Matt Coyne

Matt Coyne Email and Phone Number

Wealth Management Leader | School Board Director @ D.A. Davidson Companies
great falls, montana, united states
Matt Coyne's Location
Seattle, Washington, United States, United States
Matt Coyne's Contact Details

Matt Coyne personal email

n/a
About Matt Coyne

Experienced leader who puts a focus on coaching and mentoring others to maximize the success of the team. Areas of expertise include operational management, strategic planning, corporate finance and risk management. Community advocate with non-profit board, fundraising and public speaking experience.In the role of Chief Operating Officer, I lead teams to manage and implement initiatives to increase business results and effectiveness with an integral focus on the client and team member experience. I initiate guidance and coaching to executive leaders to support the ongoing success of the business while creating a diverse and inclusive work environment. Ten+ years of non-profit board leadership experience including corporate donor outreach, board development and cultural diversity awareness. Regular keynote speaker at community fundraising events.

Matt Coyne's Current Company Details
D.A. Davidson Companies

D.A. Davidson Companies

View
Wealth Management Leader | School Board Director
great falls, montana, united states
Employees:
976
Matt Coyne Work Experience Details
  • D.A. Davidson Companies
    Senior Vice President, Chief Operating Officer D.A. Davidson Trust Company
    D.A. Davidson Companies Jun 2020 - Present
    Seattle, Washington, United States
    I oversee all operational, risk management and client servicing functions of the business including the regular review of policies and procedures. In addition, I lead efforts to promote the benefits of engaging a corporate trustee in order to support the growth of the D.A. Davidson Trust Company. I also provide expertise and guidance on staff development and recruitment.
  • Wells Fargo Private Bank
    Senior Vice President, Business Initiatives Manager
    Wells Fargo Private Bank Aug 2011 - Jun 2020
    Bellevue, Wa
    Led a team of professionals who oversaw the regional execution of national Wealth Management strategic initiatives aimed at improving the client and team member experience as well as internal operating efficiency. Areas of strategic focus included technology, client financial planning, analytics/reporting, risk management and team member development.
  • Wells Fargo Private Bank
    Financial/Analytics Consultant
    Wells Fargo Private Bank Jul 2006 - Aug 2011
    Seattle, Wa
    Interpreted financial results and recommended solutions to executive leaders to increase revenue, reduce expense and maximize operating efficiency/quality; supported the completion of all components of the annual financial plan; championed innovative methods of leveraging analytical tools to evaluate performance and identify the "stories within the data" needed to inform executive-level decisions.
  • Wells Fargo Private Bank
    Risk Management Analyst
    Wells Fargo Private Bank Mar 2004 - Jul 2006
    Seattle, Wa
    Monitored risk management related issues for twelve investment managers covering a four state region; created management reporting on monthly revenue and expense trends; assisted with the successful completion of annual compliance reviews and group audits; managed new employee training for all investment management hires; supervised investment management support staff.
  • Wells Fargo Private Bank
    Investment Management Associate
    Wells Fargo Private Bank Jun 2001 - Mar 2004
    Seattle, Wa
    Recruited out of college to join the firm as an Investment Management Associate. Provided support to seven investment managers; performed trades in accounts; assisted with client servicing during meetings, on the phone and by preparing client presentations.

Matt Coyne Skills

Wealth Management Finance Risk Management Management Strategy Investments

Matt Coyne Education Details

Frequently Asked Questions about Matt Coyne

What company does Matt Coyne work for?

Matt Coyne works for D.a. Davidson Companies

What is Matt Coyne's role at the current company?

Matt Coyne's current role is Wealth Management Leader | School Board Director.

What is Matt Coyne's email address?

Matt Coyne's email address is ma****@****rgo.com

What schools did Matt Coyne attend?

Matt Coyne attended Seattle University.

What are some of Matt Coyne's interests?

Matt Coyne has interest in Toastmasters International.

What skills is Matt Coyne known for?

Matt Coyne has skills like Wealth Management, Finance, Risk Management, Management, Strategy, Investments.

Who are Matt Coyne's colleagues?

Matt Coyne's colleagues are Buddy Honshell, Cws®, Allie Kuester, Sarah Dittner, Chelsey Asef, Terry Judd, Todd Loescher, Nicholas Anderson.

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