Ryan Coffee, Cfp®

Ryan Coffee, Cfp® Email and Phone Number

Senior Financial Planner at JGP Wealth Management @ JGP Wealth Management
portland, oregon, united states
Ryan Coffee, Cfp®'s Location
Portland, Oregon, United States, United States
Ryan Coffee, Cfp®'s Contact Details

Ryan Coffee, Cfp® personal email

Ryan Coffee, Cfp® phone numbers

About Ryan Coffee, Cfp®

I am working for JGP Wealth Management, LLC, a Registered Investment Advisor who helps others confidently live the life they want, located in downtown Portland. I am also a volunteer with Save First Financial, a social enterprise that provides financial wellness education and coaching. In my free time, I love hiking all around the Pacific Northwest, cooking, reading new books, and traveling.Feel free to connect with me or reach out by email, rcoffee22@gmail.com.

Ryan Coffee, Cfp®'s Current Company Details
JGP Wealth Management

Jgp Wealth Management

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Senior Financial Planner at JGP Wealth Management
portland, oregon, united states
Website:
jgpwealth.com
Employees:
16
Ryan Coffee, Cfp® Work Experience Details
  • Jgp Wealth Management
    Senior Financial Planner
    Jgp Wealth Management Jul 2019 - Present
  • Jgp Wealth Management
    Project Manager
    Jgp Wealth Management Mar 2019 - Jun 2019
    Portland, Oregon Area
  • Opus Agency
    Financial Manager
    Opus Agency Feb 2017 - Aug 2018
    Portland, Oregon Area
    -Built and managed multiple $1 million+ budgets simultaneously in Excel with the aid of pivot tables,sumifs, graphs, and various other excel functions-Communicated verbally complex financial information on a weekly basis to senior level marketing and event managers with the aid of tailored dashboards-Created an organized collection of more than 25 important reference emails to help new employees get up to speed on internal processes quickly-Provided strategic recommendations to clients depending on how their budget was trending to ensure they were meeting their fiscal goals
  • Nchannel Incorporated
    Financial Analyst
    Nchannel Incorporated Jan 2015 - Dec 2016
    -Helped to prepare 2015 FY budget which was approved by the board-Led successful conversion from Quickbooks to Netsuite and self-taught myself report creation-Developed dashboards to help monitor sales and achieve monthly metrics-Implemented a time tracking program which had over 95% participation from employees-Coordinated filing InvestOhio tax credit which led to savings for the shareholders-Completed ad hoc project on Excel which improved progression billing for our largest client -Performed bank reconciliations, month end closes, and variance analyses
  • Nchannel Incorporated
    Financial Analyst Intern
    Nchannel Incorporated Jun 2013 - Aug 2013
    Columbus, Ohio Area
  • Bmw Financial Services
    Process Improvement Intern
    Bmw Financial Services Jun 2012 - Aug 2012
    Columbus, Ohio Area
    Able to gain valuable professional experience and gain exposure to a wide range of business management practices such as the Balanced Scorecard, MBF, and Lean Six Sigma.Achievements: -Developed and analyzed surveys to increase customer satisfaction and retention-Presented to executives recommendations on whether to adopt use of a computer program-Helped teach a class to 20 employees over Microsoft Excel and Microsoft Visio-Measured credit processing speed and identified areas in the process that required improvement

Ryan Coffee, Cfp® Skills

Spanish Powerpoint Microsoft Excel Time Management Microsoft Office Microsoft Word Facebook Spss Customer Service Teamwork Organization Research Event Planning Financial Analysis

Ryan Coffee, Cfp® Education Details

Frequently Asked Questions about Ryan Coffee, Cfp®

What company does Ryan Coffee, Cfp® work for?

Ryan Coffee, Cfp® works for Jgp Wealth Management

What is Ryan Coffee, Cfp®'s role at the current company?

Ryan Coffee, Cfp®'s current role is Senior Financial Planner at JGP Wealth Management.

What is Ryan Coffee, Cfp®'s email address?

Ryan Coffee, Cfp®'s email address is rc****@****ail.com

What is Ryan Coffee, Cfp®'s direct phone number?

Ryan Coffee, Cfp®'s direct phone number is +197122*****

What schools did Ryan Coffee, Cfp® attend?

Ryan Coffee, Cfp® attended University Of Portland Pamplin School Of Business, Miami University, Universidad De Oviedo.

What skills is Ryan Coffee, Cfp® known for?

Ryan Coffee, Cfp® has skills like Spanish, Powerpoint, Microsoft Excel, Time Management, Microsoft Office, Microsoft Word, Facebook, Spss, Customer Service, Teamwork, Organization, Research.

Who are Ryan Coffee, Cfp®'s colleagues?

Ryan Coffee, Cfp®'s colleagues are Rowan Colby, Kevin Sanger, Kim Davies, Kendra Biller, Jami Noble, Joe Gross, Richard Warner.

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