Mitchell Coopersmith

Background

About Mitchell Coopersmith

Developing a diversified, dynamic team that works with clients to achieve a higher level of overall financial balance. We help clients protect themselves from unforeseen life events by executing comprehensive financial strategies that focus on saving and accumulating assets and increasing income while reducing exposure to risk and taxes. Our team helps assess four financial domains: Protection, Assets, Liabilities, and Cash Flow. We show clients how to become financially organized and design cash flow strategies to increase the likelihood of financial success. Specialties: Licensed Life, Accident and Health Producer in multiple state with skills in Sales, Global Custody, Customer Service, Client Relationship, Client Communication, Customer Retention, Team Management, Team Building, Managerial Experience, Call Center, Technical Writing, Training Development and Delivery, Cost Reduction, Problem Solving, Performance and Productivity Improvement, Business Analyst, Help Desk, Microsoft Word, Excel and PowerPoint /COMPLIANCE:2023-5354/