Mark Koeppen Email & Phone Number
Director, Sales @ LeafHouse
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Mark Koeppen Location
- Denver, CO, US
Mark Koeppen Work
- 2026 -now Director, Sales @
- 2024 -2024 Director, Strategic Wealth @
- 2017 -2023 Senior Vice President, Strategic Rollovers @
- 2014 -2017 Vice President, Business Development, Retirement Services @
- 2012 -2013 Mortgage Planner @
- 2005 -2012 Senior Account Executive and Western Regional Director @
- 1996 -2005 Director, Institutional Partnership Management @
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
- 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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