Bryan Charles Cooley has been a Financial Advisor at Coordinated Financial Group since 2018. Furthermore, Bryan Charles Cooley has professional experience at more than four companies in the related field. Bryan has a total work experience of three+ years. Bryan Charles Cooley studied at the Brandman University, Part of the Chapman University System from 2012 to 2015. This professional has the following certificates: Ca Life and Health, Series 6, Series 63, General Lines Life Accident & Health, and California Department of Insurance, License 0K77583. Currently the person lives in Georgetown, Texas region. You can find this professional's actual e-mail and phone with SoftwareOfficial search.
Name variants:
Brian Cooley
Last updated Jul 04, 2024
Contact Information
Last Update
Jul 10, 2022
Email
cc**@aol.com
Location
Georgetown, TX
Company
Workplace
Colleagues
Work History
Financial Advisor
13809 Research Blvd SUITE 205, Austin, TX 78759
Working closely with clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, and all other information needed to develop a financi...
from Nov 23, 2018
Financial Advisor
New York, NY
Monitored clients’ accounts to determine if changes were needed to improve the performance or to accommodate life changes, such as getting married or having children.
Prepared and interpre...
2016 — 2017
Bank Teller
200 west Congress St, Lafayette, LA 70501
Tracked, recorded, reported, and stored information related to transactions, bank supplies, and customers, ensuring all information was accurate and complete.
Handled currency, transaction...
2012 — 2014
Associate Analyst
As an intern, I analyzed profitability and performance across all company entities and business units.
Performed the documentation related tasks for particular projects or all projects in ...
May 2010 — Aug 2010
Education
2009 — 2012
Occupations
Financial Broker
Financial Consultant
Health Specialist
Certified Nurse Aide
Accountant
Finance and Accounting Specialist
Financial Services Professional
Financial Services Sales Agent
Nurse
Nurse Practitioner
Accounting Bookkeeper
Bookkeeper
Skills
Banking
Financial Analysis
Education Planning Strategies
Retirement Planning Strategies
Financial Strategies
Insurance Strategies
Tax Deferred Investment Planning
Client Education
Long Term Care Planning Strategies
Investment Advisory
Wealth Management
Investment Strategies
Financial Services
Strategic Communications
Financial Planning
Life Insurance
Investments
Financial Advisory
Retirement Planning
Mutual Funds
Asset Allocation
Portfolio Management
Customer Experience
Fixed Annuities
Google Docs
Leadership
Organization Skills
Team Building
Problem Solving
Financial Goals
Customer Focused Service
Financial Management Services
Wealth Management Services
Sales Strategy
FAQs about Bryan Charles Cooley
What is the profession of Bryan Charles Cooley?
This professional's job is Financial Advisor
What jobs is Bryan Charles Cooley a professional at?
Bryan Charles Cooley is proficient at such jobs as Financial Broker and Financial Consultant.
Where is Bryan Charles Cooley currently located?
Bryan is currently located in Georgetown, Texas.
What is the expert's email?
Bryan's email is cc**@aol.com.
Where did Bryan Charles Cooley work?
Bryan Charles Cooley worked at Coordinated Financial Group, Axa Advisors.
Where has Bryan Charles Cooley studied?
Bryan studied at the Brandman University, Part of the Chapman University System from 2012 to 2015.
What are the certifications of Bryan Charles Cooley?
Bryan Charles Cooley received the following certifications: Ca Life and Health, Series 6, Series 63, General Lines Life Accident & Health, and California Department of Insurance, License 0K77583.
What is professional industry that Bryan Charles Cooley worked in?
Bryan works in Financial Services industry.