Victoria Cooper, Cdfa®, Cva®, Mba

Victoria Cooper, Cdfa®, Cva®, Mba Email and Phone Number

Owner @ New Path Financials LLC
Magnolia, TX, US
Victoria Cooper, Cdfa®, Cva®, Mba's Location
Greater Houston, United States
Victoria Cooper, Cdfa®, Cva®, Mba's Contact Details

Victoria Cooper, Cdfa®, Cva®, Mba personal email

About Victoria Cooper, Cdfa®, Cva®, Mba

Victoria has spent the last few years providing financial life management, risk management, and asset management services to her clients. Previously, she spent over 10 years in dispute and expert testimony work both in family law and intellectual property and commercial damages. With an extensive background in investment management she enjoys helping with everything related to personal finance from getting people get out of debt to planning for retirement to developing tax strategies within a financial plan. Victoria holds her securities license, life insurance license, is a Certified Valuation Analyst®, Certified Divorce Financial Analyst® professional, and is fluent in French.In addition, she is a mom, wife, and scuba instructor. Specialties: Wealth Management, Financial Planning, Divorce Financial Planning, Investment Management, Tax Strategies, Life Insurance, Budgeting, and Business Valuation.

Victoria Cooper, Cdfa®, Cva®, Mba's Current Company Details
New Path Financials LLC

New Path Financials Llc

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Owner
Magnolia, TX, US
Website:
centricadvisor.com
Employees:
20
Victoria Cooper, Cdfa®, Cva®, Mba Work Experience Details
  • New Path Financials Llc
    Owner
    New Path Financials Llc
    Magnolia, Tx, Us
  • Centric Wealth
    Wealth Advisor
    Centric Wealth Jan 2018 - Present
    Houston, Texas, United States
    A fee-based Registered Investment Advisor (RIA) focused in financial life management, risk management, and asset management.
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  • Padi
    Master Scuba Diver Trainer
    Padi Aug 2007 - Present
    Houston, Tx
    Independent SCUBA instructor able to certify divers for PADI Open Water, Advanced, Rescue, Divemaster, various Specialties, and Emergency First Response which includes CPR, AED, first aid and care for children and provide private consultation and advice to those interested in purchasing SCUBA equipment.
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  • Stoneturn
    Manager
    Stoneturn Sep 2009 - Jan 2018
    Houston, Tx
    A consulting firm providing financial, economic, and accounting analysis. Services include: Intellectual Property, Complex Business Litigation, and Forensic Accounting.Provided financial and economic consulting services in connection with intellectual property and commercial damages disputes and accounting and financial investigations. Assisted clients on engagements involving patent and copyright infringement, misappropriation of trade secrets, lost wages, and breach of contract. Supervised engagements and staff as project manager for a variety of intellectual property, forensic, and litigation matters.
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  • Bdo Usa, Llp
    Senior Consultant
    Bdo Usa, Llp Jul 2007 - Aug 2009
    Houston, Tx
    (formerly UHY Advisors FLVS, Inc.) An accounting and consulting firm that provides services related to commercial litigation, fraud and forensic accounting, family law, business valuation in addition to tax and audit services.Assisted clients to consult on complex matters involving family law and forensic accounting. Researched appropriate accounting and financial standards to perform fraud investigation. Analyzed financial accounts, real estate, tax, and various documents to determine the characterization of assets and create economic contribution claims for over 20 clients. Created 50 models to trace assets and establish division of property.
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  • Spring Street Partners, Lp
    Analyst (Internship)
    Spring Street Partners, Lp May 2006 - Aug 2006
    Houston, Tx
    A Hedge fund managing $75 million in assets with a portfolio focused on distressed equities.Researched various industries and markets, concentrating on distressed equities; analyzed business plans, strategies, financials, economic factors, and capital structures for investment decisions and valuing publicly-traded equities. Performed portfolio and stock valuation analysis using pro forma and technical analysis and created models and tear sheets to communicate buy/sell status of stocks to portfolio manager.
  • Soundview Technology Group
    Sales Assistant
    Soundview Technology Group 2002 - 2004
    Old Greenwich, Ct
    (Schwab Soundview Capital Markets) A technology-focused securities and investment banking firm known primarily for its equity research on technology and other growth oriented companies.Supported six institutional brokers operating in international and domestic markets by responding to client inquiries, conducting research, and obtaining quotes. Created and maintained 20 marketing agendas, in French and English, annually in the UK, France, Italy, Germany, Sweden, Norway, and the Netherlands for individual analysts, company management, and sales staff. Compiled earnings reports for 60+ reporting companies including ranking, estimates, and conference call and web cast information.
  • Six Financial Information
    Analyst
    Six Financial Information 2001 - 2002
    Stamford, Ct
    (formerly Telekurs Financial) A subsidiary of SIX Group, a financial data vendor which gathers information from all the world's major trading venues directly and in real-time with a database of more than 20 million financial instruments. SIX Financial Information provides reference data and pricing, market data, regulatory compliance, display products and solutions.Answered numerous client queries per month requiring customized research to provide accurate information for investment decisions. Supervised staff of five to research and enter data into the system, for securities identified by clients. Received commendation for instituting strong process control. Recorded daily stock options, dividends, and corporate actions; splits, purchase offers, and mergers into reference database, for equities research.
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Victoria Cooper, Cdfa®, Cva®, Mba Education Details

Frequently Asked Questions about Victoria Cooper, Cdfa®, Cva®, Mba

What company does Victoria Cooper, Cdfa®, Cva®, Mba work for?

Victoria Cooper, Cdfa®, Cva®, Mba works for New Path Financials Llc

What is Victoria Cooper, Cdfa®, Cva®, Mba's role at the current company?

Victoria Cooper, Cdfa®, Cva®, Mba's current role is Owner.

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What schools did Victoria Cooper, Cdfa®, Cva®, Mba attend?

Victoria Cooper, Cdfa®, Cva®, Mba attended Rice Business - Jones Graduate School Of Business, Denison University, Université Sorbonne Nouvelle - Paris 3, Darien High School.

Who are Victoria Cooper, Cdfa®, Cva®, Mba's colleagues?

Victoria Cooper, Cdfa®, Cva®, Mba's colleagues are Dr. Michelle Deselle, Lizette Picazo, Juan Sebastian Casas, Cfp®️, Frank Bazan, Angie Dokic, Eric Gin Wai Lian, Oscar M..

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