Jim Copell Email & Phone Number
CEO @ Copell Financial LLC
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Jim Copell Location
- Hasbrouck Heights, NJ, US
Jim Copell Work
- 2005 -now CEO @
- 2017 -now Business Development @
- 1998 -2005 Vice President @ Bear Stearns NYSE
- 2000 -2005 NYSE Trader @ Bear Stearns
- 1996 -2000 Vice-President @ Wheat, First, Butcher, Singer
Jim Copell Education
- Roger Williams College
(Psychology)
Jim Copell Skills
- Wealth Management
- Finance
- Investments
- Equity Research
- Investment Banking
- Equities
- Mergers
- Asset Managment
- Private Equity
- Banking
- Leadership
- Mergers & Acquisitions
- Trading
- Financial Markets
- Portfolio Management
- Alternative Investments
- Investment Strategies
- Asset Management
- Mutual Funds
- Hedge Funds
- Securities
- Series 7
- Financial Services
- Investment Management
- Investment Advisory
- Venture Capital
- Capital Markets
- Series 63
- Fixed Income
- Emerging Markets
- Financial Advisory
- Asset Allocation
- Bonds
- Due Diligence
- Fund Of Funds
- Funding
- Derivatives
- Options
- Investor Relations
- Sales
- Strategic Planning
- Customer Service
- Mergers and Acquisitions
- Strategy
Jim Copell Summary
- Jim Copell, based in Hasbrouck Heights, NJ, US, is currently a CEO at Copell Financial LLC. Jim Copell brings experience from previous roles at JWC Research, Bear Stearns NYSE, Bear Stearns and Wheat, First, Butcher, Singer. Jim Copell holds a Roger Williams College. With a robust skill set that includes Wealth Management, Finance, Investments, Equity Research, Investment Banking and more. Jim Copell has 3 emails and 3 mobile phone numbers on RocketReach.
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Top Copell Financial LLC Employees
John Gibney
Managing Director
Fair Haven, NJ, US
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