Bill Coffey

VP-Product Manager, Banking, Lending & Trust, Wealth and Investment Management/ Wells Fargo Advisors

Role: Lead Product Manager - Vice President at Wells Fargo Advisors
Location: Charlotte, NC, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Bill Coffey

Experienced Product Manager with a demonstrated history of working in the financial…

Experience

Lead Product Manager - Vice President
Wells Fargo Advisors
Dec 1995 — Present · Charlotte, NC, US
My responsibilities include…

Education

University of Pittsburgh-Johnstown
B.A, Politics and Government
1981 — 1984

Skills

Finra
Fixed Annuities
Sifma
Relationship Management
Asset Allocation
Banking
Mutual Funds
Series 63
Investment Advisory
Financial Services
Portfolio Management
Asset Management
Series 7
Leadership
Business Process Improvement
Securities
Wealth Management
Management
Investments

Contact information

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Work email
•••••@wellsfargoadvisors.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Wells Fargo Advisors

Financial Services · 15K employees · St. Louis, Missouri, United States

With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis. At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it's a commitment. It's about honoring our relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social. Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. © 20••••25 Wells Fargo Clearing Services, LLC. All rights reserved. PM-09••••••••21 Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

wellsfargoadvisors.com

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About Bill Coffey

Experience

Lead Product Manager - Vice President

Education

University of Pittsburgh-Johnstown

Skills

Find verified contacts for anyone on LinkedIn