COO Connect Membership Application Form

Information provided on this application is confidential and accessible only by COO Connect. It is not disclosed to any members of COO Connect.
About your organization
Name of your organization: *
Telephone number:
Website address:
Building name:
Street name:
Town or city:
Zip or Postal Code:
State or Province(if applicable):
Value of total assets under management at latest available date:

Tell us the number of full time equivalent staff your organization employs in these :
  • Chief Executive Officer  
  • Chief Financial Officer  
  • Chief Technology Officer  
  • Relationship Manager  
  • Controller  
  • Accountant/Bookkeeper  
  • Human Resources Manager  
  • Portfolio Manager  
  • Senior Accountant  
  • Clerical Staff  
  • Compliance Officer  
  • Chief Investment Officer  
  • Chief Operating Officer  
  • Chief Compliance Officer  
  • Tax Manager  
  • Tax Accountant  
  • Executive/Administrative Assistants  
  • Investment Analysts  
  • Risk Manager  
  • Legal Counsel  

About yourself
First Name: *
Middle Initial:
Last Name: *
Profile Image
Email Address: *
Job Title:
Principal Job Function: *
Direct Telephone Number:
Mobile Telephone Number:
Name of your assistant(if applicable):
Direct Telephone Number of your assistant:
Mobile Telephone Number of your assistant:
Email Address of your assistant:

Your Business Address:

Building name :
Street Name:
Town or City:
Zip or Postal Code:
State or Province(if applicable):