Ross Copeland's Location
Shawnee, KS, US
Ross Copeland's Work
- Financial Planner @ Creative Planning
- Financial Advisor @ Resources Investment Advisors Inc
- Client Relationship Manager @ OneDigital Health and Benefits
- Client Relationship Manager @ Bukaty Companies Financial Services - A OneDigital Company
- Client Service Associate @ Bukaty Companies Financial Services - A OneDigital Company
- Alternative Investments Specialist @ International Fund Services (NA) LLC, A State Street Company
- Bank Teller @ Landmark National Bank
- Pro Shop Attendant @ Shawnee Country Club
- Intern Agent @ New York Life
Ross Copeland's Education
- Washburn University
Bachelor of Business Administration (BBA) (Finance)
2009 - 2014 - Washburn University
Bachelor of Business Administration (BBA) (Marketing)
2009 - 2014 - Plainville High School2005 - 2009
Ross Copeland's Skills
- Insurance
- Investments
- Leadership
- Customer Service
- Social Media
- Life Insurance
- Public Speaking
- Microsoft Office
- Fixed Annuities
- Marketing
Ross Copeland's Summary
Ross Copeland, based in Shawnee, KS, US, is currently a Financial Planner at Creative Planning, bringing experience from previous roles at OneDigital | Retirement + Wealth, OneDigital and Bukaty Companies Financial Services. Ross Copeland holds a 2009 - 2014 Bachelor of Business Administration (BBA) in Finance @ Washburn University. With a robust skill set that includes Insurance, Investments, Leadership, Customer Service, Social Media and more, Ross Copeland contributes valuable insights to the industry. Ross Copeland has 2 emails on RocketReach.
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