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Michael Cope, CFP®

Michael Cope, CFP®

Various Leadership Positions in Corporate Finance

Followers of Michael Cope, CFP®155 followers
location of Michael Cope, CFP®Evanston, Illinois, United States

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  • Timeline

  • About me

    User

  • Education

    • Tennessee Technological University

      -
      B.S.

    • Northwestern University

      2006 - 2007

    • Georgia State University - J. Mack Robinson College of Business

      1987 - 1989
      MBA

  • Experience

    • Kraft Foods

      Jan 1989 - Jan 1996
      Various Leadership Positions in Corporate Finance

      Held positions of increasing responsibility in Brand Management Controller, Marketing Finance, Capital Management, Manufacturing Operations

    • Searle

      Jan 1996 - Jan 2000
      Associate Director Finance

      Worldwide Capital Management, Global Manufacturing Accounting Consolidation & Reporting, Financial Planning, Reporting and Budgeting

    • Pfizer/Pharmacia/Searle

      Jan 2000 - Jan 2004
      Associate Director - New Products

      Evaluated global licensing / M&A opportunities. Developed commercialization options, for both internally developed and licensed products, by evaluating technology, internal capabilities, costs, market demand, market timing and tax strategies.

    • Citigroup / Smith Barney

      Jan 2006 - Jan 2009
      Financial Consultant / Financial Advisor

      Provided business advisory services focused on the unique financial needs of small biotech / pharma businesses and their owners/executives including exit plan strategies, cash management, qualified benefit plans, lending / leasing, investment / financial planning education, as well as wealth management. Licenses: NASD Series 7 General Securities; NASD Series 66 Registered Investment Advisor CERTIFIED FINANCIAL PLANNER™

    • Ehlert Financial Group

      Jan 2009 - Jan 2010
      Wealth Manager

      Financial planning and estate planning for families with special needs children and adults. Licenses: NASD Series 7 General Securities; NASD Series 66 Registered Investment Advisor; Illinois Life and Health Insurance License; CERTIFIED FINANCIAL PLANNER™

    • Pinnacle Planning Advisors

      Aug 2010 - now
      President / Senior Partner Financial Planning

    • The Learning Fund Foundation

      May 2014 - Sept 2016
      President, Board of Directors

      The Learning Fund Foundation is an independent, collaborative, 501(c)(3) charitable organization whose mission is to serve as a catalyst for innovation, enrichment and educational excellence all focused on advancing student development. The primary emphasis is on STEM-related (Science, Technology, Engineering and Math) education and the evolving requirements to be successful in a competitive world.

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™

      Certified Financial Planner Board of Standards, Inc

  • Volunteer Experience

    • President of Board of Directors

      Issued by The Learning Fund Foundation on May 2014
      The Learning Fund FoundationAssociated with Michael Cope, CFP®

    • Board Member

      Issued by The Learning Fund Foundation on Nov 2011
      The Learning Fund FoundationAssociated with Michael Cope, CFP®

    • Race Day Director

      Issued by Run For D103 5k Race on Feb 2015
      Run For D103 5k RaceAssociated with Michael Cope, CFP®