Shawn Copeland

Role: Wealth Management Advisor at Northwestern Mutual
Location: Englewood, CO, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Wealth Management Advisor
Northwestern Mutual
Jan 2000 — Present
Shawn Copeland relies not only on his own knowledge and experience, but also on the expertise of a team of specialists available through the Network. Together, they can provide innovative solutions and professional direction to help clients accomplish their objectives. Please let Shawn know how he might be able to help you realize your vision for the future.

Skills

Time Management
Entrepreneurship
Sales Operations
Customer Retention
Direct Sales
Customer Service
Employee Benefits
Building Relationships
Life Insurance
Sales Process
Solution Selling
B2b
Relationship Management
Business Planning
Small Business
Lead Generation
Marketing
Sales Management
Insurance
Customer Satisfaction
Training
New Business Development
Investments
Leadership
Retirement Planning
Business Strategy
Coaching
Crm
Management
Team Building
Team Leadership
Selling
Marketing Strategy
Sales Presentations

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
s••••••••@nm.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

Northwestern Mutual

Financial Services · 38K employees · Founded 1857 · Milwaukee, Wisconsin, United States

At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term. Get financial clarity with a people-first plan designed to uncover new opportunities and potential blind spots. The right time to plan is right now. With $265.0 billion in assets under management, $28.1 billion in revenues, and over $1.8 trillion in life insurance protection in force, we've served more than 4.5 million people through our life, disability income, and long-term care insurance, annuities, brokerage, advisory services, trust services, and discretionary portfolio management solutions. Our wealth management company and investment services manage over $125 billion in client assets. We're proud to support our growing field force of financial advisors across the country, as well as our corporate office employees in Milwaukee and New York. As we continue to grow, we believe diversity makes us stronger in shaping the future of financial security. Explore career opportunities with us: https://jobs.northwesternmutual.com/. Financial representatives and interns are independent contractors, not Northwestern Mutual employees. https://www.northwesternmutual.com/social-media-guidelines

northwesternmutual.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Experience

Wealth Management Advisor

Skills

Find verified contacts for anyone on LinkedIn