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Neil Cooper Location
New Windsor, MD, US
Neil Cooper Work
Senior Product Owner @ (April 2026 - Present)
Senior Product Owner @ (January 2026 - March 2026)
Senior Product Owner @ (December 2024 - December 2025)
Product Owner, Investing Experiences @ (June 2021 - May 2024)
Lead Manager, Digital Advice Tools @ (March 2017 - May 2021)
Sr. Financial Analyst @ (November 2015 - March 2017)
Sr. Business Development Analyst and Sr. Reporting Analyst @ (November 2013 - October 2015)
Sr. Financial Planning Analyst @ (July 2010 - October 2013)
Tax Specialist, Retail Services @ (June 2006 - June 2010)
Senior Representative, Retail Services @ (August 2005 - June 2006)
Associate, Retail Services @ (November 2002 - August 2005)
Account Officer and Relationship Manager @ (January 2002 - July 2002)
Personal Financial Planner @ (April 2000 - October 2001)
Neil Cooper Education
Scrum Alliance
University of Delaware
Bachelor of Arts (B.A.)
Neil Cooper Skills
Series 63
Retirement Income Planning
Fixed Income
Retail
Retirement Planning
Financial Planning
Tax
Financial Modeling
Data Analysis
Investments
Business Development
Social Security Planning
Finance
401k Retirement Savings Plans
Series 66
Investment Advisory
Asset Allocation
Strategic Planning
Financial Services
Equities
Mutual Funds
Risk Management
Asset Management
Financial Planning and Analysis
Monte Carlo Simulation
Financial Analysis
Personal Financial Planning
Business Process Improvement
Investment Advisor Representative
Series 7
Securities
Financial Advisory
Project Management
Investment Management
Wealth Management
Program Management
Agile and Waterfall Methodologies
Corporate Finance
401 Retirement Savings Plans
Microsoft Excel
Leadership
Retirement Savings
Lean Methodology
Compliance
Strategic Data Analysis
Series 65
Hold Series 7
Customer Experience
Agile Methodologies
Business Strategy
Neil Cooper Summary
Neil Cooper, based in New Windsor, MD, US, is currently a Senior Product Owner at Thrivent Advisor Network. Neil Cooper brings experience from previous roles at TEKsystems, York Solutions, LLC and T. Rowe Price. Neil Cooper holds a Scrum Alliance. With a robust skill set that includes Series 63, Retirement Income Planning, Fixed Income, Retail, Retirement Planning and more. Neil Cooper has 1 mobile phone numbers on RocketReach.
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