Michael Cooperman Email and Phone Number
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Dynamic problem-solver skilled in connecting people, process, and technology to create efficiencies and foster business growth.
Morgan Stanley
View- Website:
- morganstanley.com
- Employees:
- 94640
- Company phone:
- (212)761-4000
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Executive Director - Engagement And Adoption | Investment SolutionsMorgan StanleyNew York, Ny, Us
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Executive Director - Engagement & Adoption | Investment SolutionsMorgan Stanley Jan 2023 - PresentNew York, Ny, UsBuild and execute field engagement strategy to drive adoption of connected technology, to help create scale and efficiency for Financial Advisors and Support Professionals. Focus on practice-management and client experience framework tied to firmwide initiatives to help promote growth. Monitor success through feedback channels and identification of key performance indicators (KPIs). Interface with senior management to socialize approach and incorporate feedback and decisions.Key focus area on Book Management, Portfolio Construction, Investment Proposal, Aladdin Risk, Financial Planning, and Salesforce CRM.
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Vice President - Engagement & Adoption | Investment SolutionsMorgan Stanley Jun 2018 - Jan 2023New York, Ny, UsDrove engagement and adoption efforts of new and existing technology. Partnered with business and platform teams to understand and advise on effective rollout strategies, pilots, technology enhancements, and decommissioning while minimizing disruption to Financial Advisors and Support Professionals. Build detailed execution plans with delivery partners inclusive of communications, training campaign and associated collateral as necessary.
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Vp - Platform Development Manager / Associate Readiness Design And ExecutionMerrill Edge Aug 2015 - Jun 2018Drove process analysis, design, execution, and ongoing sustainment support for Merrill Edge Advice readiness and proficiency initiatives impacting over 5,000 associates in the Home Office and Financial Center locations. -
Avp - Sales And Performance Advisor - Internal Product SpecialistMerrill Edge Nov 2013 - Aug 2015Devised and delivered sales training and product support for 2,500 Financial Solutions Advisors within the Merrill Edge Advisory Center and Merrill Edge Self Direct platforms.
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Financial Solutions AdvisorMerrill Edge Sep 2010 - Nov 2013Acquired and maintained client relationships by providing financial advice via a telephone-based financial services platform.
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Financial ConsultantAxa Advisors Aug 2009 - Aug 2010New York, Ny, UsDeveloped, grew, and managaged new and existing client relationships through multiple business-developement tactics and by providing comprehensive financial planning and investment services for business owners and individual clients. -
Financial AdvisorAmeriprise Financial Services, Inc. Jan 2009 - Jul 2009Minneapolis, Mn, UsDeveloped, grew, and managaged new and existing client relationships through multiple business-developement tactics and by providing comprehensive financial planning and investment services for business owners and individual clients. -
Financial Advisor And Guided Portfolio ManagerSmith Barney Dec 2006 - Jan 2009New York, Ny, UsDeveloped, grew, and managaged new and existing client relationships through multiple business-developement tactics and by providing comprehensive financial planning and investment services for business owners and individual clients.
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Vp / Branch ManagerJp Morgan Chase 2006 - 2006New York, Ny, UsLed and drove sales and service processes for a new retail banking center while growing profits. Developed and cultivated long-term business and consumer relationships. -
OwnerGrandma'S Bagels Inc., A New Generation 2003 - 2005Rapidly turned around business performance through a series of financial, operational, and marketing initiatives for a retail bakery.
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AnalystDtcc 1997 - 2003Jersey City, Nj, UsIncreased operational efficiencies through analysis and implementation of successful process-improvement programs.
Michael Cooperman Skills
Michael Cooperman Education Details
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Pace University - Lubin School Of BusinessFinancial Management -
Temple UniversityFinance
Frequently Asked Questions about Michael Cooperman
What company does Michael Cooperman work for?
Michael Cooperman works for Morgan Stanley
What is Michael Cooperman's role at the current company?
Michael Cooperman's current role is Executive Director - Engagement and Adoption | Investment Solutions.
What is Michael Cooperman's email address?
Michael Cooperman's email address is michael.cooperman@ml.com
What is Michael Cooperman's direct phone number?
Michael Cooperman's direct phone number is +173284*****
What schools did Michael Cooperman attend?
Michael Cooperman attended Pace University - Lubin School Of Business, Temple University.
What are some of Michael Cooperman's interests?
Michael Cooperman has interest in Strategic Problem Solving, Public Speaking, Financial Analysis, Music Performance And Composition.
What skills is Michael Cooperman known for?
Michael Cooperman has skills like Financial Analysis, Strategy, Investments, Crm, Financial Services, Sales, Financial Planning, Portfolio Management, Business Development, Process Improvement, Small Business, Marketing.
Who are Michael Cooperman's colleagues?
Michael Cooperman's colleagues are Yihui Z., Ray Spina, Cep, Aniket Arora, Amy Wong, Maeghan Holmes, Ryan Glover, Grijesh Nair.
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