Derek Copeland Email & Phone Number
Principal @ Sentinel Grove Partners
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Derek Copeland Location
- Charlotte, NC, US
Derek Copeland Work
- 2023 -now Principal @
- 2023 -now Member Board of Directors @
- 2024 -now Member Board of Directors @
- 2017 -2023 President and CEO @ SilverRock Wealth Partners
- 2007 -2017 Sr. Vice President and Financial Advisor @
- 2001 -2007 FA @
- 2000 -2001 VP @
- 1996 -2000 Manager @ Accenture
Derek Copeland Education
- Columbia University in the City of New York
Bachelor of Science - Finance, Business Administration and Management, General (Certified Portfolio Manager)
1992-1996 - University of Florida
Bachelor of Science - Finance (Business Administration and Management, General)
1992-1996
Derek Copeland Skills
- Financial Reporting
- Investments
- Finance
- Financial Analysis
- Business Development
- Commercial Real Estate
- Microsoft Office
- Process Improvement
- Series 7
- Portfolio Management
- Alternative Investments
- Wealth Management
- Marketing
- Fixed Income
- Securities
- Customer Service
- Sales
Derek Copeland Summary
- Derek Copeland, based in Charlotte, NC, US, is currently a Principal at MCM Partners. Derek Copeland brings experience from previous roles at Nufabrx, Charlotte Mecklenburg Dream Center, SilverRock Wealth Partners and Morgan Stanley. Derek Copeland holds a 1992 - 1996 Bachelor of Science - Finance, Business Administration and Management, General in Certified Portfolio Manager @ Columbia University in the City of New York. With a robust skill set that includes Financial Reporting, Investments, Finance, Financial Analysis, Business Development and more. Derek Copeland has 1 emails and 1 mobile phone numbers on RocketReach.
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