Zach Cooper
Private client banker at Jp Morgan Chase bank, na
- Role
- Private Client Banker at JPMorganChase
- Location
- Kansas City, MO, US
- LinkedIn followers
- 500 followers
About Zach Cooper
I have extensive experience in financial planning, where I’ve developed a deep understanding of budgeting, investing, and risk management to help individuals and businesses achieve their financial goals. I’ve worked closely with clients to assess their current financial situation, identify short-term and long-term objectives, and create tailored strategies to optimize their financial outcomes. My experience includes helping clients with retirement planning, raising capital for private real-estate opportunities, tax optimization, debt reduction, and asset allocation, while considering their unique circumstances and risk tolerance. I also focus on financial and business relationship management. By maintaining open lines of communication and actively engaging in understanding their needs, I help ensure alignment between my clients\' financial strategies and business objectives. My approach is rooted in transparency, collaboration, and a commitment to long-term value creation, which has been key to fostering enduring business relationships.
Experience
Private Client Banker
Aug 2023 — Present
Education
Cornell University
Commercial Real Estate Investing
Ozarks Technical Community College
Associate of Arts (A.A.)
2010 — 2012
Yale School of Management
Negotiation Strategies
Skills
- Whole Life Insurance
- Retirement Income Strategies
- Universal Life Insurance
- Networking
- Term Life Insurance
- Protection Planning Family Security
- Life Insurance
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