Cooper Lawrence Location
- Chicago, IL, US
Cooper Lawrence Work
- 2024 -now Trader and Financial Planner @
- 2024 -2024 Client Services Associate @
- 2023 -2024 Financial Planning Associate @
- 2020 -2023 Account Manager @
- 2018 -2020 Office Assistant @
Cooper Lawrence Education
- The University of Alabama
BS - Commerce and Business Administration (Finance)
2017-2020
Cooper Lawrence Skills
- Orion Advisor
- Advanced Billing
- Morningstar TRX
- YourStake
- Morningstar Office
- Financial Planning
- Money Guide Pro
- Google Sheets
- Cash Flow Analysis
- Schwab Advisor Center
- Redtail CRM
- Salesforce
- Customer Service
- Account Management
- Time Management
- Sales
- Microsoft Office
Cooper Lawrence Summary
- Cooper Lawrence, based in Chicago, IL, US, is currently a Trader and Financial Planner at FourStar Wealth Advisors LLC. Cooper Lawrence brings experience from previous roles at FourStar Wealth Advisors LLC, Merino Wealth Management, State Farm Agent and Rosen Harwood, PA. Cooper Lawrence holds a 2017 - 2020 BS - Commerce and Business Administration in Finance @ The University of Alabama. With a robust skill set that includes Orion Advisor, Advanced Billing, Morningstar TRX, YourStake, Morningstar Office and more. Cooper Lawrence has 2 emails on RocketReach.
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