Scott Cooper, Mba Email & Phone Number

Boca Raton, Fl, Us

New York, Us

The Macro Specialist Designation (M2SD) from Francois Trahan is a study program designed to help financial professionals understand how macro trends impact equity markets and how to successfully implement macro techniques in their investment analysis. It is structured around three levels of study and can be completed in as little as 18 months. The goal of the M2SD is to better prepare investors for today’s rapidly changing markets by helping them gain the knowledge to invest under all sorts of possible macro backdrops.

West Palm Beach, Florida, Us

Negotiated and completed asset buyback transaction with debt holders, CEO, CFO and lawyers of former publicly traded parent company, resulting in creation of new firm. Created company restructuring plans. Responsible for day-to-day financial management of the company, including accounting entries, customer credit decisions, cash flow preparation and analysis, and banking duties. Point person for all banking, insurance, legal, legal, and accounting issues, as well as relationships with outside professionals. Responsible for managing bank lines of credit and compliance with bank loan covenants.

Managed and completed sale of private company to foreign public corporation. Analyzed quarterly and annual financial results and presented to corporate parent’s private equity investors, shareholders, bondholders and lenders. Communicated with and reported to management and corporate office on financial targets, sales analysis and cash forecasts. Handled all treasury management tasks. Conducted monthly accounting close with VP of Accounting. Oversaw daily accounting tasks including: accounts receivable/payable, purchase orders, invoices and inventory. Evaluated and implemented new accounting software system.

Assisted the Investment Portfolio Managers with stock research. Participated in and helped with client reviews. Processed trades and allocated shares to client accounts.

Researched and solved custodian bank/broker trade settlement problems. Maintained more than 100 client accounts. Obtained competitive municipal bond quotes from various dealers.

Performed daily accounting tasks including accounts receivable/payable, purchase orders, invoices and inventory. Resolved billing disputes with vendors. Managed customer collections efforts.

Assisted with bank trust department's client reviews. Managed daily client cash positions. Advised clients on asset allocations. Helped safeguard clients' real estate properties. Worked with beneficiaries on disbursement requests and to comply with trust documents.

Generated seven major automobile manufacturer clients through co-authored sales literature and follow-up conversations with top executives. Coordinated and assembled detailed parts comparison projects for global automobile manufacturers. Assisted in compilation and analysis of resulting statistical data.

Master Of Business Administration - Mba, International Business

Bachelor Of Science - Bs, Political Science

Bachelor Of Arts - Ba, English