Stuart Coats Email & Phone Number
President @ Coats Financial Planning, Inc.
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Stuart Coats Location
- Louisville, KY, US
Stuart Coats Work
- 2000 -now President @
- 1998 -2000 Finance Manager @
- 1990 -1998 Financial Analyst @
Stuart Coats Education
- Indiana University - Kelley School of Business
MBA (Finance)
1988-1990 - University of Kentucky
BBA (Finance)
1982-1986
Stuart Coats Skills
- High Net Worth Individuals
- Retirement Planning
- Financial Planning
- Tax Planning
- Investment Advisory
- Portfolio Management
- Asset Allocation
- Retirement Plan Consulting
- College Savings Plans
- Estate Planning
- Insurance Planning
- Management
- Microsoft Office
- Research
- Finance
- BLS
- Hospitals
- Cross Functional Team
- Forecasting
- Business Development
- Investments
- Process Improvement
- Strategic Planning
- Strategy
- Sales Management
- Asset Management
- New Business Development
- Financial Analysis
- Budgets
- Strategic Financial
- Mergers and Acquisitions
Stuart Coats Summary
- Stuart Coats, based in Louisville, KY, US, is currently a President at Coats Financial Planning, Inc.. Stuart Coats brings experience from previous roles at General Electric and Ford Motor Company. Stuart Coats holds a 1988 - 1990 MBA in Finance @ Indiana University - Kelley School of Business. With a robust skill set that includes High Net Worth Individuals, Retirement Planning, Financial Planning, Tax Planning, Investment Advisory and more. Stuart Coats has 2 emails and 1 mobile phone numbers on RocketReach.
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