Todd Cooper, Cima Email and Phone Number
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!
Tifin Ag
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Chief Revenue OfficerTifin Ag 2024 - PresentBoulder, Co, UsLead 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. -
Senior Vice President, Enterprise Business DevelopmentLpl Financial 2022 - 2024San Diego, Ca, UsSpearheaded a new institutional channel focused on providing comprehensive outsourced wealth management solutions to the adjacent wealth businesses of insurers, asset managers, and record-keepers. -
Senior Vice President, Enterprise Business DevelopmentEnvestnet, Inc 2013 - 2022Berwyn, Pennsylvania, UsLed 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. -
Vice President, Institutional Business DevelopmentPrudential Financial 2000 - 2013Newark, New Jersey, UsDrove growth by developing, delivering, and driving adoption of one of the industry’s first sleeve-based, sponsor traded unified managed account platforms. -
Director, Institutional Sales And ConsultingNeuberger Berman, Llc 1995 - 2000New York, Ny, Us -
Senior Accountant - Investment AdvisoryErnst & Young, Llp 1992 - 1995London, Gb
Todd Cooper, Cima Education Details
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Isenberg School Of Management, Umass Amherst
Frequently Asked Questions about Todd Cooper, Cima
What company does Todd Cooper, Cima work for?
Todd Cooper, Cima works for Tifin Ag
What is Todd Cooper, Cima's role at the current company?
Todd Cooper, Cima's current role is Chief Revenue Officer, TIFIN AG | Helping wealth management firms and advisors accelerate organic growth through AI.
What schools did Todd Cooper, Cima attend?
Todd Cooper, Cima attended Isenberg School Of Management, Umass Amherst.
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