Casey Coffman Email

Senior Wealth Strategy Associate - Financial Planning Specialist @ UBS Group AG

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Casey Coffman Location

Washington, DC, US

Casey Coffman Work

2024 - now Senior Wealth Strategy Associate - Financial Planning Specialist @ UBS Group AG
2022 - 2024 Wealth Management Associate @ Morgan Stanley
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2021 - 2022 Portfolio Associate @ Morgan Stanley
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2018 - 2021 Registered Associate @ Morgan Stanley
2017 - 2018 Client Service Associate @ Morgan Stanley
2017 - 2017 Senior Specialist, EFT Operations @ PenFed Credit Union
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2015 - 2016 ACH Specialist @ Energy Federal Credit Union
2013 - 2015 Platform Sales and Service Specialist @ PeoplesBank, A Codorus Valley Company
2012 - 2013 Assistant Financial Center Manager @ PeoplesBank, A Codorus Valley Company
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2009 - 2012 Bank Teller @ PeoplesBank, A Codorus Valley Company
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Casey Coffman Education

Empire Beauty School-York
Cosmetology License (Cosmetology/Cosmetologist, General)
2011 - 2013
Kennard Dale High School
High School Diploma
2004 - 2008
York College of Pennsylvania

Casey Coffman Summary

Casey Coffman, based in Washington, DC, US, is currently a Senior Wealth Strategy Associate - Financial Planning Specialist at UBS. Casey Coffman brings experience from previous roles at Morgan Stanley. Casey Coffman holds a 2011 - 2013 Cosmetology License in Cosmetology/Cosmetologist, General @ Empire Beauty School-York. Casey Coffman has 2 emails on RocketReach.

Casey Coffman Emails

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