Mitchell Coopersmith Email & Phone Number

New York, NY

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 355 Lexington Avenue, 9 Fl., New York, NY 10017, 212-541-8800. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned.

Mitchell specializes in using life insurance to maximize wealth and provide security for his clients. The focus is on saving and accumulating assets, ensuring protection against losses and maximizing a client's enjoyment of their wealth. This is done through a unique proprietary system that organizes and examines the four dimensions of a client's financial.

• Client Service Officer Responsible for managing over a dozen global banking clients with assets of $50 billion, on $2.5 million in revenue, generating over 40% margins. Duties include:
• Using in-depth technical knowledge of all aspects of securities processing and supporting systems to support clients’ daily processing needs
• Developing and maintaining strong customer loyalty by serving as the primary relationship contact between the client and the Bank
• Focusing on clients’ business strategies to anticipate their needs to determine additional revenue opportunities such as collateral management and global FX swaps
• Analyzing quarterly profit and loss reports to generate 30% net profit increase
• Delivering training to clients on the Bank’s proprietary reporting, trade instruction and trade repair applications

• Manager of the Client Contact Center (CCC)
• Supervised eight, client facing employees
• Provided installation, training, and service support to clients in the use of the Bank's proprietary software applications to administer their accounts
• Developed intranet to enable client access to reference manuals, installation guides, frequently asked questions and troubleshooting scripts
• Managed several projects to create support materials for clients that were transitioning between the Bank's legacy and internet-based products
• Developed and maintained client contact reports and escalation procedures to enable communication between the CCC and Client Services to improve customer service and response times

• Provided installation, training, and service support to clients in the use of the Bank's proprietary software applications to administer their accounts

• Supervisor in the Revenue Solution Center, an organization responsible for implementing and transitioning taxation systems for state and city governments. Responsibilities included:
• Creation and presentation of training on standard processes for software development using the Capability Maturity Model (CMM) as the framework
• Supervision and evaluation of employees developing on an intranet
• Creation of client job aids including on-line help, quick reference guides and user procedures

• Designed and delivered training in newly legislated procedures and technology initiatives
• Personal computer technical contact for the Lenox Hill Branch Office
• Serviced customers filing for Social Security, Medicare, and Supplemental Security Income

Ma, Industrial / Organizational Psychology

Ba, Psychology

Activities and Societies: President, Brooklyn College HillelMagna Cum Laude

Education record