Pj Cooper

Director, Trading Platforms at Merrill Edge

Role
Director, Platform Management at Merrill Edge
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Information TechnologyView LinkedIn profile

Experience

  1. Director, Platform Management

    Merrill Edge

    Aug 2011 — Present · Charlotte, NC, US

    Channel and product manager for the self-directed line of business of Merrill Edge. Responsible for ongoing management and development of Merrill Edge products and services. Primary emphasis on core trading functionality and quality of the self-directed client trading experience online and through our Client Services group. Line of business lead, partnering with our project management office, managing end-to-end delivery of initiatives to enhance the client experience and deliver new trading functionality. Ongoing management of online and associate trading systems, defect identification, resolution planning and testing. Associate training and awareness of upcoming enhancements and required regulatory changes.

Education

  • Wilbur O. and Ann Powers College of Business at Clemson University

    Bachelors of Science, Technical Marketing

    1997 — 2003

Skills

  • Securities
  • Wealth Management
  • Fixed Income
  • Financial Planners
  • Financial Services
  • Management
  • Retirement
  • Bonds
  • Finance
  • Asset Allocation
  • Banking
  • Mutual Funds
  • Risk Management
  • Trading
  • Options
  • Retirement Planning
  • Finra
  • Capital Markets
  • Series 7
  • Financial Risk
  • Insurance
  • Investments
  • Equity Trading

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Pj Cooper — Director, Platform Management at Merrill Edge in Charlotte, NC, US | Unifers