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Over the past 30 years as a CPA, I have seen many examples of brokers who have not always worked in the best interests of their clients. Sometimes, I saw excessive fees being charged relative to the services performed and other times a mismatch between the product being sold and the needs of the client. Even more troubling were the hidden fees and arrangements made between wire-house brokers and the products they were distributing. My disappointment in this situation let to the birth of Radcliffe Financial and the holistic approach we take when providing our services.I'm Randall Cooper, the owner, and founder of Radcliffe Financial and Radcliffe Corporate Services, Inc. With backgrounds in large corporate banking and Big 4 auditing, this allows Radcliffe Financial to transfer sophisticated financial systems and solutions to privately held companies of all sizes and their owners. We're a boutique, independent financial services firm providing financial solutions to businesses, senior executives and wealthy families across Maryland. Our areas of experience include; portfolio/asset management, investment consultation and retirement income solutions, and tax planning services. Your financial needs, wants and desires are our first priority, and we'd love to hear how we can help preserve the legacy you've worked so hard to build.
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PresidentKent Center, Inc.Chestertown, Md, Us -
Financial AdvisorRadcliffe Financial Jun 2001 - PresentSecurities offered through Cetera Financial Specialists LLC (doing business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.
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CeoRadcliffe Corporate Services, Inc. Oct 1987 - PresentWe provide auditing, accounting and financial solutions to privately held businesses and individuals using creative, technology based services. Our services include QuickBooks consulting, general ledger assistance, compilation reports, review reports and audits for all types of businesses. We also provide payroll solutions to companies with employees in multiple states. Tax return preparation and planning are also keys in providing positive outcomes for our clients.
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PresidentKent Center, Inc. Jul 2016 - Present -
Regional Vice PresidentBank Of America Nov 1984 - Sep 1987Charlotte, Nc, UsManager of the Southwest Region (based in Houston) for the sale of cash management products. -
Cash Management OfficerMellon Bank 1982 - Nov 1984Cash Management sales directly to the large corporate marketplace in the New York/New Jersey region.
Randall Cooper Skills
Randall Cooper Education Details
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Northwestern University - Kellogg School Of ManagementFinance/Accounting -
Grove City CollegeBus. Adm.
Frequently Asked Questions about Randall Cooper
What company does Randall Cooper work for?
Randall Cooper works for Kent Center, Inc.
What is Randall Cooper's role at the current company?
Randall Cooper's current role is President.
What is Randall Cooper's email address?
Randall Cooper's email address is rc****@****orp.com
What is Randall Cooper's direct phone number?
Randall Cooper's direct phone number is +141077*****
What schools did Randall Cooper attend?
Randall Cooper attended Northwestern University - Kellogg School Of Management, Grove City College.
What are some of Randall Cooper's interests?
Randall Cooper has interest in Golf, Travel, Music And Growing My Business.
What skills is Randall Cooper known for?
Randall Cooper has skills like Auditing, Financial Projections, Accounting, Planning, Tax, Budgeting, Project Planning, Cash Management, General Ledger, Tax Preparation, Financial Services, Payroll.
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