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Dennis Hooper, CFA®, CRPS™

Dennis hooper, cfa®, crps™

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location of Dennis Hooper, CFA®, CRPS™Franklin, Tennessee, United States
Phone number of Dennis Hooper, CFA®, CRPS™+91 xxxx xxxxx
Followers of Dennis Hooper, CFA®, CRPS™3000 followers

  • Timeline

    May 2010 - Aug 2010

    Accounting Assistant Intern

    Berman Hopkins Wright & LaHam, CPAs and Associates, LLP
    May 2013 - Aug 2013

    Summer Financial Planning Assistant & Portfolio Analyst

    Ameriprise Financial Services, Inc.
    Nov 2013 - Nov 2014

    President

    Kappa Sigma Fraternity- UCF
    May 2014 - Apr 2015

    Financial Planning Assistant & Portfolio Analyst

    Ameriprise Financial Services, Inc.
    May 2015 - Jul 2017

    Financial Advisor Services Analyst

    J.P. Morgan Asset Management
    Columbus, Ohio Area
    Current Company
    Aug 2017 - now

    Retirement Plan Counselor

    Capital Group
    Nashville, Tennessee, United States

  • About me

    Regional Vice President | Retirement Plan Counselor at Capital Group | American Funds

  • Education

    • University of central florida

      2011 - 2014
      Bachelor of science in business administration (bsba) finance and financial management services

      Activities and Societies: Kappa Sigma Fraternity & Club Rugby Finance GPA: 3.8

  • Experience

    • Berman hopkins wright & laham, cpas and associates, llp

      May 2010 - Aug 2010
      Accounting assistant intern

    • Ameriprise financial services, inc.

      May 2013 - Aug 2013
      Summer financial planning assistant & portfolio analyst

    • Kappa sigma fraternity- ucf

      Nov 2013 - Nov 2014
      President

    • Ameriprise financial services, inc.

      May 2014 - Apr 2015
      Financial planning assistant & portfolio analyst

    • J.p. morgan asset management

      May 2015 - Jul 2017

      • Financial Advisor Services Analyst

        Oct 2016 - Jul 2017

      • Shareholder Services Analyst

        May 2015 - Oct 2016

    • Capital group

      Aug 2017 - now

      • Retirement Plan Counselor

        Jan 2022 - now

      • Divisional Retirement Plan Counselor

        Jan 2020 - Dec 2021

      • Retirement Plan Sales Consultant - Chicago & Southern Illinois

        Aug 2017 - Dec 2019

  • Licenses & Certifications

    • Series 7 general securities representative

      Financial industry regulatory authority (finra)
      Apr 2015

    • Chartered retirement plans specialist™ (crps™)

      College for financial planning
      Jul 2021
      View certificate certificate

    • Series 63 uniform securities agent state law examination

      Financial industry regulatory authority (finra)
      Jun 2015

    • Microsoft excel, word and powerpoint specialist

      Microsoft

    • Accredited investment fiduciary (aif)

      Fi360
      May 2019

    • Chartered financial analyst® (cfa®)

      Cfa institute
      Feb 2021
      View certificate certificate

  • Honors & Awards

    • Awarded to Dennis Hooper, CFA®, CRPS™
      Outstanding Grand Master(President) Award Kappa Sigma Fraternity HQ Jul 2014 Presented annually to the Grand Master of undergraduate chapters of Kappa Sigma who have evidenced the highest standards of leadership and commitment to the office.
    • Awarded to Dennis Hooper, CFA®, CRPS™
      Kappa Sigma Scholarship-Leadership Certificate of Merit Kappa Sigma Fraternity Nationals Dec 2013 Representing the top 2% of Kappa Sigma's nationwide in the categories of scholarship and leadership