We found the following information about Brian Cohoon at Commonwealth Bank & Trust, where this person has worked as a Chief Development Officer since 2020. Brian's total work experience is over 16 years, during which time this person had at least six jobs at different places to develop professional skills. Brian studied at the Ball State University from 1988 to 1992. Brian currently is located in Lexington, Kentucky. You can contact with Brian by searching for phone number or email or find full information by requesting access to Brian Cohoon's additional details from SoftwareOfficial.
Name variants:
Bryan Cohoon,
Bryant Cohoon
Last updated Jul 04, 2024
Contact Information
Last Update
Jul 12, 2022
Email
cr**@insightbb.com, br**@raymondjames.com
Location
Lexington, KY
Company
Workplace
Colleagues
Work History
Chief Development Officer
4350 Brownsboro Rd, Louisville, KY 40207
from Jan 2020
Louisville Market Director
2353 Alexandria Dr SUITE 100, Lexington, KY 40504
Unified Trust Co. was formed in 1985 by Dr. Gregory Kasten and is headquartered in Lexington KY. Unified currently manages approximately $3 billion in investments for individuals, charities ...
Aug 2012 — Aug 2017
Executive Wealth Advisor, Chief Development Officer
Certified Financial Planner. Making money and life work together for individuals, business owners, retirees and professionals. Asset protector. Tax Reducer. 401k plans. Money Manager. "Teach...
from May 2017
Vice President and Certified Financial Planner
1040 east Main St, Louisville, KY 40206
Manage and grow the Financial Planning, Insurance and Retirement Plan Services areas for large regional trust company and community bank.
Dec 2007 — Aug 2012
Owner
Personal financial planner and problem solver for business owners and medical professionals. Also significant work with non profit organizations.
Jan 2004 — Dec 2007
Vp, Charitable Planning and Planned Giving
234 east Gray St, Louisville, KY 40202
Worked with donors on charitable estate planning techniques to benefit Kosair Children's Hospital while saving taxes and coordinating with their personal goals.
Jan 2001 — Jan 2004
Education
1988 — 1992
1985 — 1989
Occupations
Executive
Director
Operations Manager
Skills
Estate Planning
Investments
Financial Planning
401K
Strategic Financial Planning
Finance
Employee Benefits
Insurance
Wealth Management
Investment Strategies
Management
Disability Insurance
Life Insurance
Pensions
Retirement
Strategic Planning
Succession Planning
Retirement Planning
Financial Analysis
Executive Benefit Strategies
Personal Financial Planning
Long Term Care Insurance
Business Succession Planning
Wealth Management Services
FAQs about Brian Cohoon
What's the main profession of Brian Cohoon?
Brian is a Chief Development Officer.
What are the profession of This expert?
These person's professions are Executive and Director
Where does Brian Cohoon currently live?
Lexington, Kentucky is the place where Brian Cohoon lives
Does the professional have the email address?
cr**@insightbb.com and br**@raymondjames.com is Brian's email address.
Where did Brian Cohoon work?
The professional worked at Commonwealth Bank & Trust, Unified Trust Company, N.a..
Where has Brian Cohoon studied?
Brian studied at the Ball State University from 1988 to 1992.
What is professional industry that Brian Cohoon worked in?
Brian works in Banking industry.
What are professional skills of Brian Cohoon?
This person has the following skills: Estate Planning, Investments, Financial Planning, 401K, Strategic Financial Planning, Finance, Employee Benefits, Insurance, and Wealth Management.