James Coppola
Managing Director, Head of Client Relationship Management
- Role
- Managing Director, Head of Client Relationship Management at Ewm Global
- Location
- Fairfield, CT, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
Managing Director, Head of Client Relationship Management
Feb 2024 — Present
Skills
- Outlook
- Volunteering
- Fx Trading
- Webex
- Gap Analysis
- 409a
- Implementation
- Project Management
- Financial Services
- Crm
- Sas70
- Portfolio Management
- Isae 3402
- Risk Mitigation
- Psychology
- Investments
- Process Control
- Non-Qualified Deferred Compensation
- Risk Management
- Manage Client Relationships
- Account Management
- Asset Management
- Corporate Branding
- Research
- Microsoft Office
- Visio
- Equities
- Alternative Investments
- Fundraising
- Bloomberg
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