Casey Coffman
Senior Wealth Strategy Associate - Financial Planning Specialist at Ubs
Based in Washington, United States
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Seniority
Other
Department
Other
Location
Washington
Industry
Financial Services
Company size
118K
Contact information
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c•••••••@ubs.com
Phone
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Background
About Casey Coffman
I have over fifteen years of experience in the financial industry with a specialty in providing clients with a top notch level of customer service. Throughout my career I’ve held various roles, but my favorite by far has been as a coach and mentor for others. There is nothing more rewarding than having a part in helping others succeed and achieve their goals!
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