Kevin Coffey

Kevin Coffey

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Followers of Kevin Coffey194 followers
location of Kevin CoffeySouthborough, Massachusetts, United States

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  • Timeline

  • About me

    Chief Operating Officer at Pinnacle Financial Group

  • Education

    • Suffolk University - Sawyer Business School

      1981 - 1984
      BSBA Accounting
  • Experience

    • Wolf and Company of Massachusetts

      Jan 1984 - Jan 1988
      Audit
    • Price Waterhouse

      Jan 1988 - Jan 1990
      Audit
    • Thomson Financial Services

      Jan 1990 - Jan 1998
      Director of Finance Development

      Leading provider of on-line quality financial information, research, analysis, and software products to the worldwide investment and corporate communities.

    • Primedica Corporation

      Jan 1998 - Jan 2000
      Director of Finance and Information Technology

      International Contract Research Organization (CRO) focused on the delivery of non-clinical development services to pharmaceutical, biotechnology, and medical device companies.

    • Kewill Solutions

      Jan 2000 - Jan 2003
      Vice President of Finance/CFO

      Software manufacturer and #1 technology and professional services provider of multi-carrier software solutions to businesses and value added resellers (VAR’s) throughout North America.

    • YMCA of Greater Providence

      Jan 2003 - Jan 2007
      Vice President of Finance/Administration

      Provider of programs and services through 10 business unit locations which enhance the quality of life for children and families, including largest child care provider in Rhode Island

    • Robert Half International

      Jan 2007 - Jan 2009
      Account Executive

      Leading provider of resource based consulting solutions of senior level accounting and finance professionals serving businesses and organization in Central Massachusetts.

    • Pinnacle Financial Group

      Jan 2009 - now
      CFO/Director of Operations

      Established more than 35 years ago, Pinnacle Financial Group is one of the Northeast's leading integrated consulting firms. The firm provides life insurance consulting, generational wealth planning, estate planning and succession planning for affluent families, business owners and their advisors. For regional and national employers, the firm provides an array of consulting services covering executive, health, welfare and qualified retirement benefits and human resources.http://ht.ly/i9kG2 Show less

  • Licenses & Certifications

    • Public Notary

      State of Massachusetts
      Oct 2010
    • Certified Public Accountant

      State of Massachusetts
      Jun 1987
    • Producer License - Insurance

      State of Massachusetts
      Mar 2011
  • Volunteer Experience

    • Volunteer

      Issued by Read to a Child on Sept 2010
      Read to a ChildAssociated with Kevin Coffey
    • Volunteer

      Issued by Catholic Charities USA on Aug 2011
      Catholic Charities USAAssociated with Kevin Coffey