Cooper Financial Services, Inc. Employee Directory

Cooper Financial Services, Inc. Global Highlights

Location

Employees

North America

7

• United States Of America
  7

Cooper Financial Services, Inc.'s Leadership

• 
  M. B.

  President And Chief Investment Officer

  Mobile Phone

  Email
• 
  C. C.

  Owner

  Mobile Phone

  Email
• 
  M. B.

  Human Resources Director

  Mobile Phone

  Email
• 
  A. O.

  Registered Investment Advisor

  Mobile Phone

  Email
• 
  S. B.

  Financial Advisor

  Mobile Phone

  Email
• 
  M. L. N.

  Financial Advisor - Insurance

  Mobile Phone

  Email
• 
  D. R.

  Para-Planner

  Mobile Phone

  Email
• 
  R. A. M.

  Office Administrator

  Mobile Phone

  Email

Cooper Financial Services, Inc. Employee Metrics

• Banking
• Human Resources
• Other
• Business
• Community & Social Services

Banking is the largest department at 50% of profiles with a known department, down from 75% in January 2026, followed by Business (30%, up from 0%) and Community & Social Services (10%, up from 0%).

Contact profiles from Cooper Financial Services, Inc.

• 
  M. B.

  President And Chief Investment Officer

  Mobile Phone

  Email

  United States, Connecticut

  Apr 07, 2026
• 
  C. C.

  Owner

  Mobile Phone

  Email

  United States, Tennessee

  Mar 24, 2026
• 
  M. B.

  Human Resources Director

  Mobile Phone

  Email

  United States, Connecticut

  Apr 14, 2026
• 
  A. O.

  Registered Investment Advisor

  Mobile Phone

  Email

  United States, New York

  Apr 14, 2026
• 
  S. B.

  Financial Advisor

  Mobile Phone

  Email

  United States, Connecticut

  May 05, 2026
• 
  M. L. N.

  Financial Advisor - Insurance

  Mobile Phone

  Email

  United States, Connecticut

  Feb 02, 2024
• 
  D. R.

  Para-Planner

  Mobile Phone

  Email

  United States, Connecticut

  Jan 27, 2026
• 
  R. A. M.

  Office Administrator

  Mobile Phone

  Email

  United States, Florida

  Mar 24, 2026

• 1

Frequently Asked Questions

What are the largest departments at Cooper Financial Services, Inc.?

Banking is the largest department at 50% of profiles with a known department, down from 75% in January 2026, followed by Business (30%, up from 0%) and Community & Social Services (10%, up from 0%). Cooper Financial Services, Inc.'s workforce spans 4 departments.

How has Cooper Financial Services, Inc.'s workforce changed over the past year?

Cooper Financial Services, Inc.'s workforce grew 100% between January 2026 and November 2026. Banking's share of profiles with a known department fell from 75% to 50%.

How many employees does Cooper Financial Services, Inc. have currently?

Cooper Financial Services, Inc. has approximately 11 employees as of November 2026. These team members are located across 1 continents, including North America.

Who are Cooper Financial Services, Inc.'s key employees and leadership?

As of November 2026, Cooper Financial Services, Inc.'s key employees include:

• President And Chief Investment Officer: M. B.
• Owner: C. C.
• Human Resources Director: M. B.
• Registered Investment Advisor: A. O.
• Financial Advisor: S. B.

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What is Cooper Financial Services, Inc.'s most common email format?

Cooper Financial Services, Inc. employees' email format typically follows the pattern of First@cooperfinservices.com. Trying to find reliable and up-to-date employee contact data? Find more Cooper Financial Services, Inc. email formats with LeadIQ.

What is Cooper Financial Services, Inc. known for?

Cooper Financial Services, Inc. was founded in 1986 and operates in the Financial Services industry. Explore Cooper Financial Services, Inc.'s company overview page for more information.