Profil
Ms. Suzanne M.
Cooper is Assistant Vice President of Operations & Trading at Oakwood Capital Management LLC (California).
She is also Assistant Vice President of New Accounts.
She joined Oakwood Capital Management in 1998 immediately after its formation.
She is responsible for back office functions, including trade settlement, new accounts, asset transfers, reorganizations and execution of account changes.
In addition, she is the back-up equity trader and acts as primary liaison with Oakwood’s various custodians and brokers.
She works closely with Financial Information Network to automate confirmation and reconciliation in order to keep all operations functions running smoothly.
She has recently taken responsibility for Oakwood’s website and computer graphics.
Before joining Oakwood, Ms. Cooper was Operations Supervisor at RNC Capital Management Co.
Anciens postes connus de Suzanne M. Cooper
| Sociétés | Poste | Fin |
|---|---|---|
Oakwood Capital Management LLC (California)
 Oakwood Capital Management LLC (California) Investment ManagersFinance Oakwood Capital Management LLC (Oakwood) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1998 and is a subsidiary of Wealth Enhancement Group LLC, which is owned by WEG Holdings LLC. Oakwood provides discretionary investment management services to individuals, high net-worth individuals, trusts, estates, charitable organizations, banks, corporations, IRA accounts, 401(k) plans, pension and profit-sharing plans, foundations, endowments, municipalities, and trusts. | Trading-Equity | 08/07/2021 |
RNC Capital Management LLC
 RNC Capital Management LLC Investment ManagersFinance RNC Capital Management LLC, dba Genter Capital Management (Genter Capital), is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1968 and is a wholly owned subsidiary of Genter Capital LLC. Genter Capital acts as investment adviser to the Genter Capital Dividend Income Fund (GDIIX). | Corporate Officer/Principal | - |
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| Entreprise privées | 2 |
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Oakwood Capital Management LLC (California)
Oakwood Capital Management LLC (California) Investment ManagersFinance Oakwood Capital Management LLC (Oakwood) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1998 and is a subsidiary of Wealth Enhancement Group LLC, which is owned by WEG Holdings LLC. Oakwood provides discretionary investment management services to individuals, high net-worth individuals, trusts, estates, charitable organizations, banks, corporations, IRA accounts, 401(k) plans, pension and profit-sharing plans, foundations, endowments, municipalities, and trusts. | Finance |
RNC Capital Management LLC
RNC Capital Management LLC Investment ManagersFinance RNC Capital Management LLC, dba Genter Capital Management (Genter Capital), is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1968 and is a wholly owned subsidiary of Genter Capital LLC. Genter Capital acts as investment adviser to the Genter Capital Dividend Income Fund (GDIIX). | Finance |
