TEAM

Robbie Cohen

Senior Client Relationship Associate

Robbie Cohen, Senior Client Relationship Associate, collaborates with clients on their account requests, consistently ensuring that their needs are met quickly and efficiently. He is responsible for directing account transactions such as wires, transfers, disbursements, fund redemptions and purchases, and the opening of new accounts. Additionally, he processes investment transactions and coordinates the transfer of incoming assets to new or existing accounts. He also assists with Tandem’s technology projects and special assignments. Cohen holds a BS in Business from University of Phoenix.

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