Wendy Kopp Email & Phone Number
Senior Vice President Private Wealth @ FineMark National Bank & Trust
Wendy Kopp's Location
Charleston, SC, US
Wendy Kopp's Work
- Senior Vice President Private Wealth @ FineMark National Bank & Trust
- Senior Vice President and Investment Counselor @ Capital Group Private Client Services
- Member @ Atlanta Business Roundtable
- Managing Director, Atlanta Market Executive, Private Client Advisor @ Bank of America
- Managing Director and Private Client Advisor @ U.S. Trust
- Managing Director and Market Executive @ U.S. Trust
- Vice President Business Development @ Capital Bank of SC
- Vice President, Trust Busines Development @ First Citizens Bank
- Vice President and Manager National Wealth Management Marketing @ Wilmington Trust
- Vice President, Marketing Manager Wealth Management @ PNC
Wendy Kopp's Education
- Canisius College
Bachelor of Science (Marketing, Management)
1986 - 1990 - Cannon Financial Institute
Wendy Kopp's Skills
- Finance
- Social Media
- Sales
- Microsoft Excel
- Wealth Management
- Investments
- Portfolio Management
- Management
- Business Development
- Series 7
Wendy Kopp's Summary
Wendy Kopp, based in Charleston, SC, US, is currently a Senior Vice President Private Wealth at FineMark National Bank & Trust, bringing experience from previous roles at Capital Group Private Client Services, Atlanta Business Roundtable, Bank of America and U.S. Trust. Wendy Kopp holds a 1986 - 1990 Bachelor of Science in Marketing, Management @ Canisius College. With a robust skill set that includes Finance, Social Media, Sales, Microsoft Excel, Wealth Management and more, Wendy Kopp contributes valuable insights to the industry. Wendy Kopp has 2 emails on RocketReach.
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