Curtis Pope Email & Phone Number
Founder + Financial Advisor @ Pope Wealth Planning, LLC
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Curtis Pope Location
- New York, NY, US
Curtis Pope Work
- 2020 -now Founder + Financial Advisor @
- 2020 -2023 Advisor @
- 2018 -2019 Senior Financial Advisor @
- 2014 -2018 Financial Advisor @
- 2010 -2012 Executive Assistant @
Curtis Pope Education
- Columbia University
Master of Arts
2012 - Peking University
Study Abroad
2008 - Gordon College
Bachelor of Arts (Economics)
- Northwestern University
CFP® certificate
Curtis Pope Skills
- Wealth Management Services
- Cash Flow Analysis
- Employee Benefits
- Equity Compensation
- Tax-advantaged Investment Strategies
- Tax Advisory
- Sales
- Financial Planning
- Business Development
- Wealth Management
- Certified Financial Planner
- Financial Advisory
- Investment Strategies
- Teaching
- Holistic Financial Planning
- Retirement Planning
- Investments
- Strategic Planning
- Social Media
- Civic Engagement
- Conferences
- Reports
- Mac
- Chinese
- Risk Tolerance
- PC
- Mailman
- Compact
- Academic
- French
- Gifts
- Educational Consulting
- Related Topics
- Germany
- Admissions
- Aid
- Tennis
- Communication
- Written
- Recording
- Students
- Greece
- Computer Proficiency
- Skiing
- Senegal
- Finance
- Datatel
- Strategies
- Catering
- Donors
- Higher Education Administration
- Interpersonal Relationships
- Rollout
- Luxury
- Scholarships
- Materials
- System Monitoring
- Real Estate Transactions
- Fundraising
- Humanitarian
- Golf
- Mandarin
- County
- Income
- China
- Cabinet
- Public Health
- Netherlands
- Service Learning
- Financial Analysis
- Handel
- Talking Points
- Beijing
- SEP IRA
- France
- Proposal Writing
- Comments
- Annual Fund
- Small Business
- Customer Service
- Marketing
- Mexico
- Language Development
- Detroit
- England
- Tourism
- Hiring
- Encouragement
- International Travel
- Trips
- Consulting
- Russia
- Executive Administrative Assistance
- Canada
- Drafting
- Community Engagement
- Art
- Science
- Staff Development
- Business Services
- Surveying
- Point of Sale
- Websites
- Legal Writing
- Community
- Accounting Applications
- Acknowledgements
- Colleges
- Cost
- Venues
- Higher Education
- Screening
- Advancement
- Portfolio Management
- Fundraisers
- Spain
- Economics
- Gala
- Political Economy
- Boston
- LexisNexis
- Microsoft Office
- Briefings
- Microsoft Excel
- History
- International
- eBay
- Major Donors
- Universities
- Management
- Risk
- Training
- Schools
- New York
- Meetings
- Guiding
- Power
- Cooking
- Learning Communities
- Executive Positions
- Tutoring
- Project Planning
- Birmingham
- Mentoring
- Athletics
- Interest Rates
- learn.com
- Spark
- Informational Interviews
- Asian Studies
- Intermediary
- Student Engagement
- Leadership
- Personal Financial Planning
Curtis Pope Summary
- Curtis Pope, based in New York, NY, US, is currently a Founder + Financial Advisor at Pope Wealth Planning. Curtis Pope brings experience from previous roles at Northstar, Wealthsimple, Morgan Stanley and Columbia University. Curtis Pope holds a Master of Arts @ Columbia University. With a robust skill set that includes Wealth Management Services, Cash Flow Analysis, Employee Benefits, Equity Compensation, Tax-advantaged Investment Strategies and more. Curtis Pope has 6 emails and 6 mobile phone numbers on RocketReach.
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