Barry Copeland Email & Phone Number
President
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Barry Copeland Location
- Erie, CO, US
Barry Copeland Work
- President @ Copeland Financial Services, LLC (September 2004 - Present)
- Major Account Outside Salesperson @ (December 1999 - December 2000)
- Major Account Outside Salesperson @ (July 1979 - December 1999)
- Engineering Manager @ (July 1967 - July 1979)
Barry Copeland Education
- College for Financial Planning
CFP Certification Program (Financial Planning and Services)
2013-2015 - Southern Methodist University
Master of Science (Electrical Engineering)
1964-1967 - The University of New Mexico
Bachelor of Science (Electrical Engineering)
1958-1963
Barry Copeland Skills
- Investments
- CDMA
- Portfolio Management
- Project Management
- Financial Analysis
- Wealth Management
- ETFs
- Retirement Planning
- Strategic Financial Planning
- Process Improvement
- Asset Allocation
- Asset Managment
- Telecommunications
- Data Analysis
- Retirement
- Change Management
- Cross-functional Team Leadership
- Asset Management
- Strategic Planning
- Leadership
- Program Management
- Marketing Strategy
- Public Speaking
- Financial Planning
- Cross Functional Team
- Cross Functional Team Leadership
- Strategic Financial
Barry Copeland Summary
- Barry Copeland, based in Erie, CO, US, is currently a President at Copeland Financial Services, LLC. Barry Copeland brings experience from previous roles at Agilent Technologies, Hewlett-Packard and Texas Instruments. Barry Copeland holds a 2013 - 2015 CFP Certification Program in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Investments, CDMA, Portfolio Management, Project Management, Financial Analysis and more. Barry Copeland has 1 emails and 1 mobile phone numbers on RocketReach.
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