Neil Cooper

Personal Financial Planner

574 followers

New Windsor, Maryland, United States

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Timeline
About me
Experienced Financial Services Professional and Certified Scrum Product Owner (CSPO)
Education
- Scrum Alliance
  -
- University of Delaware
  -
  Bachelor of Arts (B.A.)
Experience
- American Express Financial Advisors
  Apr 2000 - Oct 2001
  Personal Financial Planner
  • Crafted comprehensive financial plans for 73 gained retail clients per their goals and situation, sold appropriate investment and insurance products, and advised on employer benefits, Social Security strategy, pensions, and investments and asset allocations.• Created and implemented investment proposals via goals-based asset allocation. • Managed portfolios and insurances, communicated with clients for regular updates to their financial plan, investments, and insurances.
- J.P. Morgan Private Bank
  Jan 2002 - Jul 2002
  Account Officer / Relationship Manager
  • Serviced complex composite banking/securities accounts for high net worth client base of individuals and corporations, $5M minimum relationship.
- T. Rowe Price
  Nov 2002 - May 2024
  • Led agile development team to launch a new client-direct asset allocation integrated digital experience; MVP released to highly positive user feedback.• Directed an agile team to build and launch shared API services in June 2023, enhancing accuracy and consistency of financial product descriptions.• Developed and championed an overarching asset allocation classification schema approved in December 2022, merging multiple models and data sources.• Led an agile team to launch a new asset allocation tool for associates in December 2021 (5-month development cycle from start to launch), achieving a 27% increase in allocation consolidation opportunities. Show less • Product manager of suite of high traffic personal finance digital tools for retail clients and prospects; interface between user, business, legal/compliance, technology, vendors • Lead financial, market, competitive, lifecycle, and gap analyses to build and socialize product offer roadmaps: agile feature enhancement, technology and offer modernization decisions, and new tool launches; KPI creation and oversight • Launched 3 new tools, including a vendor contract; modernized 88 % of portfolio Show less • Firm expert for financial planning topics and Social Security; team won 2 Mutual Fund Education Alliance Star awards (2013) for new Social Security tool & campaign • Financial planning storyline and content creation (text, numbers, charts, tables) used in marketing campaigns, websites, and articles for clients, participants, and associates • Public Relations support: created over 40 custom analyses on financial planning topics for Morningstar, New York Times, Wall Street Journal/MarketWatch, Investor’s Business Daily, Kiplinger’s, Reuter’s, CNNMoney/Money Magazine, Bloomberg/BusinessWeek, etc. • Facilitator of Web Tools Committee: rationalization, recommendations for web tools Show less
  - Product Owner, Investing Experiences
    Jun 2021 - May 2024
  - Lead Manager, Digital Advice Tools
    Mar 2017 - May 2021
  - Sr. Financial Analyst
    Nov 2015 - Mar 2017
  - Sr. Business Development Analyst / Sr. Reporting Analyst
    Nov 2013 - Oct 2015
  - Sr. Financial Planning Analyst
    Jul 2010 - Oct 2013
  - Tax Specialist, Retail Services
    Jun 2006 - Jun 2010
  - Senior Representative, Retail Services
    Aug 2005 - Jun 2006
  - Associate, Retail Services
    Nov 2002 - Aug 2005
- York Solutions, LLC
  Dec 2024 - now
  Senior Product Owner
Licenses & Certifications
- Series 66
  FINRA
- Series 7
  FINRA