Mike Cohen, AIF®

Mike Cohen, AIF®, Senior Partnership Manager Mike has been in the retirement plan and financial services industry for over 15 years. Having gotten his start as a Relationship Manager at Schwab Bank working with retirement plan advisors and Independent Recordkeepers to working as a National Accounts Director, he has gained exposure to and thrives working with partners across our industry to serve and identify appropriate solutions for their practices and clients. He holds an Accredited Investment Fiduciary (AIF) designation from fi360 as well as his Series 7 and 63 licensing from FINRA. He is excited to outline Ubiquity’s value proposition to you and your small to mid-size business owner clients seeking a retirement plan provider for their employees.