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Cinzia Coppola

Vice President I Banker I J.P. Morgan Private Bank
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Cinzia Coppola is a driven individual with a diverse educational background and an impressive professional history in wealth management, finance, and client services. She studied Business Administration and Management, International Business, and Italian at Saint Michael's College, and later earned a certificate in Client Psychology from the Wharton Online program. She has also participated in an International Study Abroad Program in Italy, earning impressive grades in Italian, Business Administration, and Management.

Currently, Coppola is the Vice President and Associate Client Advisor at Northern Trust Wealth Management, where she applies a dynamic blend of technical expertise, analytical skills, and client-focused service. Her previous experience includes roles as Second Vice President, Senior Account Manager, and Officer at the same company, where she managed relationships with high net worth clients, coordinated account transfers, and developed strategies to improve client satisfaction. Additionally, she has worked as a Client Administration Associate at BBR Partners, a Client Services Associate- Trade Operations at Rochdale Investment Management, and a Transfer Agency Associate- Shareholder Services at International Fund Services (Ireland) Ltd, A State Street Company.

Coppola's experience in finance and client services reflects her passion for understanding customer needs and providing tailored solutions. She excels in relationship building, project management, and cross-functional communication. Her versatility, attention to detail, and strong work ethic make her an ideal fit for any team.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
This public profile is provided courtesy of Clay. All information found here is in the public domain.