Wealth Management Associate @ (June 2026 - September 2026)
Wealth Management Intern @ (May 2025 - August 2025)
Matthew Coffman Education
Loyola University Chicago
Bachelor of Business Administration (Finance and Economics)
2022-2026
Matthew Coffman Skills
Data Analysis
Data Manipulation
Microsoft Excel
Microsoft PowerPoint
Private Wealth Management
Public Speaking
Public Speaking Training
Matthew Coffman Summary
Matthew Coffman, based in Chicago, IL, US, is currently a Client Services Specialist at Corsalus Financial. Matthew Coffman brings experience from previous roles at Zacks Investment Management and Gresham Partners, LLC. Matthew Coffman holds a 2022 - 2026 Bachelor of Business Administration in Finance and Economics @ Loyola University Chicago. With a robust skill set that includes Data Analysis, Data Manipulation, Microsoft Excel, Microsoft PowerPoint, Private Wealth Management and more. Matthew Coffman has 1 emails on RocketReach.
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