David Copeland Email & Phone Number

Principal @ Strategic Wealth Partners (SWP)

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David Copeland's Location

Deerfield, IL, US

David Copeland's Work

Principal @ Strategic Wealth Partners (SWP)
Senior Managing Director @ Felsen Consulting, LLC
Vice President @ Merrill Lynch

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Banking @ BMO Transportation Finance

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David Copeland's Education

Northwestern University - Kellogg School of Management
MBA (1981)
1980 - 1981
University of Michigan
BBA (Finance)
1974 - 1978

David Copeland's Skills

Public Speaking
Leadership
Strategic Planning

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Alternative Investments
Strategic Financial Planning
High Net Worth Individuals
Management
Due Diligence
Investments
Banking

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David Copeland's Summary

David Copeland, based in Deerfield, IL, US, is currently a Principal at Strategic Wealth Partners (SWP), bringing experience from previous roles at Mesirow Financial, Merrill Lynch and Harris Bank. David Copeland holds a 1980 - 1981 MBA in 1981 @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Public Speaking, Leadership, Strategic Planning, Alternative Investments, Strategic Financial Planning and more, David Copeland contributes valuable insights to the industry. David Copeland has 1 email on RocketReach.

David Copeland Email Address

Found 1 email address listing:

@stratwealth.com

David Copeland Phone Number

Found 2 phone numbers:

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