Michael Cooperman Email & Phone Number
Executive Director - Engagement and Adoption | Investment Solutions @ Morgan Stanley
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Michael Cooperman Location
- New York, NY, US
Michael Cooperman Work
- 2023 -now Executive Director - Engagement and Adoption | Investment Solutions @
- 2018 -2023 Vice President - Engagement and Adoption | Investment Solutions @
- 2015 -2018 VP - Platform Development Manager and Associate Readiness Design and Execution @
- 2013 -2015 AVP - Sales and Performance Advisor - Internal Product Specialist @
- 2010 -2013 Financial Solutions Advisor @
- 2009 -2010 Financial Consultant @
- 2009 -2009 Financial Advisor @
- 2006 -2009 Financial Advisor and Guided Portfolio Manager @
- 2006 -2006 VP and Branch Manager @
- 2003 -2005 Owner @ Grandma's Bagels Inc., A New Generation
- 1997 -2003 Analyst @
Michael Cooperman Education
- Pace University - Lubin School of Business
MBA (Financial Management)
1999-2003 - Temple University
BBA (Finance)
1990-1994
Michael Cooperman Skills
- Strategic Analysis
- Process Improvement
- Tactical Solutions
- P&L Management
- Financial Analysis
- Budget Analysis and Planning
- Manage Client Relationships
- Investments
- High Organizational Skills
- Small Business
- Cross-functional Team Leadership
- Analysis
- CRM
- Strategy
- Team Building
- Business Development
- Financial Services
- Marketing
- Leadership
- Portfolio Management
- Sales
- Financial Planning
- Strategies
- Public Speaking
- External Relationships
- Sop
- Merrill Lynch
- Chambers of Commerce
- Seminars
- Operations
- Business Process
- Staff Development
- Results Oriented
- System
- Cost Effective
- Cross Functional Team Leadership
- Silver
- Philadelphia
- Currency
- Sales Growth
- Net
- Staff Management
- Banking
- Inventory Management
- Market
- Netting
- Financial Transactions
- Needs Analysis
- Consumer
- Profit
- Data Tracking
- Acceptance Testing
- Reports
- Customer Acquisition
- Collateral
- Social Media
- Staff Retention
- Strategic Partners
- Operational Issues
- Household
- Negative
- Cerebral Palsy
- Subject Matter Expert
- Uniform Combined State Law
- Financial Goals
- Job Transition
- Applications
- Aging
- Health Insurance
- Streamline
- Cash Flow
- Individual Clients
- Merging
- Self Starter
- Retail Banking
- Campaigns
- Finance
- Merchandising
- Home
- Responsibility
- Project Management
- Cultivating
- Internal Controls
- Lunch
- Risk Management
- Underwriting
- Coaching
- Accounts Receivable
- Retirement Planning
- Canvassing
- Protection Planning
- Liquidity
- Life Insurance
- P&l
- Depository
- Retail
- Design
- Clearing
- Organizational Restructuring
- Human Resources
- New York
- Purchasing
- Budget Analysis
- Special Needs Trusts
- Bank Deposits
- Settlement
- Securities
- Functional Requirements
- Small Business Lending
- POE
- Corporate Actions
- Business Services
- Inventory Control
- Efficiencies
- Project
- Streamlining Operations
- Sales Finance
- Proprietary Systems
- Bakery
- Serving
- Networking
- Client Presentation
- Debt
- Estate Planning
- Mortgage Lending
- Business Operations
- Toastmasters
- Management
- International
- Seasonal
- Nonprofits
- Cross Training
- Operational Functions
- Schools
- System Monitoring
- Pipelines
- New Clients
- Cost Savings
- Losses
- Research
- Trust
- Tactics
- Monitors
- Series 7
- Cash
- Reduce Costs
- Action Research
- Managerial Finance
- Internal Audit
- Industrial Sector
- Calling
- History
- Altering
- Liability
- Operations Management
- Cultivate
- Equities
- Risk
- Databases
- Risk Reduction
- Organizational Structure
- Freehold
- Purchased
Michael Cooperman Summary
- Michael Cooperman, based in New York, NY, US, is currently a Executive Director - Engagement and Adoption | Investment Solutions at Morgan Stanley. Michael Cooperman brings experience from previous roles at Morgan Stanley and Merrill Edge. Michael Cooperman holds a 1999 - 2003 MBA in Financial Management @ Pace University - Lubin School of Business. With a robust skill set that includes Strategic Analysis, Process Improvement, Tactical Solutions, P&L Management, Financial Analysis and more. Michael Cooperman has 2 emails and 2 mobile phone numbers on RocketReach.
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