David Coffey
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David Coffey Email & Phone Number

APA Banking at Morgan Stanley
Location: Toronto, Ontario, Canada 6 work roles 2 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Role
APA Banking
Location
Toronto, Ontario, Canada
Company size

Who is David Coffey? Overview

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Quick answer

David Coffey is listed as APA Banking at Morgan Stanley, a company with 78669 employees, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for David Coffey.

David Coffey previously worked as Operations Team at Morgan Stanley and Account Administrator at Canaccord Genuity Wealth Management Canada. David Coffey holds Accredited Product Advisor, Banking And Financial Support Services from Institute Of Banking Ireland (Iob).

Company email context

Email format at Morgan Stanley

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Morgan Stanley

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Profile bio

About David Coffey

Dedicated and organised financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments.

Current workplace

David Coffey's current company

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Morgan Stanley
Morgan Stanley
APA Banking
new york, new york, united states
Employees
78669
AeroLeads page
6 roles

David Coffey work experience

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Credit Card Fraud Analyst

  • Trained in Visa Credit card security service across the Republic of Ireland and the United Kingdom.
  • Communicated with customers to identify fraudulent and genuine transactions.
  • Reviewed, verified and identified customer transactions to detect and prevent financial crimesactivities.
  • Conducted reviews of flagged transactions and reports that showed potential suspicious activity.
  • Inputted all information regarding fraud investigations into detailed reports that were submitted toclients.
  • Cancelled and issued new credit cards.
Mar 2020 - May 2021

Hybrid Team

  • Followed up with customers via a Customer Experience Survey, worked alongside the complaints department which typically involved an outbound call correcting issues or errors to ensure customers are satisfied with the.
  • Answered secure emails sent in by customers ensuring all emails were responded within 24 hours.
  • Acting supervisor role, supported new colleagues. Overseeing a group of 12-15 people providedsupport as they began their new role.
  • Spotted Foreign exchange transfer opportunities which generated profit from international transfers. Iwas the Foreign Exchange motivator which meant motivating the team to spot potential leads and for the year of 2020.
Jan 2020 - May 2021

Banking Advisor

  • Handled large volume of inbound calls in a timely and professional manner.
  • Recommended accounts and products based on customer needs and desires.
  • Explained advantages and disadvantages of available financial products to customers to maximisesatisfaction.
  • Identified customer!s needs and provided solutions.
  • Filed customer complaints and queries, fast-tracking them for problem resolution.
  • Ensured all questions, requests where carried out and followed up with calls when necessary.
Jan 2019 - May 2021

Business Advisor

  • Provided support to business online banking customers with migration to the online platform.
  • Documented conversations with customers to track requests, problems and solutions.
  • Assisted customers in making payments on accounts and setting up payment plans.
  • Asked probing questions to determine service needs and accurately input information into electronic systems.
Aug 2019 - Jan 2020
Team & coworkers

Colleagues at Morgan Stanley

Other employees you can reach at morganstanley.com. View company contacts for 78669 employees →

2 education records

David Coffey education

Accredited Product Advisor, Banking And Financial Support Services

Institute Of Banking Ireland (Iob)
FAQ

Frequently asked questions about David Coffey

Quick answers generated from the profile data available on this page.

What company does David Coffey work for?

David Coffey works for Morgan Stanley.

What is David Coffey's role at Morgan Stanley?

David Coffey is listed as APA Banking at Morgan Stanley.

Where is David Coffey based?

David Coffey is based in Toronto, Ontario, Canada while working with Morgan Stanley.

What companies has David Coffey worked for?

David Coffey has worked for Morgan Stanley, Canaccord Genuity Wealth Management Canada, and Bank Of Ireland.

Who are David Coffey's colleagues at Morgan Stanley?

David Coffey's colleagues at Morgan Stanley include Ryan Brown, Amy Wood, Cfp®, M Kishore, Merita Hasanaj, and Noémi Uzonyi.

How can I contact David Coffey?

You can use AeroLeads to view verified contact signals for David Coffey at Morgan Stanley, including work email, phone, and LinkedIn data when available.

What schools did David Coffey attend?

David Coffey holds Accredited Product Advisor, Banking And Financial Support Services from Institute Of Banking Ireland (Iob).

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