William Coffey Email & Phone Number
Wealth Management Advisor, Partner @ RS Will Wealth Management
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William Coffey Location
- Washington, DC, US
William Coffey Work
- Wealth Management Advisor, Partner @ (September 2020 - Present)
- Wealth Management Advisor, Senior Vice President @ (April 2009 - September 2020)
- Financial Advisor @ CitiGroup Global Markets (February 2006 - April 2009)
- Financial Advisor @ Legg Mason Wood Walker, Inc (November 1993 - February 2006)
- Financial Analyst @ Johns Hopkins (November 1992 - November 1993)
William Coffey Education
- West Virgina University
Bachelor's Degree
1987-1991
William Coffey Skills
- Wealth Management
- Management
- Finance
- Business Development
- Asset Management
- Project Management
- High Net Worth Portfolio Management
- Sales
- Marketing
- Team Building
- Business Analysis
- Investments
- Microsoft Excel
- Portfolio Management
William Coffey Summary
- William Coffey, based in Washington, DC, US, is currently a Wealth Management Advisor, Partner at RS Will Wealth Management. William Coffey brings experience from previous roles at Merrill Lynch Wealth Management, CitiGroup Global Markets, Legg Mason Wood Walker, Inc and Johns Hopkins. William Coffey holds a 1987 - 1991 Bachelor's Degree @ West Virgina University. With a robust skill set that includes Wealth Management, Management, Finance, Business Development, Asset Management and more. William Coffey has 2 emails and 6 mobile phone numbers on RocketReach.
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