William Coffman Email
Associate @ J.P. Morgan
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William Coffman Location
- Charlotte, NC, US
William Coffman Work
- Associate @ (March 2026 - Present)
- Client Associate - SOAR Program @ (June 2025 - March 2026)
- Project Management Intern @ Valley Land Group (May 2024 - August 2024)
- Shift Lead @ The Frostee Shoppe (February 2019 - August 2022)
- Office Assistant @ Jackson Middle School (August 2020 - May 2021)
William Coffman Education
- West Virginia University
Bachelor of Science - BS (Economics)
2021-2025
William Coffman Skills
- Account Management
- Asset Allocation
- Asset-Based Lending
- Business Relationship Management
- Client Relations
- Client Services
- Collateral Management
- Collateralized Loan Obligations (CLO)
- Commercial Banking
- Credit Analysis
- Credit Risk Management
- Customer Contact
- Customer Relationship Management (CRM)
- Donor Advised Funds
- Estate Planning
- Financial Transaction Processing
- Foreign Currency Transactions
- International Banking
- International Business
- Intrapersonal Skills
- Liquidity Analysis
- Liquidity Risk Management
- Loan Syndications
- Mutual Funds
- Project Management
- Salesforce Reporting
- Wealth Transfer
William Coffman Summary
- William Coffman, based in Charlotte, NC, US, is currently a Associate at J.P. Morgan. William Coffman brings experience from previous roles at Fidelity Investments, Valley Land Group, The Frostee Shoppe and Jackson Middle School. William Coffman holds a 2021 - 2025 Bachelor of Science - BS in Economics @ West Virginia University. With a robust skill set that includes Account Management, Asset Allocation, Asset-Based Lending, Business Relationship Management, Client Relations and more. William Coffman has 1 emails on RocketReach.
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