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
- Founder and Principal - Head of Wealth Management @ (October 2007 - Present)
- Principal and Client Services Center @ (January 2019 - March 2024)
- Founder and Owner - Director of Wealth Management @ (October 2007 - January 2020)
- Regional Director @ (January 1997 - January 2007)
- Stock Broker @ Midas Fondsmæglerselskab (January 1995 - January 1997)
- Financial Adviser and Regional Training Consultant @ (January 1988 - January 1996)
David Cooper Education
- South Warwickshire College of further Education
Mechanical Engineering
1987-1989 - Kineton High School
David Cooper Skills
- Asset Management
- Asset Valuation
- Bank Accounts
- Banking
- Business Planning
- Business Strategy
- Cash Flow Forecasting
- Clearing Probate
- Collective Investments
- Discretionary Management
- Distributing Retirement Income
- Equities
- Estate Management
- Estate Planning
- Finance
- Financial Advisory
- Financial Consulting
- Financial Planning
- Financial Services
- Fixed Interest
- Funding
- Funds
- Global Client Management
- Global Wealth Management
- Holistic Lifecycle Management
- Inheritance Tax Management
- Insurance
- Investing for Retirement
- Investment Advisory
- Investment Banking
- Investments
- Legacy Planning
- Life Insurance Bonds
- Life Insurance in Trust
- Mutual Funds
- Pensions
- Portfolio Management
- Retirement Planning
- Saving for Retirement
- Savings
- Short-to-Medium Savings
- Structured Notes
- Succession Planning
- Team Leadership
- Training
- Wealth & Asset Management
- Wealth Management
- Wealth Management Services
- Wealth Transfer
- Will Creation Facilitation
- 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, deVere Group and Midas Fondsmæglerselskab. David Cooper holds a 1987 - 1989 Mechanical Engineering @ South Warwickshire College of further Education. With a robust skill set that includes Asset Management, Asset Valuation, Bank Accounts, Banking, Business Planning and more. David Cooper has 1 emails and 1 mobile phone numbers on RocketReach.
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