Brian Koopman's Location
La Crosse, WI, US
Brian Koopman's Work
- Chief Operating Officer @ Trust Point Inc.
- Vice President @ Trust Point Inc.
- Accountant @ RSM US LLP
Brian Koopman's Education
- Universityof Wisconsin-La Crosse
Accountancy
1992 - 1996
Brian Koopman's Skills
- Financial Analysis
- Estate Planning
- Investments
- Strategic Financial Planning
- Retirement Planning
- Alternative Investments
- Mutual Funds
- Wealth Management
- Portfolio Management
- Asset Allocation
Brian Koopman's Summary
Brian Koopman, based in La Crosse, WI, US, is currently a Chief Operating Officer at Trust Point Inc., bringing experience from previous roles at Trust Point Inc. and McGladrey. Brian Koopman holds a 1992 - 1996 Accountancy @ Universityof Wisconsin-La Crosse. With a robust skill set that includes Financial Analysis, Estate Planning, Investments, Strategic Financial Planning, Retirement Planning and more, Brian Koopman contributes valuable insights to the industry. Brian Koopman has 2 emails on RocketReach.
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