Full Name
Bill Coppel
Job Title
Chief Client Growth Officer
Company
TradePMR
Speaker Bio
Bill develops and leads Advisor Evolution Sciences, TradePMR’s client growth platform. As Chief Client Growth Officer, Bill is focused on delivering insights, services, and solutions to help future-focused RIA firms achieve sustainable growth.
Before joining the TradePMR leadership team, Bill held leadership positions across the financial services industry. Most recently, Bill founded a consultancy firm focused on providing strategies and solutions to support the sustainable growth of wealth management firms. Bill has more than 30 years of industry experience, and holds his Series 7, 9, 10, and 63 securities licenses. Bill earned an MBA from Olin Business School at Washington University in St. Louis and is a graduate of the SIFMA Securities Industry Institute at The Wharton School of the University of Pennsylvania.
Before joining the TradePMR leadership team, Bill held leadership positions across the financial services industry. Most recently, Bill founded a consultancy firm focused on providing strategies and solutions to support the sustainable growth of wealth management firms. Bill has more than 30 years of industry experience, and holds his Series 7, 9, 10, and 63 securities licenses. Bill earned an MBA from Olin Business School at Washington University in St. Louis and is a graduate of the SIFMA Securities Industry Institute at The Wharton School of the University of Pennsylvania.
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