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Dan Cope Location
Longmont, CO, US
Dan Cope Work
Education Manager @ (June 2025 - Present)
Customer Experience Manager @ (April 2021 - January 2026)
Customer Experience, Post-Auction and Curation @ (September 2018 - April 2021)
Auction Specialist and Copywriter @ (June 2017 - September 2018)
Regional Advisor Consultant and Sales Consultant @ (February 2016 - June 2017)
Senior Internal Wholesaler and Sales Consultant @ (June 2012 - January 2016)
Project Analyst @ (January 2010 - January 2012)
Dan Cope Education
Montana State University-Bozeman
(Mechanical Engineering)
Colorado State University
Bachelor's Degree (Economics)
Dan Cope Skills
People Management
Customer Relationship Management (CRM)
Analytical Skills
Project Management
Sales Management
Sales
Investments
Leadership
Mutual Funds
Marketing
Economics
Behavioral Finance
Financial Planning
Financial Services
Variable Annuities
Series 63
Fixed Annuities
PowerPoint
Salesforce.com
Series 6
Series 7
Retirement Planning
Key Account Management
Applied Psychology
Asset Management
Customer Service
Finance
Alternative Investments
Wealth Management
Business Development
Training
Business Strategy
Microsoft Office
Microsoft Word
Management
Social Media
Financial Analysis
Insurance
Fixed Index Annuities
Equity Indexed Annuities
ETFs
Dan Cope Summary
Dan Cope, based in Longmont, CO, US, is currently a Education Manager at Apex Wheels. Dan Cope brings experience from previous roles at Apex Wheels, Bring A Trailer Media LLC and OppenheimerFunds. Dan Cope holds a Montana State University-Bozeman. With a robust skill set that includes People Management, Customer Relationship Management (CRM), Analytical Skills, Project Management, Sales Management and more. Dan Cope has 3 emails and 1 mobile phone numbers on RocketReach.
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