John Coppola Email & Phone Number
Managing Partner @ Client First Advisors LLC
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John Coppola Location
- Mount Pleasant, SC, US
John Coppola Work
- Managing Partner @ Client First Advisors LLC (January 2014 - Present)
- President @ (February 2018 - Present)
- Wealth Management Advisor @ (January 2012 - January 2014)
- CO-FOUNDER and CFO @ GARRETT EASTON ASSOCIATES AGENCY INC (January 1993 - January 2012)
- Senior Portfolio Manager @ SANO INVESTMENTS (January 2002 - January 2011)
John Coppola Education
- University of Michigan
BA (Communications, Economics)
1989-1993
John Coppola Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Budget Analysis
- Budget Development
- CEO
- CFO
- Commodity
- Derivatives
- Electronic Trading
- Entrepreneur
- Entrepreneurship
- Equities
- FINRA
- Finance
- Financial Advisory
- Financial Analysis
- Financial Risk
- Financial Services
- Fixed Income
- Hedge Funds
- Institutional Liaison
- Insurance Specialist
- Investment Management
- Investment Strategies
- Investments
- Life & Health Insurance Licenses
- Management
- Market analysis & Trading
- Operations Management
- Opportunity Funds
- Opportunity Zones
- Options
- Portfolio Management
- Real Estate
- Risk Management
- Series 55
- Series 66
- Series 7
- Strategic Planning
- Team Building & Leadership
- Trading
- Trading Strategies
- Uniform Combined State Law
- Wealth Management
- Market Analysis and Trading
- Team Building and Leadership
- Services
- Life and Health Insurance Licenses
John Coppola Summary
- John Coppola, based in Mount Pleasant, SC, US, is currently a Managing Partner at Client First Advisors LLC. John Coppola brings experience from previous roles at Sanctuary Opportunity Funds, Merrill Lynch, GARRETT EASTON ASSOCIATES AGENCY INC and SANO INVESTMENTS. John Coppola holds a 1989 - 1993 BA in Communications, Economics @ University of Michigan. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Budget Analysis, Budget Development and more. John Coppola has 1 emails and 1 mobile phone numbers on RocketReach.
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