Jonathan M. Copley
Director, Client Engagement @Creative Planning
Houston, TX, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Mar 2023 — Present
Director, Client Engagement @Creative Planning
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Downtown - Houston, TX, US
Director of Client Engagement for the State of Texas, and the Greater New Orleans Area
EDUCATION
2011 — 2015
Texas State University
Bachelor of Business Administration (B.B.A.), Marketing, McCoy College of Business
ABOUT JONATHAN M. COPLEY
Director, Client Engagement at Creative Planning
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