Thomas Coffey

Thomas Coffey Email and Phone Number

Director of Intermediary National Accounts and Platform Distribution-All Channels @ Tocqueville Asset Management
Boston, MA, US
Thomas Coffey's Location
Boston, Massachusetts, United States, United States
Thomas Coffey's Contact Details
About Thomas Coffey

Results-driven asset management executive with over 20 years of experience focused on national accounts, relationship management, managed account platforms, research analysts, sales, business development and corporate strategy across all distribution channels.

Thomas Coffey's Current Company Details
Tocqueville Asset Management

Tocqueville Asset Management

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Director of Intermediary National Accounts and Platform Distribution-All Channels
Boston, MA, US
Website:
tocqueville.com
Employees:
104
Thomas Coffey Work Experience Details
  • Tocqueville Asset Management
    Director Of Intermediary National Accounts And Platform Distribution-All Channels
    Tocqueville Asset Management
    Boston, Ma, Us
    View
  • Tocqueville Asset Management
    Director Of Intermediary National Accounts & Platform Distribution-All Channels
    Tocqueville Asset Management 2014 - Present
    Greater Boston Area
    View
  • Pioneer Investments
    Svp ■ Director Of National Accounts & Portfolio Consultants-Independents, Banks, Ria & Tamps
    Pioneer Investments 2003 - 2013
    Boston, Ma
    View
  • John Hancock Funds
    Sales Vice President ■ Senior National Account Manager
    John Hancock Funds 1999 - 2003
    Greater Boston Area
    View
  • Columbia Management
    Internal Wholesaler & Key Account Manager Liaison
    Columbia Management 1995 - 1999
    Greater Boston Area
    View

Thomas Coffey Skills

Asset Management Series 7 Series 63 Mutual Funds Asset Allocation Financial Services Relationship Management Separately Managed Accounts Wealth Management Retirement Planning Securities Investment Advisory Investments Investment Strategies Series 6 Fixed Income Portfolio Management Hedge Funds Equities Series 24 Investment Management Business Relationship Management Financial Advisory Fixed Annuities 401k Morningstar Networking Pensions Retirement

Thomas Coffey Education Details

Frequently Asked Questions about Thomas Coffey

What company does Thomas Coffey work for?

Thomas Coffey works for Tocqueville Asset Management

What is Thomas Coffey's role at the current company?

Thomas Coffey's current role is Director of Intermediary National Accounts and Platform Distribution-All Channels.

What is Thomas Coffey's email address?

Thomas Coffey's email address is ca****@****hoo.com

What is Thomas Coffey's direct phone number?

Thomas Coffey's direct phone number is +151847*****

What schools did Thomas Coffey attend?

Thomas Coffey attended Salem State University.

What are some of Thomas Coffey's interests?

Thomas Coffey has interest in Children.

What skills is Thomas Coffey known for?

Thomas Coffey has skills like Asset Management, Series 7, Series 63, Mutual Funds, Asset Allocation, Financial Services, Relationship Management, Separately Managed Accounts, Wealth Management, Retirement Planning, Securities, Investment Advisory.

Who are Thomas Coffey's colleagues?

Thomas Coffey's colleagues are Jessica Cooper, Diandra Ramsammy, Lucinda Lormier, Alfred Gugliotta, Larry Fields, Mike Paton, Maddie D..

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