COOPER S. GRESHAM
Columbia,SC
Summary
Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and ability to develop effective financial strategies. Collaborative team player with focus on achieving client satisfaction and adapting to changing market conditions.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Financial Advisor
COREBRIDGE FINANCIAL
12.2019 - Current
- Built lasting and impactful relationships with clients while helping them work toward long-term financial independence and retirement goals.
- Manage a book of business totaling 1,100+ clients.
- Developed strong relationships with administrators and HR managers to educate employees on retirement readiness and financial planning.
- Consistently maintained a client acquisition rate of 250+ new clients per year.
- Utilized various financial tools to assess client financial health, identify retirement shortfalls, and recommend tailored investment and insurance solutions.
- Facilitated meetings between senior advisors and clients, creating wealth-management opportunities for colleagues and improving client portfolio outcomes.
Intern
SOUTHEASTERN REAL ESTATE GROUP
05.2018 - 05.2019
- Assisted brokers by performing due diligence, generating and maintaining leads, and completing overflow property-management tasks.
- Gained hands-on exposure to all operational areas of a commercial real estate brokerage.
- Analyzed a comprehensive dataset of Section 8 properties across the Southeast, building experience in prospecting and identifying warm leads.
- Participated in client meetings and learned key strategies for effective sales, acquisition, and client relationship management.
Education
Bachelor of Science - Business Administration, Finance, Real Estate, Political Science
MOORE SCHOOL OF BUSINESS, University of South Carolina
Columbia, SC05.2019
Skills
- Relationship building and management
- Analytical thinking
- Retirement planning
- Account performance reviews
- Investment advice
- Critical thinking
Certification
- FINRA Series 7
- FINRA Series 66
- State Life & Health Insurance License – South Carolina & Georgia
Timeline
Financial Advisor
COREBRIDGE FINANCIAL
12.2019 - Current
Intern
SOUTHEASTERN REAL ESTATE GROUP
05.2018 - 05.2019
Bachelor of Science - Business Administration, Finance, Real Estate, Political Science
MOORE SCHOOL OF BUSINESS, University of South Carolina
AWARDS & ACTIVITIES
Outstanding Enrollments Award, 2nd-Year Advisor — Corebridge, President’s Circle 2024 — Corebridge