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Todd Cooper, Cima Email & Phone Number

Chief Revenue Officer, TIFIN AG | Helping wealth management firms and advisors accelerate organic growth through AI at TIFIN AG
Location: New York City Metropolitan Area, United States 6 work roles 1 school
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Current company
TIFIN AG
Role
Chief Revenue Officer, TIFIN AG | Helping wealth management firms and advisors accelerate organic growth through AI
Location
New York City Metropolitan Area, United States

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Todd Cooper, Cima is listed as Chief Revenue Officer, TIFIN AG | Helping wealth management firms and advisors accelerate organic growth through AI at TIFIN AG, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Todd Cooper, Cima.

Todd Cooper, Cima previously worked as Chief Revenue Officer at Tifin Ag and Senior Vice President, Enterprise Business Development at Lpl Financial. Todd Cooper, Cima studied at Isenberg School Of Management, Umass Amherst.

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TIFIN AG

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Profile bio

About Todd Cooper, Cima

I believe the aspiration to help make wealth management more accessible, more holistic, and more personalized remains an ongoing challenge within our industry.I am passionate about helping wealth firms solve these challenges by making it easier for advisors to deliver improved client outcomes.I thrive in helping wealth management enterprises adopt innovative, cutting-edge technology that better unifies the delivery of advice and drives organic growth.I believe forward thinking wealth firms could grow better and faster by outsourcing data science and AI to stay ahead of the rapid pace of change and evolution happening right now.TFIN AG is enabling wealth managers and advisors to acquire, expand and retain client assets with greater precision and innovation at speed.As a seasoned wealth management technology sales leader, I have been entrusted to drive growth and deliver revenue by acquiring new enterprise partnerships, deepening client relationships, and building new businesses.Let’s grow together!

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Todd Cooper, Cima's current company

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TIFIN AG
Tifin Ag
Chief Revenue Officer, TIFIN AG | Helping wealth management firms and advisors accelerate organic growth through AI
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6 roles · 35 years

Todd Cooper, Cima work experience

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Chief Revenue Officer

Current
Tifin Ag

Boulder, Co, Us

Lead business development and wealth enterprise partnership collaboration for TIFIN AG, a company within the TIFIN enterprise that applies AI to improve wealth outcomes.TIFIN AG uses artificial intelligence and outsourced data science to help wealth management organizations solve organic growth problems.We help answer specific questions to acquire, deepen and retain client relationships. We enable advisors to accelerate net new asset growth by delivering ongoing precision insights and actionability through AI enabled feedback loops.

2024 - Present ~2 yrs 6 mos

Senior Vice President, Enterprise Business Development

Lpl Financial

San Diego, Ca, Us

Spearheaded a new institutional channel focused on providing comprehensive outsourced wealth management solutions to the adjacent wealth businesses of insurers, asset managers, and record-keepers.

2022 - 2024 ~2 yrs

Senior Vice President, Enterprise Business Development

Envestnet, Inc

Berwyn, Pennsylvania, Us

Led institutional business development team to deliver a comprehensive wealth platform and embedded solutions for 50 broker-dealers, registered investment advisors, and bank trust companies.A pivotal collaborator to launch three new independent companies focused on integrated insurance, credit, and trust services to execute Envestnet’s Intelligent Financial Life strategy.

2013 - 2022 ~9 yrs

Vice President, Institutional Business Development

Prudential Financial

Newark, New Jersey, Us

Drove growth by developing, delivering, and driving adoption of one of the industry’s first sleeve-based, sponsor traded unified managed account platforms.

2000 - 2013 ~13 yrs

Senior Accountant - Investment Advisory

Ernst & Young, Llp

London, Gb

1992 - 1995 ~3 yrs
1 education record

Todd Cooper, Cima education

  • Isenberg School Of Management, Umass Amherst
    Isenberg School Of Management, Umass Amherst
FAQ

Frequently asked questions about Todd Cooper, Cima

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What company does Todd Cooper, Cima work for?

Todd Cooper, Cima works for TIFIN AG.

What is Todd Cooper, Cima's role at TIFIN AG?

Todd Cooper, Cima is listed as Chief Revenue Officer, TIFIN AG | Helping wealth management firms and advisors accelerate organic growth through AI at TIFIN AG.

Where is Todd Cooper, Cima based?

Todd Cooper, Cima is based in New York City Metropolitan Area, United States while working with TIFIN AG.

What companies has Todd Cooper, Cima worked for?

Todd Cooper, Cima has worked for Tifin Ag, Lpl Financial, Envestnet, Inc, Prudential Financial, and Neuberger Berman, Llc.

How can I contact Todd Cooper, Cima?

You can use AeroLeads to view verified contact signals for Todd Cooper, Cima at TIFIN AG, including work email, phone, and LinkedIn data when available.

What schools did Todd Cooper, Cima attend?

Todd Cooper, Cima studied at Isenberg School Of Management, Umass Amherst.

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