Brett Coffman Email & Phone Number
SVP | Wealth and Private Business Strategist, Corporate Advisory
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Brett Coffman Location
- Charlotte, NC, US
Brett Coffman Work
- 2023 -now SVP | Wealth and Private Business Strategist, Corporate Advisory @ PNC Private Bank Hawthorn
- 2020 -2023 Managing Director | NAPFA-Registered Financial Advisor @ Resilience Wealth Advisors - merged into Alpha Financial Advisors in 2023
- 2007 -2020 SVP | Business Transition Strategist @ Truist Bank (premerger BB&T) Business and Wealth Advisory Services Group
- 2006 -2018 Adjunct Professor (live and online) @ Various Universities
Brett Coffman Education
- University of Utah
B.S. Economics/B.S. Political Science
- Syracuse University - Martin J. Whitman School of Management
MBA - Organizational Behavior/Management
- Kansas State University
Ph.D. in Financial Planning, 4.0 GPA - Dissertation (The family business succession model: an exploratory analysis of factors impacting family business)
- New York University
Certificate - Personal Financial Planning
Brett Coffman Skills
- Critical Thinking
- Strategic Planning
- Executive Coaching
- Financial Planning
- Mergers & Acquisitions
- Project Management
- Tax
- Estate Planning
- Succession Planning
- Writing
- Research
- Finance
- Asset Protection
- Course Development
- Consulting
- Business Development
- Portfolio Management
- Business Analysis
- Risk Management
- Wealth Management
- Retirement Planning
- Change Management
- Asset Management
- Microsoft Office
- Management
- Teaching
- Presentations
- Thought Leadership
- Public Speaking
- Coaching
- Teamwork
- Leadership Development
- Platform Develpment
- Business Transition Planning
- Board Work
- Family Retreat Development
- Family Dynamics
- Vision and Mission Development
- Family Governance
- Family Business
- Financial Planning Metrics
- Business Governance
- Naviplan
- Key Employee Interviews
- Thought Leader
- WebEx
- Pre M&A
- B-Corp Consulting
- H&R Block Tax Course
- Prosci Change Management
Brett Coffman Summary
- Brett Coffman, based in Charlotte, NC, US, is currently a SVP | Wealth and Private Business Strategist, Corporate Advisory at PNC Private Bank Hawthorn. Brett Coffman brings experience from previous roles at Resilience Wealth Advisors - merged into Alpha Financial Advisors in 2023, Truist Bank (premerger BB&T) Business and Wealth Advisory Services Group and Various Universities. Brett Coffman holds a B.S. Economics/B.S. Political Science @ University of Utah. With a robust skill set that includes Critical Thinking, Strategic Planning, Executive Coaching, Financial Planning, Mergers & Acquisitions and more. Brett Coffman has 1 emails and 1 mobile phone numbers on RocketReach.
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