Greg Coffey Email & Phone Number
Senior Director, Client Executive and Client Portfolio Manager @ Russell Investments
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Greg Coffey Location
- Kirkland, WA, US
Greg Coffey Work
- Senior Director, Client Executive and Client Portfolio Manager @ (June 2013 - Present)
- Client Service Manager @ (July 2011 - June 2013)
- Senior Client Investment Analyst @ (July 2008 - July 2011)
- Investment Analyst @ (September 2005 - July 2008)
- Investment Performance Analyst @ (June 2003 - September 2005)
- Investment Services Representative @ (November 2002 - June 2003)
Greg Coffey Education
- Seattle University
Bachelors in Business Administration (Finance)
1999-2002
Greg Coffey Skills
- Investments
- Portfolio Management
- Asset Allocation
- Mutual Funds
- Investment Strategies
- Defined Benefit
- Defined Contribution
- Alternative Investments
- Asset Management
- Investment Management
- Equities
- Fixed Income Portfolio Management
- Endowments
- Foundations
- Portfolio Performance Analysis
- Client Presentation
- Sales Presentation Skills
- Financial Analysis
- Analysis
- Microsoft Word
- Financial Modeling
Greg Coffey Summary
- Greg Coffey, based in Kirkland, WA, US, is currently a Senior Director, Client Executive and Client Portfolio Manager at Russell Investments. Greg Coffey brings experience from previous roles at Russell Investments, Kibble & Prentice and Verus. Greg Coffey holds a 1999 - 2002 Bachelors in Business Administration in Finance @ Seattle University. With a robust skill set that includes Investments, Portfolio Management, Asset Allocation, Mutual Funds, Investment Strategies and more. Greg Coffey has 3 emails and 3 mobile phone numbers on RocketReach.
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