Joan Cohen
Corporate Officer/Principal at Financial Executives International
Profile
Ms. Cohen joined Ameriprise Advisor Services in November 2008 when H&R Block Financial Advisors was acquired by Ameriprise.
Before joining H&R Block, Ms. Cohen was Chief Financial Officer and Chief of Staff at ING Advisors Network, which consists of approximately 10,000 independent financial planners.
She also previously served as Senior Vice President and Controller at ING Americas, one of the largest integrated financial services organizations in the world.
Ms. Cohen is a member of Financial Executives International and the American Institute of Certified Public Accountants.
She holds the following licenses: General Securities Representative (Series 7); General Securities Principal License (Series 24); and General Securities Financial/Operations Principal License (Series 27).
Cohen serves on the board of the Women’s Employment Network, a nonprofit organization dedicated to helping women achieve economic self-sufficiency.
Ms. Cohen holds a bachelor of arts degree in accounting from Adrian College in Michigan and is a certified public accountant.
Joan Cohen active positions
| Companies | Position | Start |
|---|---|---|
Financial Executives International
 Financial Executives International Miscellaneous Commercial ServicesCommercial Services Financial Executives International enhances member professional development through peer networking, career planning services, conferences, publications and special reports, and research. Its members include Chief Financial Officers, Vice Presidents of Finance, Treasurers, and Controllers. The company was founded in December 1931 and is headquartered in Morristown, NJ. | Corporate Officer/Principal | - |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Corporate Officer/Principal | - |
Former positions of Joan Cohen
| Companies | Position | End |
|---|---|---|
H&R Block Financial Advisors
 H&R Block Financial Advisors Investment Banks/BrokersFinance Founded in 1971, H&R Block Financial Advisors is a broker/dealer headquartered in Detroit, Michigan. The firm utilizes sector-based proprietary research that includes market research, in-depth studies of industry sectors and company specific research | President | 2008-10-30 |
ING Advisors Network
 ING Advisors Network Investment Banks/BrokersFinance ING Advisors Network operates as a broker-dealer network. Its products include mutual funds, life insurance, stocks, bonds, fixed & variable annuity, trust, certificates of deposit, individual retirement accounts, asset management accounts, estate planning, long-term care insurance, disability insurance, college education planning, and cash management accounts. | Director of Finance/CFO | - |
| H&R BLOCK, INC. | Human Resources Officer | 2010-11-01 |
Ameriprise Advisor Services, Inc.
 Ameriprise Advisor Services, Inc. Investment Banks/BrokersFinance Founded in 2008, Ameriprise Advisor Services, Inc. is a broker/dealer headquartered in Detroit, Michigan. The firm is a subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). Ameriprise Advisor Services utilizes sector-based proprietary research that includes market research, in-depth studies of industry sectors and company specific research. | President | - |
Training of Joan Cohen
| Adrian College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| H&R BLOCK, INC. | Consumer Services |
| Private companies | 5 |
|---|---|
H&R Block Financial Advisors
H&R Block Financial Advisors Investment Banks/BrokersFinance Founded in 1971, H&R Block Financial Advisors is a broker/dealer headquartered in Detroit, Michigan. The firm utilizes sector-based proprietary research that includes market research, in-depth studies of industry sectors and company specific research | Finance |
Financial Executives International
Financial Executives International Miscellaneous Commercial ServicesCommercial Services Financial Executives International enhances member professional development through peer networking, career planning services, conferences, publications and special reports, and research. Its members include Chief Financial Officers, Vice Presidents of Finance, Treasurers, and Controllers. The company was founded in December 1931 and is headquartered in Morristown, NJ. | Commercial Services |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Commercial Services |
Ameriprise Advisor Services, Inc.
Ameriprise Advisor Services, Inc. Investment Banks/BrokersFinance Founded in 2008, Ameriprise Advisor Services, Inc. is a broker/dealer headquartered in Detroit, Michigan. The firm is a subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). Ameriprise Advisor Services utilizes sector-based proprietary research that includes market research, in-depth studies of industry sectors and company specific research. | Finance |
ING Advisors Network
ING Advisors Network Investment Banks/BrokersFinance ING Advisors Network operates as a broker-dealer network. Its products include mutual funds, life insurance, stocks, bonds, fixed & variable annuity, trust, certificates of deposit, individual retirement accounts, asset management accounts, estate planning, long-term care insurance, disability insurance, college education planning, and cash management accounts. | Finance |
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