Cooper Segars Email
Paraplanner @ QuadCap Wealth Management, LLC
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Cooper Segars Location
- Texas, United States
Cooper Segars Work
- Paraplanner @ (June 2026 - Present)
- Financial Paraplanner @ (August 2023 - June 2026)
- Bartender and Barback @ Jake’s Sports Bar (June 2021 - May 2023)
- Private Wealth Management Intern @ (May 2022 - August 2022)
- Operations Manager @ (May 2017 - August 2020)
- Food Server @ (May 2019 - August 2019)
- Food Service Worker @ (May 2018 - August 2018)
- Lead Installer @ J3 Installation LLC (June 2016 - August 2016)
- Customer Service Representative @ (June 2014 - March 2016)
Cooper Segars Education
- College of Health and Human Sciences at Texas Tech University
Master of Science - MS (Personal Financial Planning)
2021-2023 - College of Health and Human Sciences at Texas Tech University
Bachelor's degree (Personal Financial Planning)
2016-2021 - Aledo High School
High School Diploma
2012-2016
Cooper Segars Skills
- Administrative Assistance
- Analytical Skills
- Asset Management
- Bank Account Maintenance
- Budget Preparation
- Budget Process
- Client Services
- Communication
- Communication Training
- Cost Models
- Customer Relationship Management (CRM)
- Customer Service
- Equity Research
- Finance
- Financial Advisory
- Financial Analysis
- Financial Forecasting
- Financial Planning
- Financial Services
- Food Service
- Futures
- Income Tax
- Insurance
- Investment Decisions
- Investment Planning
- Investments
- Life Insurance
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Microsoft PowerPoint
- Microsoft Word
- Operations Management
- Oral Communication
- People Management
- Presentations
- Problem Solving
- Product Knowledge
- Project Management
- Retirement Planning
- Teamwork
- Wealth Management Services
- Written Communication
Cooper Segars Summary
- Cooper Segars, based in Texas, United States, is currently a Paraplanner at QuadCap Wealth Management, LLC. Cooper Segars brings experience from previous roles at Strittmatter Wealth Management Group, LLC, Jake’s Sports Bar, Baird and Clean Air Lawn Care, Inc.. Cooper Segars holds a 2021 - 2023 Master of Science - MS in Personal Financial Planning @ College of Health and Human Sciences at Texas Tech University. With a robust skill set that includes Administrative Assistance, Analytical Skills, Asset Management, Bank Account Maintenance, Budget Preparation and more. Cooper Segars has 1 emails on RocketReach.
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Cooper Segars
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