Brian Koopman Email & Phone Number
Chief Operating Officer @ Trust Point Inc.
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Brian Koopman Location
- La Crosse, WI, US
Brian Koopman Work
- 2019 -now Chief Operating Officer @
- 2000 -now Vice President @
- 1996 -1999 Accountant @ McGladrey
Brian Koopman Education
- Universityof Wisconsin-La Crosse
Accountancy
1992-1996
Brian Koopman Skills
- Financial Analysis
- Estate Planning
- Investments
- Strategic Financial Planning
- Retirement Planning
- Alternative Investments
- Mutual Funds
- Wealth Management
- Portfolio Management
- Asset Allocation
- Finance
- Retirement
- Banking
- Strategic Financial
- Social Media
- Sales Management
- Public Speaking
Brian Koopman Summary
- Brian Koopman, based in La Crosse, WI, US, is currently a Chief Operating Officer at Trust Point Inc.. Brian Koopman brings 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 has 2 emails and 1 mobile phone numbers on RocketReach.
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