2024 -now Operations and Compliance Director (Central and East) @
2018 -2024 Director of Operations @
2014 -2017 Operations Director @
2002 -2014 Operations Director @ Unizone Independent Financial Advisers
2000 -2002 Paraplanner and Trainee Financial Advisor @ JBW Associates
1999 -2000 Trainee Financial Advisor @
Mark Copsey Education
The Plume School 1987-1991
Mark Copsey Skills
Financial Modeling
Financial Reporting
Financial Markets
Change Management
Project Management
Problem Solving
Team Leadership
Team Management
IT Strategy
IT Operations
Team Building
Leadership
Financial Services
Relationship Management
Financial Planning
Sales
Public Speaking
Strategy
Retirement Planning
Wealth Management
Mark Copsey Summary
Mark Copsey, based in Chelmsford, GB, is currently a Operations and Compliance Director (Central and East) at Perspective Financial Group Ltd. Mark Copsey brings experience from previous roles at Primera Wealth Management, Bellpenny, Unizone Independent Financial Advisers and JBW Associates. Mark Copsey holds a 1987 - 1991 The Plume School. With a robust skill set that includes Financial Modeling, Financial Reporting, Financial Markets, Change Management, Project Management and more. Mark Copsey has 1 emails on RocketReach.
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