Michael Cooperman Email & Phone Number

Executive Director - Engagement and Adoption | Wealth Management Platforms @ Morgan Stanley

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Michael Cooperman Location

New York, NY, US

Michael Cooperman Work

Executive Director - Engagement and Adoption | Wealth Management Platforms @ (January 2023 - Present)
Vice President - Engagement and Adoption | Investment Solutions @ (June 2018 - January 2023)
VP - Platform Development Manager and Associate Readiness Design and Execution @ (August 2015 - June 2018)
AVP - Sales and Performance Advisor - Internal Product Specialist @ (November 2013 - August 2015)
Financial Solutions Advisor @ (September 2010 - November 2013)
Financial Consultant @ (August 2009 - August 2010)
Financial Advisor @ Ameriprise Financial Services, Inc. (January 2009 - July 2009)
Financial Advisor and Guided Portfolio Manager @ (December 2006 - January 2009)
VP and Branch Manager @ (January 2006 - January 2006)
Owner @ Grandma's Bagels Inc., A New Generation (January 2003 - January 2005)
Analyst @ (January 1997 - January 2003)

Michael Cooperman Education

Pace University - Lubin School of Business
MBA (Financial Management)
1999-2003
Temple University
BBA (Finance)
1990-1994

Michael Cooperman Skills

Analysis
Budget Analysis and Planning
Business Development
Business Process Improvement
CRM
Client Communication
Critical Thinking
Cross-functional Team Leadership
Decision-Making
Finance
Financial Analysis
Financial Planning
Financial Services
High Organizational Skills
Interpersonal Skills
Investments
Leadership
Manage Client Relationships
Management
Marketing
Mentoring
New Hire Training
P&L Management
Portfolio Management
Problem Solving
Process Evaluation
Process Improvement
Sales
Small Business
Stakeholder Management
Strategic Analysis
Strategic Thinking
Strategy
Tactical Solutions
Team Building
Team Leadership
Wealth Management Services
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
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
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 | Wealth Management Platforms 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 Analysis, Budget Analysis and Planning, Business Development, Business Process Improvement, CRM and more. Michael Cooperman has 2 emails and 2 mobile phone numbers on RocketReach.