William Cooper, MA, CPFA™, CCC®

Experience

• 

  Wayne State University

  Jan 2009 - May 2010

  Intern

  In this position I maintained general office duties from directing calls, answering inquiries, and maintaining email correspondences. I also created and managed a holiday food and coat drives and co-facilitated mass community service projects

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  BIGGBY COFFEE

  Oct 2009 - Jun 2013

  Shift Leader
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  Midtown Detroit, Inc.

  May 2011 - Dec 2011

  Project Assistant

  As Project Assistant for Midtown Detroit, Inc. I maintained a variety of responsibilities. Through my tenure I co-facilitated Woodward Light Rail, TOD & You Community Meetings in which I met with community members to provide updates on the Woodward Light Rail and gain input regarding the developments they would like to see along the Woodward Corridor upon the completion of the rail line. Following the meetings I wrote a comprehensive final reporting highlighting community recommendations. Other responsibilities including managing social media platforms and writing and uploading website copy. Show less

• 

  Bank of America

  Dec 2011 - Jul 2013

  Teller

  As a teller at Bank of America, I completed customer transactions as well as better connected them with products and services to help them meet their financial needs.

• 

  DDI | Development Dimensions International

  Jul 2013 - Sept 2017

  Assessor

  My responsibilities included conducting pre-employment assessments for various automotive clients including interviewing, test administration, role plays, and simulations. This position required frequent travel to client sites. Additionally, I conducted assessments with accommodations provided for participants that were in conjunction with Equal Employment Opportunity rules and regulations.

• 

  Alliance Benefit Group of Michigan

  Sept 2017 - Dec 2019

  In this position, I consult directly with multiple clients on their inquiries and concerns regarding their retirement plans administered by ABG. I manage multiple, competing priorities in a fast-paced, dynamic environment. Some of my duties include (but, not limited to): generating and proofreading reports for client meetings; maintaining current knowledge of rules, regulations, and trends that affect my clients' retirement plans, and collaborating with internal departments to address client concerns in a timely fashion. Show less

  • Retirement Education Specialist

    Nov 2018 - Dec 2019

  • Client Relationship Associate

    Sept 2017 - Nov 2018
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  Sentinel Group

  Jan 2020 - now

  My responsibilities include educating participants in our client-sponsored retirement plans on topics such as, but not limited to, the importance of saving for retirement, investment basics, total financial wellness; working with Plan Sponsors to develop education action plans for their employees, and working with participants in-person and via telephone to respond to their investment questions and identify opportunities for wealth management planning. I actively mentor and encourage new associates on my team. Additionally, I serve as co-chair of our DEI Exploratory Committee and I am a member of the Engaging the Plan Sponsor CommitteeSentinel Group is helping companies across all industries rethink their employee benefits in order to recruit and retain top talent and effectively help their employees plan for the future. Our holistic and consultative approach incorporates all of your benefits needs under one roof—retirement plans, group health insurance, and reimbursement accounts such as FSAs and HSAs, and COBRA. This approach simplifies plan design for employers, and our financial planners put health + wealth strategies into perspective for employees. Ultimately, we create an environment that promotes financial wellness, encourages retirement readiness, and empowers people to succeed.We know that we’re not the only employee benefits provider out there, but after over 30 years in the industry, we do understand what sets us apart from the competition. We care about how we can help. We believe that exceptional benefits and service begins with the right attitude. For us, it’s not the size of your account that matters, but the size of your goals. Learn more at sentinelgroup.com. Show less My responsibilities include educating participants in our client-sponsored retirement plans on topics such as, but not limited to, the importance of saving for retirement, investment basics, total financial wellness; working with Plan Sponsors to develop education action plans for their employees, and working with participants in-person and via telephone to respond to their investment questions and identify opportunities for wealth management planning. Additionally, I serve as co-chair of our DEI Exploratory Committee and I am a member of the Engaging the Plan Sponsor CommitteeSentinel Benefits & Financial Group is helping companies across all industries rethink their employee benefits in order to recruit and retain top talent and effectively help their employees plan for the future. Our holistic and consultative approach incorporates all of your benefits needs under one roof—retirement plans, group health insurance, and reimbursement accounts such as FSAs and HSAs, and COBRA. This approach simplifies plan design for employers, and our financial planners put health + wealth strategies into perspective for employees. Ultimately, we create an environment that promotes financial wellness, encourages retirement readiness, and empowers people to succeed.We know that we’re not the only employee benefits provider out there, but after over 30 years in the industry, we do understand what sets us apart from the competition. We care about how we can help. We believe that exceptional benefits and service begins with the right attitude. For us, it’s not the size of your account that matters, but the size of your goals. Learn more at sentinelgroup.com. Show less

  • Sr. Financial Wellness Educator

    Jan 2022 - now

  • DE&I Advisor

    Jan 2022 - now

  • Financial Wellness Educator

    Jan 2020 - Jan 2022