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Jamie Coffey

Jamie Coffey

President and CEO at Wealthfront Brokerage LLC | Wealthfront

Redwood City, California, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Jamie Coffey

Work Experience

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President and CEO at Wealthfront Brokerage LLC at

Wealthfront

January 2020 - Present

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President and COO Wealthfront Brokerage LLC at

Wealthfront

August 2016 - December 2019

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Sr. Operations Manager at

WEALTHFRONT CORPORATION

February 2016 - August 2016

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Vice President - Client Reporting at

LPL Financial

July 2014 - February 2016

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Senior Manager, Operations at

Td Ameritrade

April 2013 - July 2014

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Team Manager Settlements at

Td Ameritrade

October 2012 - March 2013

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Team Manager Operations Communications at

Td Ameritrade

March 2011 - October 2012

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Operations Manager at

August 2009 - March 2011

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Conversion Specialist at

June 2007 - August 2009

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Unit Manager at

Allstate Corporation

November 2006 - June 2007

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Broker Dealer Support Analyst/Brokerage Specialist at

Allstate Corporation

June 2004 - November 2006

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Investment Manager Analyst at

UMB Financial Corp

September 2002 - September 2003

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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

mail

***********@wealthfront.com

Colleagues

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Prabha Krishna

VP, People

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Austin Mckee

CTO, Wealthfront Brokerage

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Rakesh Vishnoi

Founder and Chief Executive Officer

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Kal Iyer

Vice President Of Engineering

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Katherine Wauck

Chief Communications Officer

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Daniel Carroll

Founder & Chief Strategy Officer

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Jamie Kelly

VP of Marketing

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