David Cooper Email & Phone Number
Founder and Principal - Head of Wealth Management @ United Advisers
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David Cooper Location
- Madrid, ES
David Cooper Work
- 2007 -now Founder and Principal - Head of Wealth Management @
- 2007 -now Principal and Head of Wealth Management @
- 2019 -2024 Principal and Client Services Center @
- 2007 -2020 Founder and Owner - Director of Wealth Management @
- now Regional Director @
- now Stock Broker @ Midas Fondsmæglerselskab
- now Financial Adviser and Regional Training Consultant @
David Cooper Education
- South Warwickshire College of further Education 1987-1989
- Kineton High School
David Cooper Skills
- Investments
- Portfolio Management
- Wealth Management
- Mutual Funds
- Equities
- Investment Advisory
- Business Strategy
- Banking
- Business Planning
- Finance
- Estate Planning
- Investment Banking
- Wealth Management Services
- Asset Management
- Financial Services
- Insurance
- Retirement Planning
- Savings
- Financial Planning
- Team Leadership
- Pensions
- Asset Valuation
- Bank Accounts
- Cash Flow Forecasting
- Clearing Probate
- Collective Investments
- Discretionary Management
- Distributing Retirement Income
- Estate Management
- Financial Consulting
- Fixed Interest
- Funds
- Global Client Management
- Global Wealth Management
- Holistic Lifecycle Management
- Inheritance Tax Management
- Investing for Retirement
- Legacy Planning
- Life Insurance Bonds
- Life Insurance in Trust
- Saving for Retirement
- Short-to-Medium Savings
- Structured Notes
- Succession Planning
- Training
- Wealth & Asset Management
- Wealth Transfer
- Will Creation Facilitation
- Financial Advisory
- Funding
- Will Creation
- Distributing Retirement
- Wealth and Asset Management
- Wealth and Asset
- Inheritance Tax
- Holistic Lifecycle
- Leadership
- Public Speaking
- Short to Medium Savings
- Microsoft Office
- Customer Service
- Lloyds
- Team Building
- Security
David Cooper Summary
- David Cooper, based in Madrid, ES, is currently a Founder and Principal - Head of Wealth Management at United Advisers. David Cooper brings experience from previous roles at United Advisers and deVere Group. David Cooper holds a 1987 - 1989 South Warwickshire College of further Education. With a robust skill set that includes Investments, Portfolio Management, Wealth Management, Mutual Funds, Equities and more. David Cooper has 2 emails on RocketReach.
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Top United Advisers Employees
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