Insurance Operations Director

Phone: 781-884-2351
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About Johnna Cohan

Johnna serves as the Insurance Operations Director. She is responsible for all facets of U.S. Wealth Management’s insurance operations, including the implementation of the firm’s strategic objectives. She is focused on delivering the tools and platforms to support the advisors in insurance related business.

Prior to joining U.S. Wealth Management, Johnna worked as 2nd Vice President of New Business and Underwriting at Phoenix Life, where she was responsible for developing and implementing process improvements to enhance the agent and advisor service experience.  Prior to that, Johnna worked for AXA Distributors as Assistant Vice President of National Accounts.  There, Johnna served as the executive level manager for some of the largest advisor groups in the industry. Prior to working at AXA, Johnna worked at Travelers Life and Annuity, where she held a 2nd Vice President position of internal sales and marketing. Johnna brings over 25 years of insurance industry experience in both sales and operations. She understands both the carrier and advisor perspective, having worked in the field and corporate offices. 

Education/Registrations

  • Studied at Post University and Charter Oak State College
  • Life and Health licensed
  • FINRA Series 6 and 63 registrations held with LPL Financial

Johnna resides in Berlin, Connecticut with her husband Adam and daughter Haley.