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@tscbank.com
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4 phones found area 781
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LinkedIn matched
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Craig J. Coffey, Jd is listed as TriState Capital Bank at TriState Capital Bank, a company with 238 employees, based in Greater Pittsburgh Region, United States, United States. AeroLeads shows a work email signal at tscbank.com, phone signal with area code 781, and a matched LinkedIn profile for Craig J. Coffey, Jd.
Craig J. Coffey, Jd previously worked as National Sales Director at Tristate Capital Bank and Co-Founder, General Counsel at O2X Human Performance. Craig J. Coffey, Jd holds Juris Doctorate from Boston College Law School.
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AeroLeads found 1 current-domain work email signal for Craig J. Coffey, Jd. Compare company email patterns before reaching out.
Experienced General Counsel, and wealth, banking, and estate planning professional with demonstrated revenue generation and estate planning skills. Have served as General Counsel, HR Head, and CTO.Experience consulting ultra-high net worth families in complex estate planning strategies. Includes successful client development, technical planning, consultation, and coordination with families’ advisory teams. Professional network extends into multifamily offices, attorneys, and tax advisors throughout the US UHWN marketplace. Founded O2X with three partners in 2014. Instrumental in growth of $3M+ annual revenue (as of 2017) with 14 employees. Served as General Counsel, HR Head, and CTO. Licensing across career: MA, RI & CT Bar, FINRA Series 6, FINRA Series 63, Life & Health in multiple jurisdictions
Listed skills include Investment Management, Hedge Funds, Private Equity, Wealth Management Services, and 18 others.
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Pittsburgh, Pennsylvania, United States
TriState Capital is a private and commercial bank serving registered investment advisors, broker dealers, family offices, and middle market businesses. TriState Capital is the preferred partner for RIAs and family offices that demand an uncommon degree of financial expertise and services. As you’ll discover, our ability to deliver flexible, innovative.
Massachusetts
Founded in 2014. Formed brand, established legal framework and processes, negotiated contracts, acquired trademark, registered entities in multiple jurisdictions, and established multiple company processes for scaling. Processes include tech stack, payment processing, payroll, liability stop loss, email platform, travel portal, software reporting tools.
Wellesley, MA
Estate planning related insurance planning (sourcing, designing, and closing), exclusively to clients with a minimum net worth of $50M. An M Financial Affiliate, Coyle Co. is a low volume practice, acquiring 6-8 new clients per year each with complex tax planning needs. Generated over $1M in annual gross revenue to firm. Annually recognized among the top.
Needham, MA
Estate design for retail clients ($1-20M NW), as an agent of Guardian Life Insurance Co. of America. Generated high volume of clients (50+) annually. Was top ten rookie nationally, and remained a top producer throughout tenure.
Providence, Boston
Associate in litigation and T&E department, responsible for researching and writing trial briefs, appearing in state court to present and argue trial motions, and supporting partners in various state and federal trials and negotiations. Counseled clients on litigation and negotiation matters, sat on hiring committee, conducted on-campus interviews.
Other employees you can reach at tscbank.com. View company contacts for 238 employees →
Jessica Binkiewicz
Colleague at Tristate Capital Bank
Edison, New Jersey, United States, United States
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Debbie Rodgers
Colleague at Tristate Capital Bank
Pittsburgh, Pennsylvania, United States, United States
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MP
Mary Piper
Colleague at Tristate Capital Bank
Cleveland, Ohio, United States, United States
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MA
Martin Ashoff
Colleague at Tristate Capital Bank
Pittsburgh, Pennsylvania, United States, United States
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EF
Ellen Frank
Colleague at Tristate Capital Bank
Greater Philadelphia, United States
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JN
Jimmy Nero
Colleague at Tristate Capital Bank
Pittsburgh, Pennsylvania, United States, United States
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KL
Kevin Lin
Colleague at Tristate Capital Bank
Greater Pittsburgh Region, United States
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MP
Marcus Prather
Colleague at Tristate Capital Bank
Pittsburgh, Pennsylvania, United States, United States
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KS
Kevin Schran
Colleague at Tristate Capital Bank
Greater Pittsburgh Region, United States
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DS
Dawn Smith
Colleague at Tristate Capital Bank
Pittsburgh, Pennsylvania, United States, United States
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Activities and Societies: Men's Crew Team, Civil Engineering Honor Society, NU Student Court - Chief Justice, Minor in Philosophy
Quick answers generated from the profile data available on this page.
Craig J. Coffey, Jd works for TriState Capital Bank.
Craig J. Coffey, Jd is listed as TriState Capital Bank at TriState Capital Bank.
AeroLeads has found 1 work email signal at @tscbank.com for Craig J. Coffey, Jd at TriState Capital Bank.
AeroLeads has found 4 phone signal(s) with area code 781 for Craig J. Coffey, Jd at TriState Capital Bank.
Craig J. Coffey, Jd is based in Greater Pittsburgh Region, United States, United States while working with TriState Capital Bank.
Craig J. Coffey, Jd has worked for Tristate Capital Bank, O2X Human Performance, The Coyle Company, Guardian Life, and Adler Pollock & Sheehan P.C..
Craig J. Coffey, Jd's colleagues at TriState Capital Bank include Jessica Binkiewicz, Debbie Rodgers, Mary Piper, Martin Ashoff, and Ellen Frank.
You can use AeroLeads to view verified contact signals for Craig J. Coffey, Jd at TriState Capital Bank, including work email, phone, and LinkedIn data when available.
Craig J. Coffey, Jd holds Juris Doctorate from Boston College Law School.
Craig J. Coffey, Jd is listed with skills including Investment Management, Hedge Funds, Private Equity, Wealth Management Services, Mergers And Acquisitions, Equities, Financial Services, and Securities.
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