Jon Coughlin Email
Private Wealth Advisor @ Munroe Morrow Wealth Management
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Jon Coughlin Location
- Boston, MA, US
Jon Coughlin Work
- Private Wealth Advisor @ (June 2019 - Present)
- Associate @ (March 2018 - June 2019)
- Financial Representative @ (January 2017 - January 2018)
- Wealth Management Intern @ (December 2016 - January 2017)
- Loan Analyst @ (January 2017 - January 2017)
- Operations Intern @ (June 2015 - August 2015)
- Intern @ (July 2014 - December 2014)
Jon Coughlin Education
- University of New Hampshire
Bachelor of Business Administration (B.B.A.) (Finance)
2013-2017
Jon Coughlin Skills
- Customer Service
- Equity Compensation
- Estate Planning
- Investments
- LAH
- Leadership
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Public Speaking
- Retirement Planning
- Risk Management
- Sales
- Series 7
- Social Media
- Social Networking
- Tax Strategies
- Teamwork
- Time Management
- Wealth Management
Jon Coughlin Summary
- Jon Coughlin, based in Boston, MA, US, is currently a Private Wealth Advisor at Munroe Morrow Wealth Management. Jon Coughlin brings experience from previous roles at Cantella & Co., Inc., AXA Advisors, LLC, Shepherd Financial Partners and LendingClub. Jon Coughlin holds a 2013 - 2017 Bachelor of Business Administration (B.B.A.) in Finance @ University of New Hampshire. With a robust skill set that includes Customer Service, Equity Compensation, Estate Planning, Investments, LAH and more. Jon Coughlin has 2 emails on RocketReach.
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