Michael Coats Email & Phone Number
Financial Planning Officer @ Truist Wealth
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Michael Coats Location
- Atlanta, GA, US
Michael Coats Work
- 2021 -now Financial Planning Officer @
- 2016 -2021 Financial Consultant @
- 2011 -2016 Investment Portfolio Manager - Portfolio Construction Group @ SunTrust Private Wealth Management
- 2009 -2011 Portfolio Manager @ US Trust
- 2005 -2009 Private Client Manager @ US Trust
- 2001 -2005 Portfolio Manager @
- 1997 -2001 Senior Compliance Examiner @ NASD
Michael Coats Education
- University of Delaware - Lerner College of Business and Economics
BS (Finance, Marketing)
1990-1995
Michael Coats Summary
- Michael Coats, based in Atlanta, GA, US, is currently a Financial Planning Officer at Truist Wealth. Michael Coats brings experience from previous roles at SunTrust Investment Services, Inc., SunTrust Private Wealth Management and US Trust. Michael Coats holds a 1990 - 1995 BS in Finance, Marketing @ University of Delaware - Lerner College of Business and Economics.
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