Kaitlin Kaitlin Gilson Copenhaver
Vice President - National Sales Director @Annexus Group
Signup · Get unlimited contacts
WORK HISTORY
Vice President - National Sales Director @Annexus Group
US
Vice President and National Sales Director at Annexus, one of the nation’s leading independent retirement planning product design and distribution companies, and a leading authority on fixed indexed annuities and registered index-linked annuities (RILAs). Regularly present at industry conferences and broker-dealer events from coast to coast, working with wholesalers and financial professionals. This is where my passions lie—providing superior training to existing and potential partners on unique features and benefits of RILAs and indexed retirement solutions, with the goal of helping them identify the best opportunities to serve their clients and grow their business. • Securities offered through Annexus Securities, LLC• Testimonials and endorsements received from my Connections were not solicited and they did not receive any form of compensation
EDUCATION
The Ohio State University
Bachelor of Arts, Strategic Communications, Marketing
ABOUT KAITLIN KAITLIN GILSON COPENHAVER
Results-driven sales executive and retirement income expert with 15+ years of experience in the financial services industry. Vice President and National Sales Director at Annexus, one of the nation’s leading independent retirement planning product design and distribution companies, and a leading authority on fixed indexed annuities and registered index-linked annuities (RILAs). Previously held leadership roles at Ash Brokerage and Nationwide Financial. Originally from Cleveland, I regularly present at industry conferences and broker-dealer events from coast to coast and work directly with financial professionals in the southeast and central regions. This is where my passions lie—providing superior training to existing and potential partners on unique features and benefits of RILAs and indexed retirement solutions, with the goal of helping them identify the best opportunities to serve their clients and grow their business. I graduated from The Ohio State University and holds FINRA series 6 and 63 professional licenses. She is currently pursuing her Certified Financial Planning designation through The American College. She resides in the Nashville area with her active-duty military husband Nick, two “bonus” kids Jackson and Charlee, and a sweet red-fox lab Rogan. The whole family enjoys being active in their local church, fitness and the outdoors, live music, travel, sports, and spending time with family and friends. • Securities offered through Integrity Capital, LLC.• Testimonials and endorsements received from my Connections were not solicited and they did not receive any form of compensation.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.