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Michael Coffey Location
Wheaton, IL, US
Michael Coffey Work
2024 -now Divisional Vice President @
2020 -2024 National Sales Director @
2019 -2020 Director @
2007 -2019 Regional Director - Vice President @
2004 -2007 Internal Wholesaler @
2002 -2004 Mutual Fund Sales Desk @
1998 -2004 Intelligence Analyst @
Michael Coffey Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
2008-2011
Loyola College in Maryland
Bachelor of Business Administration (BBA) (Finance, General)
1997-2002
Michael Coffey Skills
Mutual Funds
Financial Advisory
Investments
Series 7
Asset Allocation
Program Management
Sales
Wealth Management
Sales Operations
Series 63
Alternative Investments
Asset Management
Equities
Retirement Planning
Securities
Fixed Income
Retirement
Portfolio Management
Financial Services
Separately Managed Accounts
Michael Coffey Summary
Michael Coffey, based in Wheaton, IL, US, is currently a Divisional Vice President at Corebridge Financial. Michael Coffey brings experience from previous roles at Franklin Templeton and Legg Mason. Michael Coffey holds a 2008 - 2011 MBA @ DePaul University - Charles H. Kellstadt Graduate School of Business. With a robust skill set that includes Mutual Funds, Financial Advisory, Investments, Series 7, Asset Allocation and more. Michael Coffey has 3 emails and 1 mobile phone numbers on RocketReach.
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