Joseph Coleman

Joseph Coleman

Vice President - Financial Consultant
Arnold, Missouri, United States

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Work Experience

Charles Schwab

Vice President - Financial Consultant

2022-06-01 - Present

Stifel Financial Corp.

Portfolio Trader II

2018-10-01 - 2020-06-01

Scottrade® Advisor Services

Relationship Manager

2017-05-01 - 2018-03-01

Scottrade

Tax Reporting and Cost Basis Intern

2014-08-01 - 2015-01-01

Edward Jones

Tax Hotline Cost Basis Services Intern

2014-01-01 - 2014-05-01

Six Flags

MIS Managerial Supervisor

2013-06-01 - 2015-11-01

Old Navy

Customer Service Associate

2012-10-01 - 2014-04-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services mutual fund clearing services banks & credit unions financial advising financial services investing

Languages

English