Anthony Cupello

Anthony Cupello

Marketing Coordinator

Followers of Anthony Cupello559 followers
location of Anthony CupelloChicago, Illinois, United States

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  • Timeline

  • About me

    Manager, Trader Electronic Communications at Charles Schwab

  • Education

    • University of Missouri-Columbia

      2014 - 2018
      Bachelor of Business Administration - BSBA Economics
  • Experience

    • United Services Disaster Restoration

      Oct 2016 - Jan 2020
      Marketing Coordinator

      -Establish and manage account relationships with insurance agents, business owners, and property managers in the Columbia and Jefferson City areas. -Advertise United Services via Facebook, Constant Contact, and blog posts-Promote United Services and discuss who we are and how we can help our clients.-Research and discover new potential clients-Seek out sponsorship opportunities in Central Missouri to help grow our business brand. -Created videos to be used for digital marketing. - Updated company website and added pages and functions through wordpress Show less

    • Aon

      Jun 2018 - Aug 2018
      Pension Specialist Intern

      - Assisted participants in commencing pension benefits, and calculated the value of their monthly annuities - Assisted in client status meetings- Assisted with company audit of client payments for 2017- Handle benefit plan administration and management of special projects associated with defined benefit plans for various clients- Review participant/member data and clean it up if information is missing or inaccurate- Maintain client databases and benefit calculation log- Coordinate monthly pension payments with a trustee Show less

    • Aon

      Jun 2019 - Jun 2020
      Pension Specialist
    • TD Ameritrade

      Jun 2020 - Mar 2024
      • Senior Specialist, Trader Electronic Communications

        Sept 2022 - Mar 2024
      • Specialist II, Trader Electronic Communications

        Apr 2021 - Sept 2022
      • Specialist, Retail Trading

        Nov 2020 - Apr 2021
      • Retail Trading Trainee

        Jun 2020 - Nov 2020
    • Charles Schwab

      Mar 2024 - now
      Manager, Trader Electronic Communications
  • Licenses & Certifications

    • Series 10

      FINRA
      Mar 2024
    • Series 7

      FINRA
      Oct 2020
    • Series 9

      FINRA
      Jul 2023
    • SIE

      FINRA
      Aug 2020
    • Series 3

      FINRA
      Sept 2022
    • Series 34

      FINRA
      Apr 2023
    • Series 63

      FINRA
      Oct 2020
  • Volunteer Experience

    • Student Volunteer

      Issued by The Food Bank for Central & Northeast Missouri on Jan 2017
      The Food Bank for Central & Northeast MissouriAssociated with Anthony Cupello