Gina Koprowski Email & Phone Number

All operations and client service within the firm.

Charlestown, Ma

Provided pro bono financial planning and advice to deployed military families utilizing volunteers from the FPA and various resources available to the military community.

East Coast Asset Management is a wealth management firm that was founded on the principle that our clients' needs come first. To do that we favor listening over telling, communication over assumption, and most importantly mutual trust. With these, a productive and enjoyable relationship ensues for the long term. We do our business that way.

Outdoor Explorations is a non profit organization that uses the power of the outdoors to show those with any kind of disability how powerful and enabled they can be. It serves those with physical and cognitive disabilities, all ages, their families and serves the entire community in doing so.

Management and Sales role accountable for over 450 high net worth (over $1M) client relationships, totaling over $1.1B in assets under management. Drives product sales and asset aggregation by conducting detailed financial and estate planning for Fidelity's most complex and demanding client base. Shares supervisory and development responsibility for nine support staff who directly interface with clients on a daily basis. Additional responsibility includes participation in cross company projects and assistance with training newly hired account executives. • Ranked first among all peers (40) in New England market for 2006 for Insurance sales.• Awarded national "Achiever Ranking" in 2006 and 2007 for overall performance; Ranked third among all peers in New England market for 2007.

Initiated and managed various components of financial planning for all clients in a fee-only firm. Included plan creation, presentation of recommendations, implementation, and ongoing monitoring of plan performance and client relationship. In-house resource for all financial planning topics. As Managing Director, oversaw firm’s human resource and benefit functions, as well as marketing and sales efforts. Redesigned entire financial planning process, resulting in more accurate and timely creation and implementation of financial plans for new and existing clients.

Supervised operations & analysis group ranging between seven and 21 employees in three locations, including New Hampshire and the UK. Group performed various data management functions for Global Trading System used by various Fidelity businesses, including foreign and domestic Equity and Fixed Income Trading, Research, Portfolio Management, Credit Analysis, and Compliance.• Directed Data Management Policy Committee chartered to develop standard policy for 22 operations and analysis functions, resulting in facilitated relationships with internal and external business partners.• Built and oversaw contingency planning for four business units totaling 48 people in three separate locations.• Redesigned and implemented new organization structure of 28 people, which streamlined and automated processes resulting in increased productivity, positive culture changes, and greater employee empowerment.

Fidelity Brokerage Services, Tadworth, UK, 1997Auditor role to obtain compliance of three operations units with UK Financial Regulatory Agency standards. • Succeeded in fulfilling regulation requirements for assigned business units to gain accreditation with the UK Securities and Futures Authority, allowing Fidelity to pursue expanded product development in the European and Asian financial services market. • Researched UK, European, and Asian financial markets to create training documents in conjunction with Fidelity Systems Company-Ireland to improve systems professionals’ financial business knowledge.National Financial Correspondent Services, Boston, MA, 1996• Product development role for retirement products included forecasting, profitability analysis, and implementation.• Initiated firm-wide project to roll out the Savings Incentive Match Plan for Employees (SIMPLE).

Consultant role requested by Rockefeller Financial Services based on work performed while firm was a client of the Chase Manhattan Private Bank.• Constructed and managed tax reclaim operation for investments in 11 foreign countries which resulted in the return of over $400,000 in owed taxes.

Management of 700 account relationships with 20 financial advisor firms based in the U.S., Europe, and Brazil totaling over $575M in market value and $500,000 in fee revenue, leading four member team. •Grew account base with two additional firms in Luxembourg and London, totaling $135M in assets.•Appointed as team leader for Private Bank’s only international currency account base and global clients. •Led division-wide project succeeding in decreasing back-to-front operations’ error rate by 22%.Private Bank - Global Custody Operations, 1989-1993 Operational support for seven Private Bank Account Management units, supervising staff of seven specializing in various transactions, their tax implications, and settlement of international security trades and currencies.• Designed training modules for internal systems’ multi-currency usage, and led instruction sessions for over 150 Private Bank employees.• Built and ran international tax reclaim operation for 13 foreign countries.

Mba, Logistics And Finance

Activities and Societies: • Equity Analyst as one of ten students selected to manage $250,000 of the University's endowment. •.

Ba, Economics

Activities and Societies: Varsity Rowing Alpine Ski Team