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Jacob Coffey Email & Phone Number
Financial Associate
at
SFP Wealth
1 work email found
@baystatefinancial.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Associate
Location
Boston, Massachusetts, United States
Company size
Who is Jacob Coffey? Overview
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Quick answer
Jacob Coffey is listed as Financial Associate at SFP Wealth, a with 480 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at baystatefinancial.com and a matched LinkedIn profile for Jacob Coffey.
Jacob Coffey previously worked as Financial Planning Coordinator at Baystate Financial and Wealth Management Intern at Baystate Financial. Jacob Coffey holds Bachelor'S Degree, Business Administration, Minor In Finance from Champlain College.
Company email context
Email format at SFP Wealth
This section adds company-level context without repeating Jacob Coffey's masked contact details.
{first_initial}{last}@baystatefinancial.com
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AeroLeads found 1 current-domain work email signal for Jacob Coffey. Compare company email patterns before reaching out.
Profile bio
About Jacob Coffey
Jacob Coffey is a Financial Associate at SFP Wealth. He possess expertise in team leadership, presentation skills, customer service, volunteering, it operations and 1 more skills.
Listed skills include Team Leadership, Presentation Skills, Customer Service, Volunteering, and 2 others.
Current workplace
Jacob Coffey's current company
Company context helps verify the profile and gives searchers a useful next step.
Sfp Wealth
5 roles
Jacob Coffey work experience
A career timeline built from the work history available for this profile.
Financial Planning Coordinator
Current
Sep 2022 - Present
Wealth Management Intern
- Mentored by a Financial Advisor in the top 5% of producers at Baystate- Entrusted to join client meetings and build relationships- Kept current on market conditions and trends - Consistently demonstrated high standards of integrity, competency, work ethic, and professionalism
Jul 2020 - Aug 2022
Personal Finance Peer Coach
- Nominated for this leadership role to teach peers about credit, salary negotiation, budgeting, student loan repayment strategies, and other personal finance topics- Created real financial action plans with students to make more informed financial decisions - Prepared and facilitated large-scale financial events such as Sophomore Summit and Game of Life for hundreds of students
Aug 2019 - May 2022
It Intern
- Learned critical technical skills in supporting a large companies technical infrastructure- Worked with LCC IT Director to maintain and secure the company’s computer systems and servers - Provided IT support for LCC employees
Jun 2017 - Aug 2020
Team & coworkers
Colleagues at SFP Wealth
Other employees you can reach at baystatefinancial.com. View company contacts for 480 employees →
CG
Craig Garofolo
Colleague at Sfp WealthGreater Boston, United States
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NK
Naji Karam
Colleague at Sfp WealthBoston, Massachusetts, United States
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CT
Chris Taylor
Colleague at Sfp WealthWenham, Massachusetts, United States
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RP
Robert Piatelli
Colleague at Sfp WealthBoston, Massachusetts, United States
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DS
Daniel St Jean
Colleague at Sfp WealthBoston, Massachusetts, United States
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RB
Ross Burke
Colleague at Sfp WealthBurlington, Vermont, United States
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BB
Brendan Burke
Colleague at Sfp WealthUnited States
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JH
Joshua Hernandez
Colleague at Sfp WealthBoston, Massachusetts, United States
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GS
Greg Simmelli
Colleague at Sfp WealthHartford, Connecticut, United States
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CD
Conor Driscoll
Colleague at Sfp WealthHarrisville, Rhode Island, United States
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Craig Garofolo
Colleague at Sfp WealthGreater Boston, United States
View →
NK
Naji Karam
Colleague at Sfp WealthBoston, Massachusetts, United States
View →
CT
Chris Taylor
Colleague at Sfp WealthWenham, Massachusetts, United States
View →
RP
Robert Piatelli
Colleague at Sfp WealthBoston, Massachusetts, United States
View →
DS
Daniel St Jean
Colleague at Sfp WealthBoston, Massachusetts, United States
View →
RB
Ross Burke
Colleague at Sfp WealthBurlington, Vermont, United States
View →
BB
Brendan Burke
Colleague at Sfp WealthUnited States
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JH
Joshua Hernandez
Colleague at Sfp WealthBoston, Massachusetts, United States
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GS
Greg Simmelli
Colleague at Sfp WealthHartford, Connecticut, United States
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CD
Conor Driscoll
Colleague at Sfp WealthHarrisville, Rhode Island, United States
View →
1 education record
Jacob Coffey education
FAQ
Frequently asked questions about Jacob Coffey
Quick answers generated from the profile data available on this page.
What company does Jacob Coffey work for?
Jacob Coffey works for SFP Wealth.
What is Jacob Coffey's role at SFP Wealth?
Jacob Coffey is listed as Financial Associate at SFP Wealth.
What is Jacob Coffey's email address?
AeroLeads has found 1 work email signal at @baystatefinancial.com for Jacob Coffey at SFP Wealth.
Where is Jacob Coffey based?
Jacob Coffey is based in Boston, Massachusetts, United States while working with SFP Wealth.
What companies has Jacob Coffey worked for?
Jacob Coffey has worked for Sfp Wealth, Baystate Financial, Champlain College, and Lake Champlain Chocolates.
Who are Jacob Coffey's colleagues at SFP Wealth?
Jacob Coffey's colleagues at SFP Wealth include Craig Garofolo, Naji Karam, Chris Taylor, Robert Piatelli, and Daniel St Jean.
How can I contact Jacob Coffey?
You can use AeroLeads to view verified contact signals for Jacob Coffey at SFP Wealth, including work email, phone, and LinkedIn data when available.
What schools did Jacob Coffey attend?
Jacob Coffey holds Bachelor'S Degree, Business Administration, Minor In Finance from Champlain College.
What skills is Jacob Coffey known for?
Jacob Coffey is listed with skills including Team Leadership, Presentation Skills, Customer Service, Volunteering, It Operations, and Public Speaking.
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