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Jeffrey Mccoy

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Jeffrey Mccoy

Senior Vice President/Investments, Branch Manager - Stifel | Stifel Financial Corp.

California, United States

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Jeffrey Mccoy

Summary

Jeffrey McCoy is a seasoned financial services professional with over three decades of experience in investment management and branch operations. Currently serving as Senior Vice President and Branch Manager at Stifel, he is committed to client-first principles and the recruitment of top financial advisors. His extensive background includes leadership roles at Wachovia Securities and A.G. Edwards, where he honed his skills in managing teams and client portfolios. Jeffrey holds multiple FINRA licenses, demonstrating his deep understanding of the financial regulatory landscape. A graduate of San Diego State University, he combines academic knowledge with practical experience to navigate complex financial challenges. His career trajectory reflects a dedication to excellence in the securities industry, making him a respected figure in the Greater San Diego area. Outside of work, he is passionate about mentoring the next generation of financial advisors. With a focus on innovation and client service, Jeffrey continues to make significant contributions to the field of finance.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Jeffrey Mccoy

Work Experience

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Senior Vice President/Investments, Branch Manager - Stifel at

Stifel Financial Corp.

February 2009 - Present

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Vice President/ Branch Manager at

Wachovia Securities Holdings, LLC

January 2008 - February 2009

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Vice President/Branch Manager at

AG Edwards

April 1991 - January 2008

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Vice President at

Iaf Securities

June 1989 - April 1991

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Investment Broker at

PRUDENTIAL SECURITIES PTY. LTD.

August 1987 - June 1989

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Investment Broker at

Chicago Transit Authority

December 1985 - August 1987

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Jeffrey Mccoy

Education

San Diego State University, Bachelor Of Science (B.S.)

January 1979 - January 1983

Frequently Asked Questions about Jeffrey Mccoy

What is Jeffrey Mccoy email address?

Jeffrey Mccoy's primary email address is ******@stifel.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jeffrey Mccoy work for?

Jeffrey Mccoy is a Senior Vice President/Investments, Branch Manager - Stifel at Stifel Financial Corp., a company specializing in Monetary Authorities-Central Bank.

Where Jeffrey Mccoy graduated from?

Jeffrey Mccoy holds a degree in Business Administration, Accounting from San Diego State University.

How can I directly contact Jeffrey Mccoy?

To contact Jeffrey Mccoy directly, you can use the email address ******@stifel.com. Complete contact information is available upon registration with Muraena.

Who is Jeffrey Mccoy?

Jeffrey McCoy is a seasoned financial services professional with over three decades of experience in investment management and branch operations. Currently serving as Senior Vice President and Branch Manager at Stifel, he is committed to client-first principles and the recruitment of top financial advisors. His extensive background includes leadership roles at Wachovia Securities and A.G. Edwards, where he honed his skills in managing teams and client portfolios. Jeffrey holds multiple FINRA licenses, demonstrating his deep understanding of the financial regulatory landscape. A graduate of San Diego State University, he combines academic knowledge with practical experience to navigate complex financial challenges. His career trajectory reflects a dedication to excellence in the securities industry, making him a respected figure in the Greater San Diego area. Outside of work, he is passionate about mentoring the next generation of financial advisors. With a focus on innovation and client service, Jeffrey continues to make significant contributions to the field of finance.

Jeffrey`s contact details

mail

******@stifel.com

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