Marcus Coppens
Wealth Planner, Vice President @Barclays Wealth Management
Belfast, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Sep 2018 — Present
Wealth Planner, Vice President @Barclays Wealth Management
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Belfast, GB
EDUCATION
2006 — 2007
Institute of Financial Planning
Certified Financial Planner title achieved in 2007
2010 — 2013
CFA Institute
CFA Charterholder
2011 — 2011
The Chartered Institute for Securities and Investment
CISI Level 4 Certificate in Derivatives
1999 — 2006
Personal Finance Society
Chartered Financial Planner & Fellow PFS, Personal & business taxation, pensions, investments, corporate financial planning
2014 — 2016
The Manchester Metropolitan University
Master’s Degree, Financial Planning and Business Management - chosen area of research: Behavioural Finance
2008 — 2012
CFA Institute
Finance
SKILLS
Financial PlanningAsset ManagementPrivate BankingRetirementStrategic Financial PlanningMentoringRetirement PlanningInvestment ManagementStakeholder EngagementPensionsPension FundsWealth ManagementEquitiesInvestment StrategiesAlternative InvestmentsCorporate FinanceInvestment BankingWealth Management ServicesInvestmentsFinance
ABOUT MARCUS COPPENS
As a Wealth Planner for Barclays Private Bank and Wealth Management, I work with…
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