Ken Cooperman
Patient, smart and able to explain any rule, reg or investment in simple English - and in the context of today's investment markets. I held FINRA Series 7, 6, 24, 65, and the 4 in management roles with broker/dealers (Fidelity) and wealth managers (Athena Capital, Windrose Advisors). I managed broker/dealer & RIA operations, trading, and client services, and have a deep knowledge of public and private investments across all asset classes.
Typically available weekdays & weekend mornings and afternoons
Education
- ProvidenceBS Business Management
- NortheasternMBA Management · 2003
Languages
English
Sessions
A focused 60-minute 1-on-1 session with Ken Cooperman. Pick a time that works for you.
A focused 90-minute 1-on-1 session with Ken Cooperman. Pick a time that works for you.
A focused 120-minute 1-on-1 session with Ken Cooperman. Pick a time that works for you.
Availability
