![Suzanne M. Cooper](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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 determines client’s wealth management goals, and then the firm seeks to attain above-market returns at below-market risk over stock and bond market cycles. Client portfolios are created using time-tested and innovative investment methodologies that are based on extensive quantitative methods and sound research. Oakwood typically rebalances a client’s portfolio when the difference between the client’s asset allocation guidelines and the portfolio is approximately plus or minus 20%. | Trading-Equity | 08/07/2021 |
RNC Capital Management LLC
 RNC Capital Management LLC Investment ManagersFinance Genter Capital manages investments using the common stocks of large and medium-cap corporations, government fixed income, and investment grade corporate and municipal fixed income. | Corporate Officer/Principal | - |
Expériences
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Entreprise privées
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19
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2
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Oakwood Capital Management LLC (California)
Oakwood Capital Management LLC (California) Investment ManagersFinance Oakwood determines client’s wealth management goals, and then the firm seeks to attain above-market returns at below-market risk over stock and bond market cycles. Client portfolios are created using time-tested and innovative investment methodologies that are based on extensive quantitative methods and sound research. Oakwood typically rebalances a client’s portfolio when the difference between the client’s asset allocation guidelines and the portfolio is approximately plus or minus 20%. | Finance |
RNC Capital Management LLC
RNC Capital Management LLC Investment ManagersFinance Genter Capital manages investments using the common stocks of large and medium-cap corporations, government fixed income, and investment grade corporate and municipal fixed income. | Finance |
