James Kopco
Financial Advisor @Wells Fargo Advisors
Tampa, FL, US
EMAILS
j••••••••@wellsfargoadvisors.com
MOBILE NUMBERS
+14•••••••22
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WORK HISTORY
Jan 2013 — Present
Financial Advisor @Wells Fargo Advisors
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Clearwater, FL, US
I help to build, manage, preserve, and transition wealth.
EDUCATION
2002 — 2006
Miami University
Bachelor of Science (B.S.), Finance
SKILLS
BudgetsFinanceOrganizational DevelopmentBusiness AnalysisSales OperationsBusiness Process MappingBusiness StrategyBehavioural ChangeManagementOperations ManagementProduct DevelopmentCross-Functional Team LeadershipMarketing StrategyProject ManagementBusiness Process ImprovementInvestment StrategiesLeadership DevelopmentManagement ConsultingInvestmentsProduct LaunchLeadershipOperational StreamliningFinancial AdvisoryStrategic PlanningHealthcareWealth ManagementSalesProgram ManagementQuality ManagementAsset Management
ABOUT JAMES KOPCO
As a Financial Advisor, I help manage assets for individuals, trusts, retirement plans…
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