed daily accounting functions. Additionally, they gained experience as an International Tax Services Intern at PwC and as a Fowler Student Assistant at The George Washington University - School of Business. In 2017, they worked as a U.S. Tax Compliance Associate at PwC Israel. Daniel also co-founded the local chapter of TAMID Group at the GWU campus and served as the Vice President of Finance and a Board Member. Furthermore, they had an internship experience in management consulting at Attain in 2016.

Daniel Cohen, CPA, received their Bachelor of Business Administration (BBA) degree in Accounting and Finance from The George Washington University between 2014 and 2018. Following their undergraduate studies, they pursued a Master of Science degree in Taxation from the University at Albany, SUNY from 2018 to 2019. During the 2017 academic year, Daniel participated in a study abroad program at Reichman University. Before their university education, Daniel attended Yeshivah of Flatbush Joel Braverman High School from 2010 to 2014. In addition to their academic achievements, Daniel holds several certifications, including the Certified Public Accountant designation obtained in March 2021 from the American Institute of Certified Public Accountants (AICPA). Daniel also obtained the Series 79, Series 63, and Series SIE certifications from the Financial Industry Regulatory Authority (FINRA) in 2021.