Cooper Bricks, Cfa

Cooper Bricks, Cfa Email and Phone Number

M and A Associate @ Hue Partners
Nipomo, CA, US
Cooper Bricks, Cfa's Location
Greater San Luis Obispo Area, United States
Cooper Bricks, Cfa's Contact Details

Cooper Bricks, Cfa work email

Cooper Bricks, Cfa personal email

n/a
About Cooper Bricks, Cfa

Cooper Bricks, Cfa is a M and A Associate at Hue Partners. He possess expertise in customer service, teamwork, financial modeling, leadership, financial analysis and 15 more skills.

Cooper Bricks, Cfa's Current Company Details
Hue Partners

Hue Partners

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M and A Associate
Nipomo, CA, US
Cooper Bricks, Cfa Work Experience Details
  • Hue Partners
    M And A Associate
    Hue Partners
    Nipomo, Ca, Us
    View
  • Rise Growth Partners
    Vp Of Corporate Development
    Rise Growth Partners Sep 2023 - Present
    San Luis Obispo County, California, United States
    View
  • Viawealth
    Business Development Analyst
    Viawealth May 2021 - Sep 2023
    Greater San Luis Obispo Area
    - Support ViaWealth's M&A goals with multi-faceted financial analysis, including the development of detailed valuation models. - Provide deal execution support through out the transaction process, both internally and externally. - Effectively communicate ViaWealth's mission and values to prospective sellers and the broader marketplace. - Perform ad-hoc analysis on continued business development efforts and projects.
    View
  • Goldman Sachs Personal Financial Management
    Mergers & Acquisitions Manager
    Goldman Sachs Personal Financial Management Apr 2019 - May 2021
    Newport Beach, California
    - Conduct financial analysis for wealth management firms.- Perform Ad-hoc strategic analysis on projects for GSPFM management team- Provide execution support for acquisition transactions and business due diligence.- Manage and track deal documents and interface with the management team andprospective sellers.
  • Sc Distributors
    Vice President, Ria Specialist
    Sc Distributors Nov 2017 - Mar 2019
    Costa Mesa, California
    - Maintain and develop RIA channel business and relationships in the alternative investment space. (REITs, BDCs, Renewable Energy, Wireless Infrastructure)- Utilize in-depth product knowledge in the education of advisors and their clients.- Consult with advisors on product updates, business development ideas, and financial market movements. - Identify target firms and execute on strategic plan to engage them in due diligence and sales process.
  • Sc Distributors
    Internal Wholesaler
    Sc Distributors Aug 2016 - Nov 2017
    Costa Mesa, California
    - Partner with Regional VP to oversee regional business development and capital raise in the Independent Broker Dealer channel.- Develop and maintain relationships with existing financial advisers in order to sell a diversified selection of alternative investments.- Identify and acquire new business within the territory.
  • Roth Capital Partners
    Equity Research Intern
    Roth Capital Partners Dec 2015 - Aug 2016
    Newport Beach, California
    - Sell side equity research at boutique investment bank.- Maintain market intelligence system and provide ongoing monitoring of the Cleantech and Industrials industries.- Examine market data to identify and analyze current and industry trends and provide ongoing findings.- Assist with preparation of research reports and notes on companies for distribution to institutional clients and ROTH sales.- Conduct primary research, surveys, and interviews for development of company valuations.- Maintain and update valuation models for covered companies.
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Cooper Bricks, Cfa Skills

Customer Service Teamwork Financial Modeling Leadership Financial Analysis Sales Data Analysis Management Relationship Management Equity Research Analysis Economics Portfolio Management Investments Account Management Valuation Alternative Investments Powerpoint Microsoft Office Microsoft Excel Bloomberg Terminal

Cooper Bricks, Cfa Education Details

Frequently Asked Questions about Cooper Bricks, Cfa

What company does Cooper Bricks, Cfa work for?

Cooper Bricks, Cfa works for Hue Partners

What is Cooper Bricks, Cfa's role at the current company?

Cooper Bricks, Cfa's current role is M and A Associate.

What is Cooper Bricks, Cfa's email address?

Cooper Bricks, Cfa's email address is cb****@****ors.com

What is Cooper Bricks, Cfa's direct phone number?

Cooper Bricks, Cfa's direct phone number is +171480*****

What schools did Cooper Bricks, Cfa attend?

Cooper Bricks, Cfa attended Sonoma State University, Rmit University.

What are some of Cooper Bricks, Cfa's interests?

Cooper Bricks, Cfa has interest in Jeopardy, Reading, Chess, Golf, Travel.

What skills is Cooper Bricks, Cfa known for?

Cooper Bricks, Cfa has skills like Customer Service, Teamwork, Financial Modeling, Leadership, Financial Analysis, Sales, Data Analysis, Management, Relationship Management, Equity Research Analysis, Economics, Portfolio Management.

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