Verified recordFinancial Services

Scott Cop

Regional Director - Orange County at Fidelity Investments

Based in San Clemente, United States

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Seniority

Director

Department

General Business & Management

Location

San Clemente

Industry

Financial Services

Company size

84K

Contact information

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Email

1 credit

s•••••••@fidelity.com

Phone

5 credits

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Background

About Scott Cop

To summarize myself, my brand, and my objectives, I recall something that I learned years ago, but continues to provide me guidance today. The goal is to always be considered a "CLASS" act: C stands for Character. Doing what is right for the client and being honest about investments. L is Likability. Do business with good people and good friends. The best business is a partnership, not a transaction. A is always Action. Work hard. I always do what I say I will do and have 100% follow-up, all the time. S stands for Skill. A commitment to extensive product knowledge on IVZ and competitors. I have my MBA and I am currently pursuing my CIMA, advance expertise will help my clients. S means Something Different. Anyone that works with me, knows this is my secret sauce!

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