Shannon Koffman's Location
California, United States
Shannon Koffman's Work
- Registered Wealth Advisor @ RBC Wealth Management
- Portfolio Manager, Investment Analyst, Wealth Advisor for Wealth Management @ Morgan Stanley
- Vice President - Portfolio Manager, Financial Advisor at Citi Private Wealth Management @ Citi
Shannon Koffman's Education
- Investment Banking Institute2012 - 2012
- The Ohio State University
Bachelor of Science (Economics, Engineering)
1992 - 1998
Shannon Koffman's Skills
- Visual Effects
- Strategic Partnerships
- Strategy
- Energy
- Program Management
- New Business Development
- Renewable Energy
- Visual Effects Design
- Integration
- Business Development
Shannon Koffman's Summary
Shannon Koffman, based in California, United States, is currently a Registered Wealth Advisor at RBC Wealth Management, bringing experience from previous roles at Morgan Stanley, Citi, Sutton Management Consulting and Controlco. Shannon Koffman holds a 2012 - 2012 Investment Banking Institute. With a robust skill set that includes Visual Effects, Strategic Partnerships, Strategy, Energy, Program Management and more, Shannon Koffman contributes valuable insights to the industry. Shannon Koffman has 5 emails and 1 mobile phone number on RocketReach.
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