Michael Kopec Email & Phone Number
Head of Elite Advisor Group @ New York Life
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Michael Kopec Location
- New York, NY, US
Michael Kopec Work
- Head of Elite Advisor Group @ (May 2024 - Present)
- Corporate Vice President @ (August 2018 - May 2024)
- Vice President - District Manager @ (January 2017 - January 2018)
- Director of Investment Consulting @ Portfolio Evaluations, Inc. (January 2016 - January 2017)
- Director Individual Advisory Services @ (January 2013 - January 2016)
- Vice President Wealth Management Banking @ (January 2006 - January 2013)
- Financial Consultant @ (January 2003 - January 2006)
Michael Kopec Education
- Elon University - Martha and Spencer Love School of Business
Business Administration (Finance & Economics)
Michael Kopec Skills
- Account Management
- Analytical Skills
- Asset Allocation Strategies
- Business Development
- Business Planning
- Business Relationship Management
- Client Services
- Collaborative Problem Solving
- Consultative Selling
- Customer Service
- Financial Services
- Influence Others
- Inside Sales
- Investments
- Key Client Relationships
- Leadership
- Management
- Mutual Funds
- Organization Skills
- Performance Management
- Project Management
- Sales
- Sales Management
- Series 24
- Series 7
- Strategic Partnerships
- Strategic Planning
- Strategy
- Supervisory Skills
- Team Effectiveness
- Wealth Management Services
Michael Kopec Summary
- Michael Kopec, based in New York, NY, US, is currently a Head of Elite Advisor Group at New York Life. Michael Kopec brings experience from previous roles at New York Life, AXA Advisors, LLC, Portfolio Evaluations, Inc. and TIAA. Michael Kopec holds a Business Administration in Finance & Economics @ Elon University - Martha and Spencer Love School of Business. With a robust skill set that includes Account Management, Analytical Skills, Asset Allocation Strategies, Business Development, Business Planning and more. Michael Kopec has 4 emails and 1 mobile phone numbers on RocketReach.
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