Shannon Koffman

Portfolio Manager, Investment Analyst, Wealth Advisor for Wealth Management

san francisco, california, united states

Work

Employment History of Shannon Koffman

Morgan Stanley

Portfolio Manager, Investment Analyst, Wealth Advisor for Wealth Management

Controlco

Senior Director of Business Development

Powernab

Co-Founder and Chief Executive Officer

Cisco

Senior Consultant

HP

Senior Consultant

Sutton Management Consulting

Principal

EY

Senior Consultant

Citi

Vice President - Portfolio Manager, Financial Advisor at Citi Private Wealth Management

RBC Wealth Management

Registered Wealth Advisor

Schools

Schools Attended by Shannon Koffman

  • Investment Banking Institute
  • The Ohio State University

Related

Others that have worked at the same companies

Lead HVAC Mechanic at controlco.com
Director of Integration Engineering at controlco.com

Commercial Banking Relationship Manager at rbc.com
Manager, Digital Analytics Platforms at rbc.com
Senior Technical Systems Analyst at rbc.com

Frequently Asked Questions

Shannon Koffman is a Portfolio Manager, Investment Analyst, Wealth Advisor for Wealth Management at Morgan Stanley located in san francisco, california, united states.

Shannon Koffman works as a Portfolio Manager, Investment Analyst, Wealth Advisor for Wealth Management at Morgan Stanley.

Shannon Koffman is located in san francisco, california, united states.

Shannon Koffman attended Investment Banking Institute, The Ohio State University.

Shannon Koffman has worked with colleagues at various companies. You can see some of their coworkers listed above who have worked at the same organizations.

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