Vice President, Business Development, Retirement Services @ (January 2014 - November 2017)
Mortgage Planner @ (December 2012 - December 2013)
Senior Account Executive and Western Regional Director @ (July 2005 - July 2012)
Director, Institutional Partnership Management @ (September 1996 - July 2005)
Mark Koeppen Education
University of Northern Colorado
Bachelor of Arts (Economics; Finance)
Mark Koeppen Skills
Business Development
Strategic Thinking
Strategic Leadership
Business Relationship Management
Manage Complex Projects
Influence At All Levels
Presentation Skills
Board Presentations
Conference Speaking
Analytical Skills
Management
Negotiation
Customer Relationship Management (CRM)
Enterprise Account Management
Retirement Plan Consulting
Complex Sales
Sales
ERISA
Retirement
Qualified Retirement Plans
401(k) Retirement Savings Plans
401k
403(b) Plans
IRAs
Employee Benefits
Investment Advisory
Investment Strategies
Investment Management
Investments
Mutual Funds
Fixed Annuities
Retirement Planning
Pensions
Easily Adaptable
Team Leadership
Marketing Strategy
Coaching
Value Propositions
Financial Services
Project Management
Strategic Planning
C-Level Relationships
C-Level Negotiations
C-Level Presentations
Account Management
Financial Planning
Mortgage Lending
Mortgage Refinancing
Mortgage Consulting
Risk Management
Contract Negotiation
Cost Reduction
Cross-functional Team Leadership
Data-driven Decision Making
Fiduciary Services
Institutional Client Management
Investment Research
Market Share Growth
Public Speaking
ROI Optimization
Request for Proposal (RFP)
Retirement Business Growth & Retention
Return on Equity (ROE)
Revenue Generation
Strategic Financial Planning
Pension Administration
Leadership
Finance
Microsoft Excel
C Level Presentations
401k Retirement Savings Plans
Strategy
Marketing
C Level Negotiations
C Level Relationships
401 Retirement Savings Plans
Mark Koeppen Summary
Mark Koeppen, based in Denver, CO, US, is currently a Director, Sales at LeafHouse®. Mark Koeppen brings experience from previous roles at Granite Group Advisors, IPX Retirement, Millennium Trust Company and MegaStar Financial. Mark Koeppen holds a Bachelor of Arts in Economics; Finance @ University of Northern Colorado. With a robust skill set that includes Business Development, Strategic Thinking, Strategic Leadership, Business Relationship Management, Manage Complex Projects and more. Mark Koeppen has 2 emails and 4 mobile phone numbers on RocketReach.
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