Tommy Coffey, CFA

Tommy Coffey, CFA

Field Services Coordinator

Followers of Tommy Coffey, CFA1000 followers
location of Tommy Coffey, CFASan Diego County, California, United States

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  • Timeline

  • About me

    Vice President, Covenant Compliance Group Manager

  • Education

    • San Diego State University-California State University

      2005 - 2008
    • Chapman University

      2008 - 2010
      Bachelor's degree Social Sciences
    • San Diego State University-California State University

      2014 - 2017
      Master's degree Business Administration and Management, Finance
  • Experience

    • TrendSource Inc

      Aug 2010 - Aug 2012
      Field Services Coordinator

      Oversee market research programs for multiple Fortune 300 companies Design, recruit and manage programs whose annual revenue exceed $900,000.00 Manage a team of 2-3 members employed within various stages of programs

    • McGill University

      Sept 2012 - Nov 2013
      English Language Instructor

      English Language Instructor with a focus in petroleum/petrochemical curriculum.

    • ZICO Beverages, LLC

      Nov 2013 - Apr 2014
      Associate Sales Manager

      Oversee sales at small-format locations throughout San Diego CountyMonitor and improve brand recognition

    • Fairlife, LLC

      Dec 2013 - Mar 2016
      Sales Development Manager

      Drive product availability and sales volume in San Diego and HonoluluPrimary focus on military and on-premise channelsIdentify, coordinate and execute field marketing eventsFoster relations with distributor and local market influencers

    • Aloe Gloe, "Gloe From Within"

      Apr 2016 - Jul 2017
      Field Marketing Manager

      Identify, coordinate and execute field marketing programMonitor and improve brand recognitionFoster relations with distributor and local market influencers

    • Torrey Pines Bank

      Mar 2017 - now
      • Covenant Compliance Group Manager

        May 2024 - now
      • Vice President, Commercial Underwriter III

        Sept 2023 - May 2024
      • AVP, Commercial Underwriter II

        Jan 2022 - Sept 2023
      • AVP, Commercial Underwriter I

        Nov 2019 - Jan 2022
      • Credit Analyst II

        Mar 2017 - Nov 2019
  • Licenses & Certifications

    • Bloomberg Market Concepts

      Bloomberg LP
      View certificate certificate
    • Series 63

      FINRA (Financial Industry Regulatory Authority)
    • Series 7

      FINRA (Financial Industry Regulatory Authority)
    • Chartered Financial Analyst® (CFA) Charterholder

      CFA Institute
      Aug 2022