Brian Copsey Email & Phone Number
Chief Financial Officer @ Oxford Financial Group, Ltd.
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Brian Copsey Location
- Indianapolis, IN, US
Brian Copsey Work
- 2024 -now Chief Financial Officer @
- 2022 -2024 Senior Vice President - Finance and Capital Markets @ Family Office
- 2017 -2022 Senior Manager @
- 2016 -2017 Equity Research Analyst @ Brookfield Asset Management
- 2014 -2016 Equity Research Analyst @
- 2013 -2014 Investment Banking Analyst @
- 2012 -2013 Deals Professional - Valuation and Financial Due Diligence @
Brian Copsey Education
- University of Wisconsin-Madison - School of Business
BBA (Accounting)
- University of Wisconsin-Madison
Master of Accountancy
Brian Copsey Skills
- Microsoft Office
- Financial Modeling
- Project Management
- Investments
- Banking
- Research
- Financial Systems
- Mad
- PowerPoint
- Consulting
- Accounting
- Finalist
- Human Resources
- Belgium
- Western Europe
- Psi
- Sales
- Community
- Brussels
- System
- Marathon
- South East Asia
- FileMaker
- Return on Investment
- Video
- Inventory
- Business Administration
- Dec Alpha
- Microsoft Word
- Microsoft Excel
- Amortization Schedules
- Bank Deposits
- Cash
- Singapore
- IRR
- Complaints
- Fine Dining
- Customer Service
- Cashiering
- Accessibility
- Project
- SPI
- Software Lifecycle
- Management
- Hong Kong
- French
- Etiquette
- Pine
- Loans
- Working Capital Management
- Country
- Competition
Brian Copsey Summary
- Brian Copsey, based in Indianapolis, IN, US, is currently a Chief Financial Officer at Oxford Financial Group, Ltd.. Brian Copsey brings experience from previous roles at Family Office, United Airlines, Brookfield Asset Management and Pine River Capital Management. Brian Copsey holds a BBA in Accounting @ University of Wisconsin-Madison - School of Business. With a robust skill set that includes Microsoft Office, Financial Modeling, Project Management, Investments, Banking and more. Brian Copsey has 2 emails and 2 mobile phone numbers on RocketReach.
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Top Oxford Financial Group, Ltd. Employees
Carl Jackson
Managing Director
Indianapolis, IN, US
Laura Clark
Managing Director
Chicago, IL, US
Julia Weaver
Managing Director and Family Office Fellow
United States
Jason Brinks
Managing Director
Grand Rapids, MI, US
Nicholas Klein
Managing Director
Carmel, IN, US
Rob Webb
Managing Director
Carmel, IN, US
Cameron Johnson
Managing Director
Minnetonka, MN, US
Christopher Gioia
Managing Director
West Palm Beach, FL, US
Brian Copsey
Chief Financial Officer
Indianapolis, IN, US
David Lewis
Managing Director
Chicago, IL, US
Tim Wittenbrook
Managing Director
Cincinnati, OH, US
Alexandra Neff
Chief Marketing Officer
Indianapolis, IN, US
David Hecht
Managing Director
Carmel, IN, US
Scott Ryan
Managing Director
Indianapolis, IN, US
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