Ryan Coffee, Cfp® Email and Phone Number
Ryan Coffee, Cfp® work email
- Valid
- Valid
- Valid
Ryan Coffee, Cfp® personal email
- Valid
Ryan Coffee, Cfp® phone numbers
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.
Jgp Wealth Management
View- Website:
- jgpwealth.com
- Employees:
- 16
-
Senior Financial PlannerJgp Wealth Management Jul 2019 - Present -
Project ManagerJgp Wealth Management Mar 2019 - Jun 2019Portland, Oregon Area -
Financial ManagerOpus Agency Feb 2017 - Aug 2018Portland, 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 -
Financial AnalystNchannel 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 -
Financial Analyst InternNchannel Incorporated Jun 2013 - Aug 2013Columbus, Ohio Area -
Process Improvement InternBmw Financial Services Jun 2012 - Aug 2012Columbus, Ohio AreaAble 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
Ryan Coffee, Cfp® Education Details
-
Certified Financial Planner Program -
Finance/ Spanish -
Spanish Language And Literature
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.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial