Christopher Coppolo
Senior Client Service Advisor | Investment Advisor Representative | CRPC® at Scranton Financial Group | Waterford, Connecticut, United States
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Senior Client Service Advisor | Investment Advisor Representative | CRPC® at Scranton Financial Group in June 2024 to Present
Investment Advisor Representative | Retirement Planner | CRPC® at Tumolo Financial in August 2023 to July 2024
Merrill Financial Solutions Advisor [MFSA] / Portfolio Advisor at Merrill Lynch in July 2021 to September 2023
Financial Advisor & Portfolio Advisor at Merrill Lynch in January 2019 to July 2021
Mathematics Teacher and Wrestling Coach at Robert E. Fitch Senior High School in January 2018 to January 2019
ETF Consultant at Copes Capital, LLC in October 2008 to January 2016
Associate Account Manager - ETF Group at NASDAQ OMX in February 2012 to June 2012
Regional Consultant / Wholesaler at WisdomTree Asset Management, Inc. in February 2010 to February 2012
Owner / President / Manager at CC Royal Painters, LLC in February 2009 to January 2010
Financial Advisor at Merrill Lynch in October 2007 to March 2009
Franchise Manager / Owner at College Pro Painters in April 2005 to September 2007
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Boston University, B.A., Communication, Economics, January 2003 to January 2007
Robert E. Fitch Senior High School, Diploma, January 1999 to January 2003
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Client Services
Customer Satisfaction
Customer Retention
Organic Growth Strategies
Communication
Certified Financial Planner
Tax Planning
Estate Planning
Retirement Planning
Individual Retirement Accounts (IRA)
Roth IRAs
Fixed Annuities
Indexed Annuities
Cryptocurrency
ETFs
Investment Management
Stocks
Bonds
Capital Markets
Financial Analysis
Account Management
Financial Accounting
Data Analysis
Analytical Skills
Customized Wealth Planning
Divorce Financial Advising
Customized Investment Portfolios
Customized Investment Strategies
Customer Service
Client Account Management
Wealth Accumulation
Analytical Skills for Problem Solving
High Net Worth Individuals
High Net Worth Portfolio Management
Asset Transition
Asset Management
Goals Based Asset Management
Corporate Retirement Planning
Corporate Retirement Plan Management
Business Planning Practice Management Consulting
Consultative Sales
Sales and Marketing
Salesforce CRM
Computer Skills
Business Development
Personal Budget Guidance
Communications and Interpersonal Skills
Collaberative Problem Solving
Financial Problem Solver
High Net-Worth Wealth Planning
College Education Planning
Retirement and College Planning
College Savings Strategies
Business Consulting
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Discover more about Scranton Financial GroupWhat is Christopher Coppolo email address?
Email Christopher Coppolo at [email protected] and [email protected]. This email is the most updated Christopher Coppolo's email found in 2026.
What is Christopher Coppolo phone number?
Christopher Coppolo phone number is +1.8602872353 and 860-447-7409.
How to contact Christopher Coppolo?
To contact Christopher Coppolo send an email to [email protected] or [email protected]. If you want to call Christopher Coppolo try calling on +1.8602872353 and 860-447-7409.
What company does Christopher Coppolo work for?
Christopher Coppolo works for Scranton Financial Group
What is Christopher Coppolo's role at Scranton Financial Group?
Christopher Coppolo is Senior Client Service Advisor | Investment Advisor Representative | CRPC®
What industry does Christopher Coppolo work in?
Christopher Coppolo works in the Internet industry.
Christopher Coppolo Email Addresses
Christopher Coppolo Phone Numbers
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