Kent Kopen Email & Phone Number
Certified Liability Advisor @ Nationwide Loans
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Kent Kopen Location
- Austin, TX, US
Kent Kopen Work
- Certified Liability Advisor @ (June 2023 - Present)
- Faculty Advisor @ (July 2007 - Present)
- Certified Liability Advisor @ (September 2016 - May 2023)
- VP Business Development @ (February 2012 - September 2016)
- Financial Advisor, CRPC @ (January 2011 - January 2012)
- Financial Advisor, CRPC @ (March 2010 - August 2011)
Kent Kopen Education
- USC Marshall School of Business
MBA (Finance & Real Estate)
- University of Colorado Boulder
BS (Architectural Engineering & Construction Management)
- College for Financial Planning
CRPC (CE, Financial Planning and Services)
2010
Kent Kopen Skills
- Asset and Liability Management (ALM)
- Banking
- Business Development
- Coaching
- Debt Management
- Estate Planning
- FHA
- FHA financing
- Financial Advisory
- Financial Services
- Insurance
- Investment Advisory
- Investments
- Leadership
- Loan Origination
- Loans
- Management
- Mortgage Banking
- Mortgage Lending
- Project Management
- Public Speaking
- Real Estate
- Real Estate Financing
- Refinance
- Relocation
- Residential Mortgages
- Retirement
- Retirement Planning
- Reverse Mortgages
- Sales
- Series 7
- Small Business
- Strategic Financial Planning
- Wealth Management
- Series 63
- Financial Planners
- Chartered Retirement Planning Counselor
- Financial Planning
- Teaching
- Portfolio Management
- Mortgage Marketing
- Mentoring
- Ca Real Estate Broker License
- NMLS Licensed
- Ca Insurance License
- Mutual Funds
- Underwriting
- Asset Management
- Financial Literacy Training
- Wealth
- Certified Liability Advisor
- Commercial Lending
- Funding
- Liability Analysis
Kent Kopen Summary
- Kent Kopen, based in Austin, TX, US, is currently a Certified Liability Advisor at Nationwide Loans. Kent Kopen brings experience from previous roles at National Institute of Financial Education, United American Mortgage Corporation, Emery Financial and Morgan Stanley. Kent Kopen holds a MBA in Finance & Real Estate @ USC Marshall School of Business. With a robust skill set that includes Asset and Liability Management (ALM), Banking, Business Development, Coaching, Debt Management and more. Kent Kopen has 1 emails and 2 mobile phone numbers on RocketReach.
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