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Jamie Coffey
Jamie Coffey
President and CEO at Wealthfront Brokerage LLC | Wealthfront
Redwood City, California, United States
Jamie Coffey
Summary
Jamie Coffey is an accomplished executive with extensive experience in the financial services industry, currently serving as the President and CEO of Wealthfront Brokerage LLC. With a strong foundation in finance, Jamie has held various leadership roles, including President and COO at the same company, showcasing a remarkable trajectory in the depository banking sector. Jamie's expertise is further underscored by a series of professional licenses, including Series 7, 24, and 63, which reflect a deep understanding of financial regulations and client relations. An alumnus of the University of Nebraska-Lincoln, Jamie holds both an MBA and a BSBA with a specialization in Finance. With a career spanning over two decades, Jamie has a proven track record of driving operational excellence and fostering innovation in financial services. Outside of work, Jamie is likely to engage in discussions about emerging financial technologies and their impact on traditional banking. Jamie's leadership style emphasizes collaboration and strategic growth, making a significant impact in the organizations worked with.
Jamie Coffey
Work Experience
President and CEO at Wealthfront Brokerage LLC at
Wealthfront
January 2020 - Present
President and COO Wealthfront Brokerage LLC at
Wealthfront
August 2016 - December 2019
Sr. Operations Manager at
WEALTHFRONT CORPORATION
February 2016 - August 2016
Vice President - Client Reporting at
LPL Financial
July 2014 - February 2016
Senior Manager, Operations at
Td Ameritrade
April 2013 - July 2014
Team Manager Settlements at
Td Ameritrade
October 2012 - March 2013
Team Manager Operations Communications at
Td Ameritrade
March 2011 - October 2012
Operations Manager at
August 2009 - March 2011
Conversion Specialist at
June 2007 - August 2009
Unit Manager at
Allstate Corporation
November 2006 - June 2007
Broker Dealer Support Analyst/Brokerage Specialist at
Allstate Corporation
June 2004 - November 2006
Investment Manager Analyst at
UMB Financial Corp
September 2002 - September 2003
Jamie Coffey
Education
University of Nebraska-Lincoln, Mba
January 2005 - January 2008
University of Nebraska-Lincoln, Bsba
January 1999 - January 2002
Frequently Asked Questions about Jamie Coffey
What is Jamie Coffey email address?
Jamie Coffey's primary email address is ***********@wealthfront.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Jamie Coffey work for?
Jamie Coffey is a President and CEO at Wealthfront Brokerage LLC at Wealthfront, a company specializing in Functions related to depository banking.
Where Jamie Coffey graduated from?
Jamie Coffey holds a degree in Specialization: Finance from University of Nebraska-Lincoln.
How can I directly contact Jamie Coffey?
To contact Jamie Coffey directly, you can use the email address ***********@wealthfront.com. Complete contact information is available upon registration with Muraena.
Who is Jamie Coffey?
Jamie Coffey is an accomplished executive with extensive experience in the financial services industry, currently serving as the President and CEO of Wealthfront Brokerage LLC. With a strong foundation in finance, Jamie has held various leadership roles, including President and COO at the same company, showcasing a remarkable trajectory in the depository banking sector. Jamie's expertise is further underscored by a series of professional licenses, including Series 7, 24, and 63, which reflect a deep understanding of financial regulations and client relations. An alumnus of the University of Nebraska-Lincoln, Jamie holds both an MBA and a BSBA with a specialization in Finance. With a career spanning over two decades, Jamie has a proven track record of driving operational excellence and fostering innovation in financial services. Outside of work, Jamie is likely to engage in discussions about emerging financial technologies and their impact on traditional banking. Jamie's leadership style emphasizes collaboration and strategic growth, making a significant impact in the organizations worked with.
Jamie`s contact details
***********@wealthfront.com
Colleagues
VP, People
CTO, Wealthfront Brokerage
Investor
Chairman
Founder and Chief Executive Officer
Vice President Of Engineering
Chief Communications Officer
Founder & Chief Strategy Officer
VP of Marketing