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Mark Copsey Location
Chelmsford, GB
Mark Copsey Work
Operations and Compliance Director (Central and East) @ (June 2024 - Present)
Director of Operations @ (January 2018 - May 2024)
Operations Director @ (November 2014 - October 2017)
Operations Director @ Unizone Independent Financial Advisers (October 2002 - October 2014)
Paraplanner and Trainee Financial Advisor @ JBW Associates (April 2000 - October 2002)
Trainee Financial Advisor @ (September 1999 - April 2000)
Mark Copsey Education
The Plume School 1987-1991
Mark Copsey Skills
Acquisition Integration
Business Development
Business Strategy
Change Management
Entrepreneurship
Financial Markets
Financial Modeling
Financial Planning
Financial Reporting
Financial Services
IT Operations
IT Strategy
Leadership
Operations Management
People Management
Problem Solving
Project Management
Regulatory Compliance
Relationship Management
Team Building
Team Leadership
Team Management
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 Acquisition Integration, Business Development, Business Strategy, Change Management, Entrepreneurship and more. Mark Copsey has 1 emails on RocketReach.
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