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Koppel will join the TradePMR team as Vice President of Practice Management.
Gainesville and Tampa, Florida, March 13, 2023 /PRNewswire/ — TradePMR, a technology and custodial services provider to registered investment managers, today announced the addition of Bill Coppel as Vice President of Practice Management. Over his 30+ years, Bill has led strategy, business development, marketing, sales management, and wealth management and professional development in the clearing/custody industry. In his new role, Coppell will be responsible for managing TradePMR’s operations and expanding its advisor growth resources.
Coppel started his career as a financial advisor and has held senior management positions at several companies within the financial services industry. In 2021, he founded The Coppel Network, a consultancy firm dedicated to providing leaders and advisors to financial services firms with the insight and guidance they need to compete in a technology-driven, future-oriented marketplace. Did.
Prior to launching The Coppel Network, he was a member of the First Clearing leadership team, leading productivity and enterprise-wide platform adoption initiatives. He also played a key role in the design and management of First Clearing’s Advisor Growth Accelerator program. The program consists of a practice management review, ongoing his one-on-one coaching, best practices, and professional development services with resources to ensure advisors are taking full advantage of products and technology. I’m here. platform.
“When thinking about the future of the services TradePMR offers and how we can accelerate the growth of our advisors, we couldn’t have asked for a better partner than Bill Coppel.” Rob Baldwin, Founder and CEO of TradePMR. “Bill has a keen understanding of the challenges facing advisors today. With more than 30 years of experience, he has the insight to help RIAs navigate those challenges and seize growth opportunities. I am proud and can’t wait to officially welcome Bill to the TradePMR team.It’s all we can achieve together.”
Under Coppel’s leadership, TradePMR plans to expand its operational management and consulting services to a registered investment manager. The new program is expected to help RIAs find new ways to create value for their clients, including advisor skill development, business planning and leadership consulting. Details will be announced at TradePMR’s signature meeting, SYNERGY23. May 31 – June 2, 2023 of Tampa, Florida
“Advisors face greater headwinds than ever before. If they are not growing in this environment, they are shrinking,” said Coppel. “My goal, and that of TradePMR, is to provide a community and network of resources that can thrive and achieve sustainable growth for years to come.”
For more information on TradePMR, please visit https://www.tradepmr.com/home.
About TradePMR
For over 20 years, TradePMR has worked with growth-minded independent registered investment managers (RIAs) to deliver innovative technology tools and support designed to transform their businesses. Privately held brokerage and custodian service provider (FINRA/SIPC member) based in Gainesville, Fla. It is working. For more information, please visit www.TradePMR.com.
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Securities are offered through Trade-PMR, Inc.
* Growth promoter® is a registered service mark of Wells Fargo & Company and is used under license.
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