Steve Cooper Email & Phone Number
Vice President of Compliance and Operations @ HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.)
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Steve Cooper Location
- Richmond, VA, US
Steve Cooper Work
- Vice President of Compliance and Operations @ (July 2024 - Present)
- Chief Compliance Officer and Director of Operations (Millennium Advisory Services, Inc) @ (January 2020 - February 2025)
- Compliance Manager (Millennium Advisory Services, Inc) @ (October 2018 - January 2020)
- Investment Operations Manager @ Cherry Bekaert Wealth Management LLC (August 2018 - October 2018)
- Associate Vice President of Operations @ (March 2016 - August 2018)
- Portfolio Manager @ (March 2011 - March 2016)
- New Business Performance Analyst @ (January 2006 - December 2011)
- Platinum Partner Representative @ (January 2005 - December 2006)
- Customer Service Representative @ (January 2003 - December 2005)
Steve Cooper Education
- Christopher Newport University
Bachelor of Business Administration - BBA (Management)
Steve Cooper Skills
- Portfolio Management
- Retirement Planning
- Call Centers
- Regulatory Compliance
- Risk Management
- Data Analysis
- People Management
- Leadership
- Compliance Management
- New Business Development
- Relationship Management
Steve Cooper Summary
- Steve Cooper, based in Richmond, VA, US, is currently a Vice President of Compliance and Operations at HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.). Steve Cooper brings experience from previous roles at HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.), Cherry Bekaert Wealth Management LLC and Wealthcare Capital Management. Steve Cooper holds a Bachelor of Business Administration - BBA in Management @ Christopher Newport University. With a robust skill set that includes Portfolio Management, Retirement Planning, Call Centers, Regulatory Compliance, Risk Management and more. Steve Cooper has 1 emails and 1 mobile phone numbers on RocketReach.
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Top HUB International - Glen Allen (Formerly Millennium Advisory Services, Inc.) Employees
Steven Fenner
Senior Wealth Advisor
Glen Allen, VA, US
Eli Gary
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Glen Allen, VA, US
Erin Alkire
Wealth Advisor
Mechanicsville, VA, US
Wende Padek
Wealth Advisor
Indianapolis, IN, US
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Richmond, VA, US
Olivia Smith
Senior Financial Service Associate
Richmond, VA, US
Antonio Kitt
Director - Business Development
Richmond, VA, US
Patrick Dupont
Senior Financial Advisor at HUB Investment Partners
Saint Petersburg, FL, US
Tom Siebers
Senior Wealth Advisor | Advisor Services Manager
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Tim Silver
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David Jeremiah
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