Deep Enrich
William Coffey
Financial Analyst
151 followers
Washington DC-Baltimore Area
Connect with William Coffey to Send Message
Connect
Connect with William Coffey to Send Message
ConnectTimeline
About me
Wealth Management Advisor, Partner at RS Will Wealth Management
Education
West Virgina University
1987 - 1991Bachelor's Degree
Experience
Johns Hopkins
Nov 1992 - Nov 1993Financial AnalystLegg Mason Wood Walker, Inc
Nov 1993 - Feb 2006Financial AdvisorCitiGroup Global Markets
Feb 2006 - Apr 2009Financial Advisor
Merrill Lynch
Apr 2009 - Sept 2020Wealth Management Advisor, Senior Vice President
RS Will Wealth Management
Sept 2020 - nowWealth Management Advisor, Partner
Licenses & Certifications
Personal Investment Advisor
Merrill Lynch InternalMar 2015Certified Financial Planner
CFP Board of StandardsMay 2004
Recommendations
Simon plosker
Editorial Director at HonestReportingModiin-Maccabim-Reut, Center District, Israel
Danail dichev
Full Stack Dev Admin & Project ManagerSan Diego, California, United States
Gobinda pradeep
SDE at AMAZONGanjam, Odisha, India
Harshad mistry
Juniour Assistant at Banaskantha Dist. Court.Gujarat, India
Rashmitha mulpuri
Human Resources ExecutiveHyderabad, Telangana, India
Jingru yang
Apple - Manufacturing Design EngineerShanghai, China
Nurin farisha
Civil and Structural EngineerShah Alam, Selangor, Malaysia
Adham xushmurodov
Import Export Manager at OcardTashkent, Tashkent, Uzbekistan
Clément lefebvre
Greffier au conseil régional de l'ordre des masseurs-kinésithérapeutes de Nouvelle-Aquitaine - Admin...Bordeaux, Nouvelle-Aquitaine, France
Janani m
Assistant Manager-CreditChennai, Tamil Nadu, India
Sonia thabet
Customer relations manager for Toyota Toys MotorsGreater Paris Metropolitan Region
Akash joseph
Founder @SPACE | Web Developer | Robotics EngineerKottayam, Kerala, India
Kevin yuen
Seeking Full-Time Opportunities || Information TechnologyGreater Toronto Area, Canada
James wang
Manager, Strategy Sourcing-Custom Mechanicals at Facebook VR/ARShenzhen, Guangdong, China
Muhammad hassan aftab
Helping clients navigate through complex Accounting and Compliance challenges, seamlessly. | Finance...Dubai, United Arab Emirates
Anish akhtar
working in coal and metal siteJabalpur, Madhya Pradesh, India
Ahmed mahgoub
Lead Maintenance Engineer at Kapci Coatings | Expertise in Preventive Maintenance and Workflow Optim...Egypt
Saravana kumar seenivasan
Firewall | Network Security EngineerAarhus, Region Midtjylland, Danmark
Henrique gonçalves
Electronic Design and Development Engineer at Invacare CorporationMaia, Porto, Portugal
Ben crampton
Manager in Distribution and Localisation Operations at The Walt Disney CompanyLondon, England, United Kingdom
...