Thomas Coffey Email & Phone Number
Director of Intermediary National Accounts and Platform Distribution-All Channels @ Tocqueville Asset Management
Thomas Coffey Location
Boston, MA, US
Thomas Coffey Work
- 2014 - now Director of Intermediary National Accounts and Platform Distribution-All Channels @ Tocqueville Asset Management
- 2003 - 2013 SVP ■ Director of National Accounts and Portfolio Consultants-Independents, Banks, RIA and TAMPs @ Amundi US
- 1999 - 2003 Sales Vice President ■ Senior National Account Manager @ John Hancock Financial Services
- 1995 - 1999 Internal Wholesaler and Key Account Manager Liaison @ Columbia Threadneedle Investments
Thomas Coffey Education
- Salem State University
Bachelor’s Degree (Geography)
Thomas Coffey Skills
- Series 7
- Mutual Funds
- Series 63
- Relationship Management
- Asset Allocation
- Separately Managed Accounts
- Investment Advisory
- Pensions
- Investment Strategies
- Series 6
Thomas Coffey Summary
Thomas Coffey, based in Boston, MA, US, is currently a Director of Intermediary National Accounts and Platform Distribution-All Channels at Tocqueville Asset Management. Thomas Coffey brings experience from previous roles at Pioneer Investments, John Hancock Funds and Columbia Management. Thomas Coffey holds a Bachelor’s Degree in Geography @ Salem State University. With a robust skill set that includes Series 7, Mutual Funds, Series 63, Relationship Management, Asset Allocation and more. Thomas Coffey has 4 emails and 1 mobile phone numbers on RocketReach.
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Top Tocqueville Asset Management Employees
-
Joseph Zock
Managing Director at Tocqueville Asset Management
New York, NY, US15+ -
Heather Perlmutter
Managing Director at Tocqueville Asset Management
New York, NY, US25+ -
David Harris
Managing Director at Tocqueville Asset Management
New York, NY, US25 -
Mason Sexton
Managing Director at Tocqueville Asset Management
New York, NY, US13 -
Robert Kramer
Managing Director at Tocqueville Asset Management
New York, NY, US25+ -
Kelsey Graham
Chief Compliance Officer at Tocqueville Asset Management
Vero Beach, FL, US23 -
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Keith Collazo
Head Trader at Tocqueville Asset Management
Vero Beach, FL, US25+ -
Michael Meltzer
Portfolio Manager at Tocqueville Asset Management
New York, NY, US25+ -
Rodman Moorhead
Portfolio Manager at Tocqueville Asset Management
New York, NY, US15+ -
Joshua Kaufthal
Portfolio Manager at Tocqueville Asset Management
New York, NY, US22
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