Bill Coppel

Experience

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  Quick & Reilly

  Jan 1980 - Jan 2005

  SVP

  Bill started as a registered representative and moved through the organization holding various positions including; branch manager, marketing and advertising director, business development and sales director, director of strategy and product development.

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  First Clearing/Wells Fargo Clearing Services

  Jan 2005 - Sept 2021

  Chief Client Growth Officer/Managing Director

  As a member of the First Clearing Leadership Team, Bill leads First Clearing’s organic growth and productivity initiative, as well as its platform-adoption initiatives. He also oversees First Clearing’s thought leadership efforts, brand positioning and market strategy, leading a team of seasoned communications and marketing professionals. SpecialtiesBusiness Strategy Development, Brand Development, Strategic Marketing, Product Development, Digital Marketing, Database Marketing, e-Commerce Marketing and Sales Management and Public Speaking. Show less

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  The Coppel Network

  Sept 2021 - Jan 2023

  Founder

  Bill Coppel brings three decades of senior leadership experience in wealth management and the clearing/custody industry. Together with his network of seasoned professionals with similar tenure and diverse experience, the team provides firm leaders and advisors with the insight and guidance required to compete in a technology-driven, future-focused marketplace. The Coppel Network services include:Strategy DevelopmentLeadership guidance, coaching and talent capital assessmentBusiness succession guidanceBrand positioning and marketingClient experience and Well-being profile developmentCustody platform evaluation and guidanceAdvisor evolution, engagement and professional developmentKeynote presentations We works with RIAs, independent and employee brokerage firms, and clearing-custody firms. Show less

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  TradePMR

  Jan 2023 - now

  Chief Client Growth Officer

  As Chief Client Growth Office, Bill leads TradePMR’s client growth initiative; Advisor Evolution Services, designed to deliver insights, services, and solutions to support the dynamic growth of the future-focused RIA firms for which TradePMR provides custody services.

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  Robinhood

  Feb 2025 - now

  Director