Thomas Coffey Email & Phone Number
Director of Intermediary National Accounts and Platform Distribution-All Channels @ Tocqueville Asset Management
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Thomas Coffey Location
- Boston, MA, US
Thomas Coffey Work
- 2014 -now Director of Intermediary National Accounts and Platform Distribution-All Channels @
- 2003 -2013 SVP ■ Director of National Accounts and Portfolio Consultants-Independents, Banks, RIA and TAMPs @
- 1999 -2003 Sales Vice President ■ Senior National Account Manager @
- 1995 -1999 Internal Wholesaler and Key Account Manager Liaison @
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
- Wealth Management
- Asset Management
- Financial Advisory
- Securities
- Fixed Income
- Portfolio Management
- Investments
- Fixed Annuities
- Series 24
- Investment Management
- Hedge Funds
- Equities
- Financial Services
- Retirement
- Retirement Planning
- 401k
- Morningstar
- Networking
- Business Relationship Management
- Distribution
- Platform
- Liaison
- Key Account
- Separately Managed
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 3 emails and 1 mobile phone numbers on RocketReach.
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