Alan Coleman's Location

Daly City, CA, US

Alan Coleman's Work

Alan Coleman's Education

  • Ohio University

    BA (English Lit & Poly Sci)

    1964 - 1968
  • Storm King School

    1960 - 1964

Alan Coleman's Skills

  • Wealth Management
  • Series 7
  • Alternative Investments
  • Asset Allocation
  • Microsoft Office
  • Investments
  • Customer Service
  • Sales Management
  • Microsoft Excel
  • Leadership

Alan Coleman's Summary

Alan Coleman, based in Daly City, CA, US, is currently a Senior Vice President-Investments at Wells Fargo Advisors, LLC, bringing 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 contributes valuable insights to the industry. Alan Coleman has 2 emails on RocketReach.

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