Michael Cooperman Email & Phone Number
Executive Director - Engagement and Adoption | Investment Solutions @ Morgan Stanley
Michael Cooperman Location
New York, NY, US
Michael Cooperman Work
- 2023 - now Executive Director - Engagement and Adoption | Investment Solutions @ Morgan Stanley
- 2018 - 2023 Vice President - Engagement and Adoption | Investment Solutions @ Morgan Stanley
- 2015 - 2018 VP - Platform Development Manager and Associate Readiness Design and Execution @ Merrill Edge
- 2013 - 2015 AVP - Sales and Performance Advisor - Internal Product Specialist @ Merrill Edge
- 2010 - 2013 Financial Solutions Advisor @ Merrill Edge
- 2009 - 2010 Financial Consultant @ AXA Advisors, LLC
- 2009 - 2009 Financial Advisor @ Financial Services Company
- 2006 - 2009 Financial Advisor and Guided Portfolio Manager @ Morgan Stanley
- 2006 - 2006 VP and Branch Manager @ JPMorgan Chase & Co.
- 2003 - 2005 Owner @ Grandma's Bagels Inc., A New Generation
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
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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