Wendy Kopp Email & Phone Number
Senior Vice President - Wealth Management Advisor @ Fifth Third Private Bank
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Wendy Kopp Location
- Charleston, SC, US
Wendy Kopp Work
- 2024 -now Senior Vice President - Wealth Management Advisor @
- 2018 -2024 Senior Vice President Private Wealth @
- 2016 -2018 Senior Vice President and Investment Counselor @
- 2017 -2018 Member @ Atlanta Business Roundtable
- 2006 -2016 Managing Director, Atlanta Market Executive, Private Client Advisor @
- 2006 -2016 Managing Director and Private Client Advisor @
- 2012 -2014 Managing Director and Market Executive @
- 2005 -2006 Vice President Business Development @ Capital Bank of SC
- 2002 -2005 Vice President, Trust Busines Development @
- 1997 -2002 Vice President and Manager National Wealth Management Marketing @
- 1990 -1997 Vice President, Marketing Manager Wealth Management @
- 1988 -1990 Adjuster @ Marine Midland Bank (now HBSC)
Wendy Kopp Education
- Canisius College
Bachelor of Science (Marketing, Management)
1986-1990 - Cannon Financial Institute
Wendy Kopp Skills
- Team Leadership
- Trust Management
- Estate Planning
- Private Banking
- Strategic Thinking
- Executive Search
- Retirement Planning
- Customer Relationship Management (CRM)
- Investment Strategies
- Board of Directors
- Business Process Improvement
- Wealth Management
- Investments
- Portfolio Management
- Series 7
- Management
- Business Development
- Banking
- Financial Services
- Commercial Lending
- Risk Management
- Asset Allocation
- Finance
- Alternative Investments
- Charitable Gift Planning
- Philanthropy
- Strategic Corporate Philanthropy
- Strategic Planning
- Organizational Leadership
- Leveraging Strategic Partnerships
- Business Strategy
- Budget Management
- Marketing Strategy
- Cross-functional Team Leadership
- Sales & Marketing Leadership
- Strategic Leadership
- Sales Management
- Direct Mail Campaigns
- Asset Management
- Speakers Bureau
- Direct Sales
- Financial Analysis
- Leadership
- Marketing
- Mutual Funds
- Customer Service
- Family Office
- Angel Investing
- Venture Capital
- Trust Services
- Financial Planning
- Mergers & Acquisitions (M&A)
- International Investment
- Private Equity
- Business Succession Planning
- Family Business Owners
- Investing in Women
- Women Owned Business
- Social Media
- Sales
- Microsoft Excel
- Cross Functional Team Leadership
- Sales and Marketing Leadership
- Credit
- Mergers and Acquisitions
- Loans
- Impact Investing
Wendy Kopp Summary
- Wendy Kopp, based in Charleston, SC, US, is currently a Senior Vice President - Wealth Management Advisor at Fifth Third Private Bank. Wendy Kopp brings experience from previous roles at FineMark National Bank & Trust, Capital Group Private Client Services, Atlanta Business Roundtable and Bank of America. Wendy Kopp holds a 1986 - 1990 Bachelor of Science in Marketing, Management @ Canisius College. With a robust skill set that includes Team Leadership, Trust Management, Estate Planning, Private Banking, Strategic Thinking and more. Wendy Kopp has 2 emails and 1 mobile phone numbers on RocketReach.
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