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Michael Cooperman Email & Phone Number
Executive Director - Engagement and Adoption | Investment Solutions
at
Morgan Stanley
1 work email found
@morganstanley.com
2 phones found area 732 and 888
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Executive Director - Engagement and Adoption | Investment Solutions
Location
New York City Metropolitan Area, United States
Company size
Who is Michael Cooperman? Overview
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Quick answer
Michael Cooperman is listed as Executive Director - Engagement and Adoption | Investment Solutions at Morgan Stanley, a with 94640 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at morganstanley.com, phone signal with area code 732, 888, and a matched LinkedIn profile for Michael Cooperman.
Michael Cooperman previously worked as Executive Director - Engagement & Adoption | Investment Solutions at Morgan Stanley and Vice President - Engagement & Adoption | Investment Solutions at Morgan Stanley. Michael Cooperman holds Mba, Financial Management from Pace University - Lubin School Of Business.
Company email context
Email format at Morgan Stanley
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{first}.{last}@morganstanley.com
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AeroLeads found 1 current-domain work email signal for Michael Cooperman. Compare company email patterns before reaching out.
Profile bio
About Michael Cooperman
Dynamic problem-solver skilled in connecting people, process, and technology to create efficiencies and foster business growth.
Listed skills include Financial Analysis, Strategy, Investments, Crm, and 20 others.
Current workplace
Michael Cooperman's current company
Company context helps verify the profile and gives searchers a useful next step.
Morgan Stanley
12 roles · 30 years
Michael Cooperman work experience
A career timeline built from the work history available for this profile.
Executive Director - Engagement & Adoption | Investment Solutions
CurrentBuild 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.
Jan 2023 - Present
Vice President - Engagement & Adoption | Investment Solutions
Drove 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.
Jun 2018 - Jan 2023
Vp - Platform Development Manager / Associate Readiness Design And Execution
Drove 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.
Aug 2015 - Jun 2018
Avp - Sales And Performance Advisor - Internal Product Specialist
Devised 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.
Nov 2013 - Aug 2015
Financial Solutions Advisor
Acquired and maintained client relationships by providing financial advice via a telephone-based financial services platform.
Sep 2010 - Nov 2013
Financial Consultant
Developed, 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.
Aug 2009 - Aug 2010
Financial Advisor
Developed, 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.
Jan 2009 - Jul 2009
Financial Advisor And Guided Portfolio Manager
Developed, 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.
Dec 2006 - Jan 2009
Vp / Branch Manager
Led and drove sales and service processes for a new retail banking center while growing profits. Developed and cultivated long-term business and consumer relationships.
2006 - 2006
Owner
Grandma'S Bagels Inc., A New Generation
Rapidly turned around business performance through a series of financial, operational, and marketing initiatives for a retail bakery.
2003 - 2005
~2 yrs
Analyst
Increased operational efficiencies through analysis and implementation of successful process-improvement programs.
1997 - 2003
~6 yrs
Team & coworkers
Colleagues at Morgan Stanley
Other employees you can reach at morganstanley.com. View company contacts for 94640 employees →
DS
Darla Slagowski
Colleague at Morgan StanleySalt Lake City, Utah, United States
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AJ
Antoine Jaccon
Colleague at Morgan StanleyBrooklyn, New York, United States
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VM
Vincent Mangiere-Geller
Colleague at Morgan StanleyNew York City Metropolitan Area, United States
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CD
Csaba Debreceni
Colleague at Morgan StanleyBudapest, Hungary
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SB
Shibashish Banerjee
Colleague at Morgan StanleyHyderabad, Telangana, India
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AZ
Alexandre Zimmermann
Colleague at Morgan StanleyNew York, United States
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UK
Utkarsh Kansal
Colleague at Morgan StanleyAlpharetta, Georgia, United States
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TT
Tibor Takács
Colleague at Morgan StanleyHungary
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DV
Donna Vazquez
Colleague at Morgan StanleyNew York City Metropolitan Area, United States
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CB
Chris Boyce
Colleague at Morgan StanleyAuckland, New Zealand
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Darla Slagowski
Colleague at Morgan StanleySalt Lake City, Utah, United States
View →
AJ
Antoine Jaccon
Colleague at Morgan StanleyBrooklyn, New York, United States
View →
VM
Vincent Mangiere-Geller
Colleague at Morgan StanleyNew York City Metropolitan Area, United States
View →
CD
Csaba Debreceni
Colleague at Morgan StanleyBudapest, Hungary
View →
SB
Shibashish Banerjee
Colleague at Morgan StanleyHyderabad, Telangana, India
View →
AZ
Alexandre Zimmermann
Colleague at Morgan StanleyNew York, United States
View →
UK
Utkarsh Kansal
Colleague at Morgan StanleyAlpharetta, Georgia, United States
View →
TT
Tibor Takács
Colleague at Morgan StanleyHungary
View →
DV
Donna Vazquez
Colleague at Morgan StanleyNew York City Metropolitan Area, United States
View →
CB
Chris Boyce
Colleague at Morgan StanleyAuckland, New Zealand
View →
2 education records
Michael Cooperman education
Mba, Financial Management
Pace University - Lubin School Of Business
Bba, Finance
Temple University
FAQ
Frequently asked questions about Michael Cooperman
Quick answers generated from the profile data available on this page.
What company does Michael Cooperman work for?
Michael Cooperman works for Morgan Stanley.
What is Michael Cooperman's role at Morgan Stanley?
Michael Cooperman is listed as Executive Director - Engagement and Adoption | Investment Solutions at Morgan Stanley.
What is Michael Cooperman's email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Michael Cooperman at Morgan Stanley.
What is Michael Cooperman's phone number?
AeroLeads has found 2 phone signal(s) with area code 732, 888 for Michael Cooperman at Morgan Stanley.
Where is Michael Cooperman based?
Michael Cooperman is based in New York City Metropolitan Area, United States while working with Morgan Stanley.
What companies has Michael Cooperman worked for?
Michael Cooperman has worked for Morgan Stanley, Merrill Edge, Axa Advisors, Ameriprise Financial Services, Inc., and Smith Barney.
Who are Michael Cooperman's colleagues at Morgan Stanley?
Michael Cooperman's colleagues at Morgan Stanley include Darla Slagowski, Antoine Jaccon, Vincent Mangiere-Geller, Csaba Debreceni, and Shibashish Banerjee.
How can I contact Michael Cooperman?
You can use AeroLeads to view verified contact signals for Michael Cooperman at Morgan Stanley, including work email, phone, and LinkedIn data when available.
What schools did Michael Cooperman attend?
Michael Cooperman holds Mba, Financial Management from Pace University - Lubin School Of Business.
What skills is Michael Cooperman known for?
Michael Cooperman is listed with skills including Financial Analysis, Strategy, Investments, Crm, Financial Services, Sales, Financial Planning, and Portfolio Management.
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