Cliff Cooper's Location
New York, New York, United States
Cliff Cooper's Work
- Premier Banker and Regional Bank-Private Banker @ Wells Fargo
- Senior Financial Advisor @ Citi
- Investment Advisor @ J.P. Morgan
- Investment Strategist : Wachovia Wealth Management @ Wachovia Corp
- Senior Financial Advisor : Wachovia Securities - ISG @ Wachovia Corp
- Registered Principal @ LifeMark Securities Corp.
- Vice President Investments @ A.G. Edwards & Sons, Inc.
- Manager Investment Services @ Gateway Bank / Mabon Securities
Cliff Cooper's Education
- Sacred Heart University
B.S. (Business Management)
- Fairfield University
Certificate (Financial Planning)
Cliff Cooper's Skills
- Relationship Management
- Affluent Client Financial Services
- Financial Services
- Wealth Management
- Investment Management
- Asset Allocation
- Unified Managed Accounts
- Equities
- Fixed Income
- Mutual Funds
Cliff Cooper's Summary
Cliff Cooper, based in New York, New York, United States, is currently a Premier Banker and Regional Bank-Private Banker at Wells Fargo, bringing experience from previous roles at Citi Personal Wealth Management, J.P. Morgan | Private Wealth Management and Wachovia Corp. Cliff Cooper holds a B.S. in Business Management @ Sacred Heart University. With a robust skill set that includes Relationship Management, Affluent Client Financial Services, Financial Services, Wealth Management, Investment Management and more, Cliff Cooper contributes valuable insights to the industry. Cliff Cooper has 2 emails and 1 mobile phone number on RocketReach.
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