Pj Cooper
Director, Trading Platforms at Merrill Edge
- Role
- Director, Platform Management at Merrill Edge
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Director, Platform Management
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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