David Koppel
Career transition at Career Break | Kendall Park, New Jersey, United States
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David Koppel is a seasoned senior financial services executive with over 25 years of experience, renowned for his expertise in delivering exceptional client service and operational support in some of the world's leading financial institutions, including BNP Paribas, Royal Bank of Canada, Bank of America, and Morgan Stanley. Currently, David is navigating a career transition, focusing on health and well-being as he explores new opportunities that align with his extensive background in equities, hedge funds, derivatives, and alternative investments.
Throughout his distinguished career, David has been instrumental in ensuring compliance and regulatory adherence while driving operational excellence. His deep understanding of complex financial instruments, such as FX options and mutual funds, has allowed him to lead high-impact projects that optimize collateral management and enhance client satisfaction. As he embarks on this new chapter, David is eager to leverage his skills in Series 7 and Series 63 licensing to mentor emerging finance professionals or consult with firms seeking to strengthen their operational frameworks.
David's commitment to fostering a culture of quality service and compliance is matched by his passion for promoting health and well-being in the workplace. He believes that a balanced approach to career development not only enhances personal satisfaction but also drives organizational success. As he seeks to make a meaningful impact in his next role, David is excited about the potential to contribute his wealth of knowledge and experience to organizations that prioritize both financial excellence and employee wellness.
Career transition at Career Break in October 2023 to Present
Director - Prime Broker Operations at BNP Paribas Prime Brokerage Inc. in October 2008 to September 2023
Vice President - Global Equity Operations at Banc of America Securities, LLC in August 2005 to October 2008
Vice President - RBC Hedge Fund Services at RBC Capital Markets in January 2003 to August 2005
Vice President at Morgan Stanley Private Wealth Management in January 1999 to January 2002
Vice President - Collateral Mangement Operations at Morgan Stanley Private Wealth Management in January 1983 to January 1999
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Prime Brokerage
Equities
Hedge Funds
Capital Markets
Derivatives
Securities
Series 7
Options
Series 63
FX Options
Alternative Investments
Equity Derivatives
Collateral Management
Financial Services
Mutual Funds
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Discover more about Career BreakWhat is David Koppel email address?
Email David Koppel at [email protected] and [email protected]. This email is the most updated David Koppel email found in 2026.
What is David Koppel phone number?
David Koppel phone number is +16314958872 and +17329401436.
How to contact David Koppel?
To contact David Koppel send an email to [email protected] or [email protected]. If you want to call David Koppel try calling on +16314958872 and +17329401436.
What is David Koppel net worth?
David Koppel has an estimated net worth of $750,000 to $999,999
What company does David Koppel work for?
David Koppel works for Career Break
What is David Koppel's role at Career Break?
David Koppel is Career transition
David Koppel Email Addresses
David Koppel Phone Numbers
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