Cooper Michaelis, Cfa Email & Phone Number

Philadelphia, Pennsylvania, United States

Stamford, Connecticut, United States

Malvern, Pennsylvania, United States

• Oversee Cash Management funding and lending operations, risks and controls, and credit facility renewal• Evaluate daily treasury reports to ensure accuracy of all transactions processed, partnering with settlement banks to resolve escalated balance and funds movement issues as needed• Review and compile support for all financial and regulatory audits• Partner with our IT development team to create an internal machine-based learning system for all daily fund liquidity needs and money movement discrepancies

Malvern, Pennsylvania, United States

• Collect, process, and analyze large transaction data to make recommendations for our Portfolio Managers in charge of final fund level decisions• Manage client events to assist with a seamless transition between funds both internally and externally• Oversee the Cash Management Trust to ensure liquidity needs are met for our net daily money movement• Create metric evaluations to make judgements on where Fund Treasury can gain operational efficiency

Malvern, Pennsylvania, United States

• Worked directly with Relationship Managers to help develop a portfolio strategy for our $5M+ clients• Assisted clients with various financial topics, utilizing the Miller Heiman sales method to uncover needs such as fund and account assistance, market information, estate planning, tax matters, and more

Malvern, Pennsylvania, United States

-Specialized in client needs such as investment guidance conversations, placing brokerage transactions, performance analysis, and portfolio review-Competitively selected, based on test scores, to proctor for the SIE, Series 7, and Series 63, leading individual and group new-hire class sessions

Malvern, Pennsylvania, United States

-Assisted clients daily with financial and general requests regarding various retail account types-Completed LEAN training, successfully implemented standard work products, and worked with problem solving teams to better the client experience and increase organizational efficiency-Interned with the Education Savings Group, assisting clients with various state 529 plans and trust portfolio investments

Bala-Cynwyd, Pennsylvania, United States

• Worked closely with financial advisory managers, helping them with their day to day needs such as data entry, research, preparing client meeting folders, and developing a strategy for their new or existing clients• Received weekly training and skill development sessions, learning details of life insurance, health insurance, annuities, mutual funds, and other investment products• Passed the PSI Life, Accident and Health Agent Examination