Stephen Cooper

Executive Director at Community Crew
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Contact Information
us****@****om
(386) 825-5501
Location
Fort Erie, Ontario, Canada, CA

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5.0

/5.0
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Allison Doucet

Stephen gave his time to help Community Crew prep lunches, write notes, and deliver the lunches. He gathered his team together while he was at RBC to make sure there was lunches at the welland site, and after leaving RBC he was there weekly helping in any way he can.

Annette Hamelin Coltart

This gentleman will go the extra mile to give you and answer all your querries. You won't be disappointed.Ask for Stephen Cooper Ron & Annette

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Credentials

  • Branch Compliance Officer
    Canadian Securities Institute
    Mar, 2021
    - Nov, 2024
  • CPR/AED/First Aid
    St. John Ambulance Ontario
    Oct, 2020
    - Nov, 2024
  • Leadership Development Program (2018)
    PenFinancial Credit Union
  • Licence- Mutual Funds (2008)
    The Investment Funds Institute of Canada (IFIC)
  • Registered Retirement Consultant (2013)
    Canadian Institute of Financial Planning

Experience

    • Canada
    • Non-profit Organizations
    • 1 - 100 Employee
    • Executive Director
      • Mar 2023 - Present

    • Canada
    • Banking
    • 700 & Above Employee
    • Branch Manager/ Branch Compliance Officer
      • Nov 2019 - Sep 2021

      - Oversaw all aspects of operations, including budgeting, coaching/ training, performance evaluation, handling client complaints, compliance, community engagement, sales, administration, and HR. - Served as part of volunteer communities for New Comers to Canada and the Royal Performance Awards. Recipient of the 2020 Community Leader Award. - Oversaw all aspects of operations, including budgeting, coaching/ training, performance evaluation, handling client complaints, compliance, community engagement, sales, administration, and HR. - Served as part of volunteer communities for New Comers to Canada and the Royal Performance Awards. Recipient of the 2020 Community Leader Award.

    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Assistant Branch Manager, Investment Specialist
      • Jun 2017 - Nov 2019

      - Maintained accountability for operational effectiveness and meeting/ exceeding internal metrics. - Served as brand ambassador for community partnerships/ events with Truly Local Commitment. - Maintained accountability for operational effectiveness and meeting/ exceeding internal metrics. - Served as brand ambassador for community partnerships/ events with Truly Local Commitment.

    • Canada
    • Banking
    • 700 & Above Employee
    • Wealth Advisor, Various Roles
      • Jun 2004 - Jun 2017

      - Held a variety of retail/ corporate banking roles across various locations, consistently demonstrating a commitment to client services while maintaining an up-to-date knowledge of market dynamics. - Held a variety of retail/ corporate banking roles across various locations, consistently demonstrating a commitment to client services while maintaining an up-to-date knowledge of market dynamics.

Education

  • Niagara College
    2004 - 2007

Community

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