Kent Kopen Email & Phone Number
Certified Liability Advisor @ Nationwide Loans
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Kent Kopen Location
- Austin, TX, US
Kent Kopen Work
- 2023 -now Certified Liability Advisor @
- 2007 -now Faculty Advisor @
- 2016 -2023 Certified Liability Advisor @
- 2012 -2016 VP Business Development @
- 2011 -2012 Financial Advisor, CRPC @
- 2010 -2011 Financial Advisor, CRPC @
Kent Kopen Education
- University of Southern California - Marshall School of Business
(MBA, Finance & Real Estate)
- University of Colorado at Boulder
(BS, Architectural Engineering & Construction Management)
- College for Financial Planning
(CRPC, CE, Financial Planning and Services)
2010
Kent Kopen Skills
- Leadership
- Estate Planning
- Financial Advisory
- Series 63
- Banking
- Financial Planners
- FHA financing
- Public Speaking
- Reverse Mortgages
- Insurance
- Retirement Planning
- Sales
- Chartered Retirement Planning Counselor
- Financial Planning
- Loan Origination
- Teaching
- Mortgage Banking
- Portfolio Management
- Mortgage Marketing
- Business Development
- Investments
- Mortgage Lending
- Refinance
- Mentoring
- Ca Real Estate Broker License
- NMLS Licensed
- Real Estate Financing
- Investment Advisory
- Ca Insurance License
- Financial Services
- Wealth Management
- Mutual Funds
- Underwriting
- Strategic Financial Planning
- Real Estate
- Asset Management
- Financial Literacy Training
- Wealth
- Certified Liability Advisor
- Small Business
- Management
- Project Management
- Coaching
- Commercial Lending
- Funding
- Liability Analysis
- Retirement
- Loans
- FHA
- Series 7
- Residential Mortgages
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 University of Southern California - Marshall School of Business. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Series 63, Banking and more. Kent Kopen has 1 emails and 2 mobile phone numbers on RocketReach.
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