J

Jamie Coffey

About

Detail

President and CEO at Wealthfront Brokerage LLC
Redwood City, California, United States

Timeline

work
Job
school
Education

Résumé

Jobs verified_user 0% verified
  • Wealthfront
    President and CEO at Wealthfront Brokerage LLC
    Wealthfront
    Jan 2020 - Current (6 years 6 months)
  • Wealthfront
    President and COO Wealthfront Brokerage LLC
    Wealthfront
    Aug 2016 - Dec 2019 (3 years 5 months)
  • Wealthfront
    Sr. Operations Manager
    Wealthfront
    Feb 2016 - Aug 2016 (7 months)
  • LPL Financial
    Vice President - Client Reporting
    LPL Financial
    Jul 2014 - Feb 2016 (1 year 8 months)
  • TD Ameritrade
    Senior Manager, Operations
    TD Ameritrade
    Apr 2013 - Jul 2014 (1 year 4 months)
  • TD Ameritrade
    Team Manager Settlements
    TD Ameritrade
    Oct 2012 - Mar 2013 (6 months)
  • TD Ameritrade
    Team Manager Operations Communications
    TD Ameritrade
    Mar 2011 - Oct 2012 (1 year 8 months)
  • L
    Operations Manager
    Legent Clearing
    Aug 2009 - Mar 2011 (1 year 8 months)
  • L
    Conversion Specialist
    Legent Clearing
    Jun 2007 - Aug 2009 (2 years 3 months)
  • Allstate Financial Services LLC
    Unit Manager
    Allstate Financial Services LLC
    Nov 2006 - Jun 2007 (8 months)
  • Allstate Financial
    Broker Dealer Support Analyst/Brokerage Specialist
    Allstate Financial
    Jun 2004 - Nov 2006 (2 years 6 months)
  • UMB Bank
    Investment Manager Analyst
    UMB Bank
    Sep 2002 - Sep 2003 (1 year 1 month)
Education verified_user 0% verified
  • University of NebraskaLincoln
    MBA, Specialization: Finance
    University of NebraskaLincoln
    Jan 2005 - Dec 2008 (4 years)
  • University of NebraskaLincoln
    BSBA, Finance
    University of NebraskaLincoln
    Jan 1999 - Dec 2002 (4 years)
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