CS

Cooper S.

Director of Practice Management and Technology Adoption

Cooper S. is a dynamic entrepreneur and financial consultant with extensive experience in operational management, client relations, and project leadership. They have founded and scaled consultancy firms, specializing in strategic project management and staff training. Cooper previously held various roles, including Director of Practice Management and Technology Adoption at Innovayte, and has a proven track record of enhancing client satisfaction and retention. They have completed an Associate’s of Science in Business Administration & Management from Lake Superior College and are proficient in multiple software tools used in financial planning and client management.

Location

Duluth, United States

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