Scott Cop

Regional Director - Fidelity Investments

Role
Regional Director - Orange County at Fidelity Investments
Location
San Clemente, CA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Scott Cop

To summarize myself, my brand, and my objectives, I recall something that I learned years ago, but continues to provide me guidance today. The goal is to always be considered a \"CLASS\" act: C stands for Character. Doing what is right for the client and being honest about investments. L is Likability. Do business with good people and good friends. The best business is a partnership, not a transaction. A is always Action. Work hard. I always do what I say I will do and have 100% follow-up, all the time. S stands for Skill. A commitment to extensive product knowledge on IVZ and competitors. I have my MBA and I am currently pursuing my CIMA, advance expertise will help my clients. S means Something Different. Anyone that works with me, knows this is my secret sauce!

Experience

  1. Regional Director - Orange County

    Fidelity Investments

    Sep 2023 — Present · Orange County, CA, US

    Helping advisors with a growth mindset navigate volatile markets.

Education

  • Eastern Illinois University

    Bachelor of Arts, Marketing

    1997 — 2001

  • Gies College of Business - University of Illinois Urbana-Champaign

    Master's of Business Administration, Information Technology/Entrepreneurship

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Scott Cop — Regional Director - Orange County at Fidelity Investments in San Clemente, CA, US | Unifers