Cohen & Company

Description

Founded: 1977 Subsidiaries: Cohen Capital Advisors, Ltd., Lanese & Associates, FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportCohen & CompanyWebsiteDirections Saved (0) Saved Save Certified public accountant in Milwaukee, Wisconsin Address: 342 N Water St Suite 830, Milwaukee, WI 53202 Hours: Closed ⋅ Opens 8:30AM Mon SaturdayClosedSundayClosedMonday(Martin Luther King Jr. Day)8:30AM–5:30PMHours might differTuesday8:30AM–5:30PMWednesday8:30AM–5:30PMThursday8:30AM–5:30PMFriday8:30AM–5:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (414) 203-6340: : Category: Website: : : : Place name: : Website: https://www.cohencpa.com/ Category: Certified Public Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Cohen & Company Posting publicly on the Web Write a review Reviews Be the first to review

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Cohen & Company Employees

Employee
Years
Job
Industry
Laura Sefcik Laura Sefcik Warren, Ohio Details
Laura Sefcik's Cohen & Company Experience January 2013 - Present
Job Staff Accountant at Cohen & Company
Industry Accounting
Experience
Cohen & Company   January 2013 - Present
Youngstown State University  August 2011 - December 2012
Mahoning Valley Scrappers  June 2008 - September 2012
University of Mount Union  August 2010 - May 2011

Skills
Microsoft Office, Tax Accounting, Tax Preparation, ProSystem fx Tax, Gift Tax, Individual Tax, Partnership Taxation, Corporate Tax, Microsoft Excel, Income Tax

Education
Youngstown State University   2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General

University of Mount Union   2007 — 2011
Bachelor of Arts (BA), Accounting

David Simek David Simek New York, New York Details
David Simek's Cohen & Company Experience April 2009 - July 2012
Job Raymond James Financial Inc.
Industry Capital Markets
Experience
Raymond James Financial Inc.  December 2014 - Present
Stifel Financial Corp.  March 2013 - November 2014
Knight Capital Group  2012 - 2013
Cohen & Company   April 2009 - July 2012
Highland Capital Management, L.P.   August 2007 - March 2009
Merrill Lynch  2002 - 2007
UBS Investment Bank  2000 - 2002
Nomura Securities  1987 - 2000

Skills
Private Equity, Financial Analysis, Hedge Funds, SEC filings, Business Valuation, Mergers, Income Tax, Structured Finance

Education
University of Richmond
Bachelor of Business Administration (B.B.A.), Finance, General

Julie Cutler Veltman, CFA Julie Cutler Veltman, CFA San Francisco Bay Area Details
Julie Cutler Veltman, CFA's Cohen & Company Experience February 2006 - January 2012
Job Infrastructure Strategy Principal at Salesforce
Industry Financial Services
Experience
Salesforce  March 2015 - Present
Raymond James Financial Inc.  January 2012 - June 2014
Cohen & Company   February 2006 - January 2012
Merrill Lynch  2003 - 2006

Skills
Asset Management, Trading, Hedge Funds, ABS, Alternative Investments, Portfolio Management, Investments, Securitization, Derivatives, CDO, Bloomberg, Bonds, Structured Products, Capital Markets, Financial Analysis, Structured Finance, Fixed Income, MBS, Credit Derivatives, Financial Structuring, Financial Modeling, Credit, Valuation, Management

Education
University of Pennsylvania   2000 — 2003
Bachelor of Science, Finance

Stuyvesant High School

Kevin Moriarty Kevin Moriarty San Francisco, California Details
Kevin Moriarty's Cohen & Company Experience October 2009 - July 2011
Job Broker at Hartfield, Titus & Donnelly
Industry Financial Services
Experience
Hartfield, Titus & Donnelly LLC   November 2012 - Present
TIAA-CREF  June 2012 - November 2012
Cohen & Company   October 2009 - July 2011
Gale International  June 2008 - August 2008

Skills
Economics, Bloomberg, Fixed Income, Capital Markets, Investments, Valuation, Equities, Series 7, Derivatives, Alternative Investments

Education
University of Richmond   2005 — 2009
BA, Economics

United Arab Emirates   2009 — 2009
International Business Program

Charles University - Prague, Czech Republic   2007 — 2007
Transitional Economics

Beth Whitmer Beth Whitmer Columbus, Ohio Area Details
Beth Whitmer's Cohen & Company Experience Tax ManagerPricewaterhouseCoopers2005 - 2009
Job Senior Tax Manager at Cohen & Company
Industry Accounting
Experience
Cohen & Company   Tax ManagerPricewaterhouseCoopers2005 - 2009
KPMG  1999 - 2005

Skills
Corporate Tax, CPA

Education
University of Nebraska-Lincoln

Chris Stulpin Chris Stulpin Carversville, Pennsylvania Details
Chris Stulpin's Cohen & Company Experience August 2003 - April 2007
Job Sr. VP at Merion Capital Group
Industry Research
Experience
Merion Capital Group   June 2014 - Present
Raymond James Financial  April 2011 - April 2012
Hired to Retool ECM @ Howe Barnes; HB Sold to RJ During Process   August 2010 - April 2011
D. A. Davidson   July 2007 - July 2010
Cohen & Company   August 2003 - April 2007

Skills
Portfolio Management, Capital Markets, Fixed Income, Investment Banking, Private Equity, Equity Research, Financial Modeling, Series 7, Hedge Funds, Asset Managment, Banking, Mergers

Education
University of Pennsylvania - The Wharton School
Bachelors of Business Administration, Accounting and Finance

Jeneen Engle Jeneen Engle Youngstown, Ohio Area Details
Jeneen Engle's Cohen & Company Experience 1999 - 2001
Job Sr. Manager Sales Development at athenahealth
Industry Information Technology and Services
Experience
athenahealth  December 2012 - Present
BeautiControl  2005 - Present
athenahealth  January 2005 - November 2012
athenahealth  July 2001 - January 2005
Cohen & Company   1999 - 2001

Education
University of Mount Union   1991 — 1995
BA, Business

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