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Geoffrey Cooper

Customer Experience Manager (San Antonio)

Geoffrey Cooper is a member of October Three’s marketing team and he arrived at the firm in August 2021 as a Customer Experience Manager. His primary focus is on enhancing the post-purchase experience for retirement plan advisors, plan sponsors and their participants who engage with the O3 Edge and Daily Platforms.

Geoffrey is also responsible for aiding O3’s relationship management teams with securing new and qualified business referrals by creating, leveraging, and advising on insights from customer journey roadmaps, user analytics, funnel mapping, detailed personas, and lead scoring mechanisms.

Geoffrey was drawn to October Three because of its simplistic, transparent, and thorough approach to retirement planning. He brings more than a decade of experience in corporate communications, strategic branding, integrated marketing campaigns, digital advertising, project management, software deployments, and customer success. His work spans across radio, news media, financial technology, and building products manufacturing industries.

When Geoffrey’s not in the office, he’s either catching up on the latest documentaries, lacing up his hiking boots to conquer trailheads nestled throughout Georgia, or helping his wife chase around their mischievous dog, Lola.

Geoffrey received a Bachelor of Arts in Mass Communications from N.C. Central University, and a Master of Science in Mass Communications from Virginia Commonwealth University.

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