Robin Email & Phone Number
Principal - Marketing Manager @ Copeland Capital Management LLC
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Robin Location
- Conshohocken, PA, US
Robin Work
- 2014 -now Principal - Marketing Manager @
- 2010 -2013 AVP, Key Accounts @
- 2007 -2010 Portfolio Associate @ Global Capital Management
- 1998 -2007 Relationship Manager @ Lockwood Advisors, Inc.
- 1993 -1998 Investment Consulting Analyst @
Robin Education
- Fox School of Business at Temple University
MBA (Finance)
1996-2000 - Washington University in St. Louis
BA (Economics)
1989-1993 - Lower Merion High School 1985-1989
Robin Skills
- Mutual Funds
- Asset Allocation
- Investment Advisory
- Wealth Management
- Portfolio Management
- Series 7
- Separately Managed Accounts
- Asset Management
- Investments
- Sales
- Investment Management
- Series 65
- Series 63
- Management
- Banking
- Account Management
- Project Management
Robin Summary
- Robin, based in Conshohocken, PA, US, is currently a Principal - Marketing Manager at Copeland Capital. Robin brings experience from previous roles at Clark Capital Management Group, Global Capital Management, Lockwood Advisors, Inc. and Smith Barney. Robin holds a 1996 - 2000 MBA in Finance @ Fox School of Business at Temple University. With a robust skill set that includes Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Portfolio Management and more. Robin has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Copeland Capital Management LLC Employees
Neil Adams
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Jeffrey Walkenhorst
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