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Tara Coogan

Tara Coogan

Registered Client Service Associate

Oppenheimer & Co. Inc.

I am part of a four person team whose mission is to assist clients with their investments and wealth management. My team prides itself on our high level of service and adaptability to meet our clients' needs. We believe the immediate term paves the way for the future, and we value financial planning with a big-picture scope.


I am interested in growing my experience with organizational leadership and leading teams. I feel strongly that businesses and groups operate most productively with transparency and consistent communication.

Though my scope of experience has been limited to the financial services industry, I believe I will find success and satisfaction within any environment. I am open-minded, productive, and extremely organized. I would like to play a role in shaping the careers and business practices of others within a leadership role.

Johnson & Wales University

Master's of Business Administration, Financial Services Management

Johnson & Wales University

Bachelor's, Business Management