John Coppola Email & Phone Number
Managing Partner @ Client First Advisors LLC
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
John Coppola Location
- Mount Pleasant, SC, US
John Coppola Work
- Managing Partner @ Client First Advisors LLC (January 2014 - Present)
- President @ (February 2018 - Present)
- CO-FOUNDER and CFO @ GARRETT EASTON ASSOCIATES AGENCY INC (January 1993 - January 2012)
- Senior Portfolio Manager @ SANO INVESTMENTS (January 2002 - January 2011)
- Wealth Management Advisor @ (January 2012 - January 2014)
John Coppola Education
- University of Michigan
BA (Communications, Economics)
1989-1993
John Coppola Skills
- Portfolio Management
- CEO
- CFO
- Series 7
- Series 66
- Series 55
- Life & Health Insurance Licenses
- Market analysis & Trading
- Strategic Planning
- Entrepreneur
- Institutional Liaison
- Risk Management
- Insurance Specialist
- Team Building & Leadership
- Operations Management
- Budget Development
- Budget Analysis
- Electronic Trading
- Derivatives
- Equities
- Investments
- Uniform Combined State Law
- FINRA
- Trading Strategies
- Trading
- Asset Allocation
- Commodity
- Hedge Funds
- Investment Strategies
- Entrepreneurship
- Management
- Finance
- Financial Services
- Financial Risk
- Asset Management
- Wealth Management
- Fixed Income
- Investment Management
- Options
- Alternative Investments
- Market Analysis and Trading
- Team Building and Leadership
- Services
- Life and Health Insurance Licenses
- Opportunity Funds
- Opportunity Zones
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, GARRETT EASTON ASSOCIATES AGENCY INC, SANO INVESTMENTS and Merrill Lynch. John Coppola holds a 1989 - 1993 BA in Communications, Economics @ University of Michigan. With a robust skill set that includes Portfolio Management, CEO, CFO, Series 7, Series 66 and more. John Coppola has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different John Coppola?
Find contact details for 700 million professionals.
Others Named John Coppola
John Coppola
Director of Retail Operations and Business Development
Carteret, NJ, US
John Coppola
Executive Vice President and Chief Financial Officer
Annapolis, MD, US
John Coppola
On to something new and different
Shelton, CT, US
John Coppola
President - Board of Directors
Albany, NY, US
John Coppola
Senior Software Engineer
New York, United States
John Coppola
Chairman
Los Angeles, CA, US
John Coppola
President
Tampa, FL, US
John Coppola
Vice President Customer Operations
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co