Since 2014, Kori Coffey has been working in Bks Advisors based None, None. This expert is a proficient Financial Consultant with over 16 years of work experience. According to Kori's CV and work profile, this expert has worked at more than six places with diverse backgrounds and gained various skills. Kori attended school at the Wayne State University from 2003 to 2004. Kori Coffey has professional certification in Series 7 and Series 66. Kori Coffey can be found in Bloomfield, Michigan – where this professional is currently located. You can search for this expert's contacts. We can also provide you additional contact information upon request.
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Kori Coffey
Last updated Jun 01, 2024
Contact Information
Workplace
Colleagues
Work History
Financial Consultant
Michigan
Oversee and manage the firm's retirement plan clients in a 3(21) &/or 3(38) fiduciary capacity, depending upon plan sponsor needs. Advisors acting in either 3(21) or 3(38) capacity accept fi...
Aug 2014 — Jun 2018
Investment Consultant
200 south 108Th Avenue Cir, Omaha, NE 68164
Developed and maintained relationships with high net worth clients in order to acquire new assets to firm. Using her product and industry knowledge, she assessed clients' financial goals and...
Jun 2007 — Aug 2012
Personal Financial Advisor
3500 Packerland Dr, De Pere, WI 54115
Acquired leads through self-generated local marketing efforts. Analyzed client's financial information to determine strategies for & develop personal, goal-based, comprehensive financial pla...
May 2006 — May 2007
Manager
Managed the front-of-house operations of full service, casual fine dining establishment, including acquisition and supervision of staff. Accountable for marketing, labor costs and inventory....
Aug 2004 — Mar 2006
Program Manager
7310 Woodward St FLOOR 8TH, Detroit, MI 48229
Developed and implemented a comprehensive, enriched preschool preogram as part of the Even Start Family Literacy Program. Worked as a leader of a team that conducted needs assessments for th...
Dec 2000 — Sep 2004
Education
2003 — 2004
1992 — 1997
Occupations
Executive
Chairperson
Financial Broker
Financial Consultant
Lawyer
Fiduciary
Health Specialist
Certified Nurse Aide
Accountant
Finance and Accounting Specialist
Chief Executive
Financial Services Professional
Financial Services Sales Agent
Trust Law Attorney
Lawyer
Nurse
Nurse Practitioner
Accounting Bookkeeper
Bookkeeper
Skills
Retirement Planning
Investments
Series 7
Wealth Management
Asset Allocation
Management
Mutual Funds
Retirement
Finance
Uniform Combined State Law
Investment Strategies
Strategic Financial Planning
Finra
Portfolio Management
Financial Advisory
Financial Services
Risk Management
Investment Advisory
Series 65
Financial Planning
Strategic Planning
Asset Managment
Salesforce.com
Etfs
Insurance
Public Speaking
Sales
New Business Development
Event Planning
Relationship Management
Iras
401K Rollovers
Wealth Management Services
401K
Investment Management
Retirement Plan Consulting
High Net Worth Individuals
Qualified Retirement Plans
Personal Financial Planning
Investment Advisory Services
Defined Contribution
Financial Goals
Financial Analysis
Small Business
401 Retirement Savings Plans
Small Business Retirement Planning
Employee Benefit Plan Design
Defined Benefit
Retirement Benefits
FAQs about Kori Coffey
What's the main profession of Kori Coffey?
The expert is a President.
What are the main profession of Kori Coffey?
These person's professions are Executive and Chairperson
Where does Kori Coffey currently live?
They currently lives in Bloomfield, Michigan.
What is the professional's email?
The expert's email is kj**@gmail.com.
Where did Kori Coffey work?
Kori Coffey worked at Bks Advisors, Koko Consulting.
Where has Kori Coffey studied?
Kori studied at the Wayne State University from 2003 to 2004.
Are there any professional certifications, that Kori Coffey has?
Kori received the following certifications: Series 7, Series 66, Life Insurance & Variable Annuities, and Financial Industry Regulatory Authority (Finra).
What is professional industry that Kori Coffey worked in?
Kori works in Financial Services industry.