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
- 2020 -now President and CEO at Wealthfront Brokerage LLC @
- 2016 -2019 President and COO Wealthfront Brokerage LLC @
- 2016 -2016 Sr. Operations Manager @
- 2014 -2016 Vice President - Client Reporting @ LPL Financial
- 2013 -2014 Senior Manager, Operations @
- 2012 -2013 Team Manager Settlements @
- 2011 -2012 Team Manager Operations Communications @
- 2009 -2011 Operations Manager @ Legent Clearing
- 2007 -2009 Conversion Specialist @ Legent Clearing
- 2006 -2007 Unit Manager @
- 2004 -2006 Broker Dealer Support Analyst and Brokerage Specialist @
- 2002 -2003 Investment Manager Analyst @
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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