Cooper Sinclair
Vice President, Ria Strategic Distribution, Isg at Prudential Financial
Cooper Sinclair is a highly qualified professional, working in Lincoln Financial Distributors as a Assistant Vice President - Ria Strategy and Operations since 2016. This expert gained professional experience in more than nine positions at different companies. Cooper Sinclair went to the Hanover College and got education from 1992 to 1996. Louisville, Kentucky is the area, where this professional was known to be located. This professional's e-mail and phone can be easily accessed through this website by request.
Name variants:
Cooper Sinclair
Last updated Jul 07, 2024
Contact Information
Workplace
Assistant Vice President - Ria Strategy and Operations
Industry
Financial Services
Colleagues
Work History
Assistant Vice President - Ria Strategy and Operations
Pennsylvania
Feb 2016 — Sep 2018
Vice President, Ria Strategic Distribution, Isg at Prudential Financial
Newark, NJ
from Sep 2018
Regional Director
10350 Ormsby Park Pl, Louisville, KY 40223
Managed nine territory management teams, supervised distribution of Jefferson National's Monument Advisor platform within the Fee-Based and Fee-Only arena
Mar 2011 — May 2014
Owner
As a Certified Retirement Counselor ® provided clients with integrated financial solutions by combining both investment and risk management analysis services; active in both the small busine...
May 2009 — Oct 2013
Variable Annuity Wholesaler
Managed the West Region sales territory within the Advisor Resources division of Transamerica Capital Management
Apr 2008 — Aug 2009
Account Executive
9000 Cameron Pkwy, Oklahoma City, OK
Sold 403 (b) plans, insurance, and non-qualified mutual funds
Jun 2004 — Jan 2007
Variable Annuity Wholesaler - Integrity Life
400 east 4Th St, Cincinnati, OH 45202
Sold variable annuities within the Independent Broker Dealer channel as Internal Wholesaler for the company's Southern California sales territory
Mar 2003 — Jun 2004
Internal Wholesaler - Sales Development Specialist
Provided case design analysis services to the company's independent agent / IMO field sales force
Jan 2001 — Mar 2003
Education
Occupations
Executive
Vice President
Assistant Vice President
Accountant
Finance and Accounting Specialist
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Series 7
Series 63
Series 65
Mutual Funds
Variable Annuities
Variable Life
Life Insurance
Financial Services
Strategic Financial Planning
Financial Product Development
Key Account Management
Sales
Sales Management
Direct Sales
Salesforce.com
Financial Planning
Insurance
Retirement
Investments
Fixed Annuities
Retirement Planning
Investment Advisory
Asset Management
Series 26
FAQs about Cooper Sinclair
What is the main profession of Cooper Sinclair?
This professional's job is Vice President, Ria Strategic Distribution, Isg at Prudential Financial
What are the profession of The professional?
These person's professions are Executive and Vice President
Where does Cooper Sinclair live?
Louisville, Kentucky is the place where Cooper Sinclair currently lives
Where did Cooper Sinclair work?
The professional worked at Lincoln Financial Distributors, Prudential Financial.
Where has Cooper Sinclair studied?
Cooper studied at the Hanover College from 1992 to 1996.
Are there any professional industries Cooper Sinclair is connected to?
Cooper works in Financial Services industry.
What are special skills of Cooper Sinclair?
This person has such skills as Series 7, Series 63, Series 65, Mutual Funds, Variable Annuities, Variable Life, Life Insurance, Financial Services, and Strategic Financial Planning.