Lee Cohen
About Lee Cohen
Lee Cohen serves as the Assistant Vice President and Private Client Banker at Chase, a position he has held since 2016. He has a diverse background in finance and community outreach, with previous roles at Chase, Aflac, and in political campaigns.
Current Position at Chase
Lee Cohen serves as the Assistant Vice President and Private Client Banker at Chase. He has held this position since 2016, contributing to the bank's private client services for over eight years. In this role, he focuses on managing client relationships and providing tailored financial solutions to meet the needs of high-net-worth individuals.
Previous Experience at Chase
Prior to his current role, Lee Cohen worked at Chase as a Relationship Banker and Small Business Specialist from 2014 to 2016. During his two years in this position, he was based in Chicago, Illinois, where he developed skills in customer service and small business financial management.
Education and Expertise
Lee Cohen studied at the University of Arizona, where he earned a Bachelor of Science (B.S.) in Political Science and Government from 2009 to 2012. He also attended Indiana University Bloomington, achieving a degree in Public Financial Management from 2007 to 2009. His educational background provides a strong foundation in finance and governance.
Career Background
Lee Cohen has a diverse career background that includes various roles in finance and community outreach. He worked as an Account Manager at Aflac from 2012 to 2014 in Chicago, Illinois. Additionally, he served as an Analyst at RadNet from 2008 to 2010 in Northridge, California, and completed internships at Capital Source Financial and the City of Tucson in 2007 and 2012, respectively.
Community Outreach Experience
In 2010, Lee Cohen worked as a Community Outreach Associate for Meg Whitman’s gubernatorial campaign in Woodland Hills, California, for a duration of three months. This role involved engaging with the community and promoting the campaign's initiatives.