Jamie Coffey Email & Phone Number
President and CEO at Wealthfront Brokerage LLC @ Wealthfront
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Jamie Coffey Location
- Redwood City, CA, US
Jamie Coffey Work
- President and CEO at Wealthfront Brokerage LLC @ (January 2020 - Present)
- President and COO Wealthfront Brokerage LLC @ (August 2016 - December 2019)
- Sr. Operations Manager @ (February 2016 - August 2016)
- Vice President - Client Reporting @ LPL Financial (July 2014 - February 2016)
- Senior Manager, Operations @ (April 2013 - July 2014)
- Team Manager Settlements @ (October 2012 - March 2013)
- Team Manager Operations Communications @ (March 2011 - October 2012)
- Operations Manager @ Legent Clearing (August 2009 - March 2011)
- Conversion Specialist @ Legent Clearing (June 2007 - August 2009)
- Unit Manager @ (November 2006 - June 2007)
- Broker Dealer Support Analyst and Brokerage Specialist @ (June 2004 - November 2006)
- Investment Manager Analyst @ (September 2002 - September 2003)
Jamie Coffey Education
- University of Nebraska-Lincoln
MBA (Specialization: Finance)
2005-2008 - University of Nebraska-Lincoln
BSBA (Finance)
1999-2002
Jamie Coffey Skills
- Series 7, 24, 27, 53, 63, 99
- Series 7, 24, 53, 63
- Sales
- Business Analysis
- Training
- Financial Analysis
- Social Media
- Microsoft Excel
- Series 7
Jamie Coffey Summary
- Jamie Coffey, based in Redwood City, CA, US, is currently a President and CEO at Wealthfront Brokerage LLC at Wealthfront. Jamie Coffey brings experience from previous roles at Wealthfront, LPL Financial and TD Ameritrade. Jamie Coffey holds a 2005 - 2008 MBA in Specialization: Finance @ University of Nebraska-Lincoln. With a robust skill set that includes Series 7, 24, 27, 53, 63, 99, Series 7, 24, 53, 63, Sales, Business Analysis, Training and more. Jamie Coffey has 3 emails and 4 mobile phone numbers on RocketReach.
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