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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, 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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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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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.
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.
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.
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.
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Todd Cooper, Cima works for 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.
Todd Cooper, Cima is based in New York City Metropolitan Area, United States, United States while working with TIFIN AG.
Todd Cooper, Cima has worked for Tifin Ag, Lpl Financial, Envestnet, Inc, Prudential Financial, and Neuberger Berman, Llc.
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Todd Cooper, Cima studied at Isenberg School Of Management, Umass Amherst.
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