Alan Coleman Email & Phone Number
Senior Vice President-Investments @ Wells Fargo Advisors
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Alan Coleman Location
- Daly City, CA, US
Alan Coleman Work
- Senior Vice President-Investments @ (May 1991 - Present)
- Senior Vice President @ (September 2007 - July 2010)
- Institutional Sales @ Smith Barney (January 1981 - January 1989)
Alan Coleman Education
- Ohio University
BA (English Lit & Poly Sci)
1964-1968 - Storm King School 1960-1964
Alan Coleman Skills
- Wealth Management
- Series 7
- Alternative Investments
- Asset Allocation
- Microsoft Office
- Investments
- Customer Service
- Sales Management
- Microsoft Excel
- Leadership
- Research
Alan Coleman Summary
- Alan Coleman, based in Daly City, CA, US, is currently a Senior Vice President-Investments at Wells Fargo Advisors, LLC. Alan Coleman brings experience from previous roles at Wachovia Securities Financial Network, LLC Predecessor Firm of Wells Fargo Advis and Smith Barney. Alan Coleman holds a 1964 - 1968 BA in English Lit & Poly Sci @ Ohio University. With a robust skill set that includes Wealth Management, Series 7, Alternative Investments, Asset Allocation, Microsoft Office and more. Alan Coleman has 1 emails and 2 mobile phone numbers on RocketReach.
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