Mark Copsey Email
Operations and Compliance Director (Central and East) @ Perspective Financial Group Ltd
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Mark Copsey Location
- Chelmsford, GB
Mark Copsey Work
- 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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Martyn Apfs
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John Kelly
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Mena Heer
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Andrew Gait
Branch Principal
Cardiff, GB
Jayne Fcim
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Jim Knights
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Lewis Benson
Financial Planner
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Samuel Planner
Director
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Evita Kraukle
Group Financial Controller
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Sara M.
Head of Paraplanning
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