Cooper Bricks, Cfa
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Cooper Bricks, Cfa Email & Phone Number

M and A Associate at Hue Partners
Location: Greater San Luis Obispo Area, United States, United States 7 work roles 2 schools
1 work email found @scdistributors.com 4 phones found area 714, 140, and 559 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email c****@scdistributors.com
Direct phone (714) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
M and A Associate
Location
Greater San Luis Obispo Area, United States, United States

Who is Cooper Bricks, Cfa? Overview

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Quick answer

Cooper Bricks, Cfa is listed as M and A Associate at Hue Partners, based in Greater San Luis Obispo Area, United States, United States. AeroLeads shows a work email signal at scdistributors.com, phone signal with area code 714, 140, 559, and a matched LinkedIn profile for Cooper Bricks, Cfa.

Cooper Bricks, Cfa previously worked as VP of Corporate Development at Rise Growth Partners and Business Development Analyst at Viawealth. Cooper Bricks, Cfa holds Bachelor Of Arts (B.A.), Economics from Sonoma State University.

Company email context

Email format at Hue Partners

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*@scdistributors.com
68% confidence

AeroLeads found 1 current-domain work email signal for Cooper Bricks, Cfa. Compare company email patterns before reaching out.

Profile bio

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.

Listed skills include Customer Service, Teamwork, Financial Modeling, Leadership, and 16 others.

Current workplace

Cooper Bricks, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Hue Partners
Hue Partners
M and A Associate
Nipomo, CA, US
AeroLeads page
7 roles

Cooper Bricks, Cfa work experience

A career timeline built from the work history available for this profile.

Vp Of Corporate Development

Current

San Luis Obispo County, California, United States

Sep 2023 - Present

Business Development Analyst

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.

May 2021 - Sep 2023

Mergers & Acquisitions Manager

Goldman Sachs Personal Financial Management

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.

Apr 2019 - May 2021

Vice President, Ria Specialist

Sc Distributors

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.

Nov 2017 - Mar 2019

Internal Wholesaler

Sc Distributors

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.

Aug 2016 - Nov 2017

Equity Research Intern

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.

Dec 2015 - Aug 2016
2 education records

Cooper Bricks, Cfa education

FAQ

Frequently asked questions about Cooper Bricks, Cfa

Quick answers generated from the profile data available on this page.

What company does Cooper Bricks, Cfa work for?

Cooper Bricks, Cfa works for Hue Partners.

What is Cooper Bricks, Cfa's role at Hue Partners?

Cooper Bricks, Cfa is listed as M and A Associate at Hue Partners.

What is Cooper Bricks, Cfa's email address?

AeroLeads has found 1 work email signal at @scdistributors.com for Cooper Bricks, Cfa at Hue Partners.

What is Cooper Bricks, Cfa's phone number?

AeroLeads has found 4 phone signal(s) with area code 714, 140, 559 for Cooper Bricks, Cfa at Hue Partners.

Where is Cooper Bricks, Cfa based?

Cooper Bricks, Cfa is based in Greater San Luis Obispo Area, United States, United States while working with Hue Partners.

What companies has Cooper Bricks, Cfa worked for?

Cooper Bricks, Cfa has worked for Hue Partners, Rise Growth Partners, Viawealth, Goldman Sachs Personal Financial Management, and Sc Distributors.

How can I contact Cooper Bricks, Cfa?

You can use AeroLeads to view verified contact signals for Cooper Bricks, Cfa at Hue Partners, including work email, phone, and LinkedIn data when available.

What schools did Cooper Bricks, Cfa attend?

Cooper Bricks, Cfa holds Bachelor Of Arts (B.A.), Economics from Sonoma State University.

What skills is Cooper Bricks, Cfa known for?

Cooper Bricks, Cfa is listed with skills including Customer Service, Teamwork, Financial Modeling, Leadership, Financial Analysis, Sales, Data Analysis, and Management.

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