Kevin Coffey

Audit

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Southborough, 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
  Associated with Kevin Coffey
- Volunteer
  Issued by Catholic Charities USA on Aug 2011
  Associated with Kevin Coffey