Coe Financial Group

Description

Address: 1121 Lake Cook Rd, Deerfield, IL 60015 Hours: Closed ⋅ Opens 8AM Monday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (847) 444-9444: : : : : : Website: Place name: Category: Website: http://www.coefinancial.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Coe Financial Group Posting publicly on the Web Write a review Reviews 3 Google reviews

Coe Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Coe Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Coe Financial Group Salaries. You can even request information on how much does Coe Financial Group pay if you want to. Learn about salaries, pros and cons of working for Coe Financial Group directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

10 Coe Financial Group employees in database. Find out everything there's to know about Coe Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Coe Financial Group Employees

Employee
Years
Job
Industry
Trevor Brody Trevor Brody Greater Chicago Area Details
Trevor Brody's Coe Financial Group Experience July 2003 - Present
Job Wealth Manager at Coe Financial Group | Wealth Management | Retirement Planning | Employee Benefits |
Industry Financial Services
Experience
Trevor Brody Photography   January 2013 - Present
Coe Financial Group   July 2003 - Present
Special Kids Network   July 2003 - Present
First Allied Securities  July 2003 - Present
3 Degrees Networking   August 2009 - 2010

Education
Chicago Photography Academy   2014 — 2015
Certificate Photography Program, Photography

Western Michigan University - Haworth College of Business   1999 — 2003
Business, Computer Information Systems

Bond University   2002 — 2002
Business, Computer Information Systems

Highland Park High School   1994 — 1999

ALAN WOLAN ALAN WOLAN Greater Chicago Area Details
ALAN WOLAN's Coe Financial Group Experience July 2003 - Present
Job Experienced Wealth Manager Providing Retirement Strategies for Transition Boomers
Industry Financial Services
Experience
Coe Financial Group   July 2003 - Present

Skills
Wealth Management, Financial Planning

Education
University of California, Berkeley
BA, History

University of Illinois at Chicago
Master of Public Health, Public Health

Charles Coe Charles Coe Greater Chicago Area Details
Charles Coe's Coe Financial Group Experience January 1997 - Present
Job President & CEO at Coe Financial Group
Industry Financial Services
Experience
Coe Financial Group   January 1997 - Present
State Accounting Service   January 1987 - November 1997

Education
University of Illinois at Chicago   1986 — 1987

CHAD COE CHAD COE Greater Chicago Area Details
CHAD COE's Coe Financial Group Experience 2000 - 2012
Job “THE MASTERMIND" ♦ Speaker on Leadership ♦ Executive & Career Coach ♦ Auctioneer ♦ Author, “The Confident Leader”
Industry Executive Office
Experience
Mastermind Connections   December 2000 - Present
Non Profit Consulting and Peopletizing   1987 - Present
Special Kids Network   December 1999 - Present
Mastermind Advisory Board   2011 - 2012
Coe Financial Group   2000 - 2012
Chad Coe For Mayor   August 2008 - April 2009
State Accounting Service   January 1987 - November 1997

Skills
Entrepreneurship, Strategy, Leadership, Start-ups, New Business Development, Business Development, Management, Fundraising, Small Business, Strategic Planning, Social Networking, Strategic Leadership, Public Speaking, Coaching, Marketing, Competitive Analysis, Thought Leadership, Executive Coaching, Nonprofits, Program Management, Strategic Partnerships, Focus Groups, Motivational..., Networking, Auctions, Advisory Boards, Career Development

Education
University of Illinois at Chicago   1986 — 1987
Business, Finance & Marketing

Deerfield HS   1979 — 1983

Elm Place

Marshall Moonin Marshall Moonin Greater Chicago Area Details
Marshall Moonin's Coe Financial Group Experience January 2014 - November 2014
Job SR. INVESTMENT EXECUTIVE at NATIONAL SECURITIES
Industry Financial Services
Experience
NATIONAL SECURITIES  December 2014 - Present
Coe Financial Group   January 2014 - November 2014
David A. Noyes & Co.   2002 - 2013
Prudential Financial  1985 - 2002
Dean Witter  1983 - 1985
Public Accountant / Tax Accountant   1973 - 1983

Skills
Financial Analysis, Strategic Financial..., Finance, Wealth Management

Education
Southern Illinois University, Carbondale
Bachelor of Science Degree, Accounting

Joshua Sylvan Joshua Sylvan Greater New York City Area Details
Joshua Sylvan's Coe Financial Group Experience May 2010 - August 2010
Job Investment Banking Analyst at HSBC
Industry Banking
Experience
HSBC  July 2013 - Present
Indiana University Kelley School of Business  November 2011 - November 2012
HSBC  June 2012 - August 2012
BMO Capital Markets  January 2012 - January 2012
MB Financial Bank  June 2011 - August 2011
Coe Financial Group   May 2010 - August 2010
Trax Restaurant   July 2008 - May 2010
Fox Point Tennis Club   June 2009 - August 2009
Stir Crazy Restaurant   May 2006 - July 2008

Skills
Strategy, Financial Modeling, Leadership, Analysis

Education
Indiana University - Kelley School of Business   2009 — 2013
Bachelor of Science, Major: Finance, Minor: Economics & Psychology

Ben Pineless Ben Pineless Deerfield, Illinois Details
Ben Pineless's Coe Financial Group Experience May 2012 - August 2012
Job Investment Banking Analyst at Lazard
Industry Investment Banking
Experience
Lazard  June 2015 - Present
Coe Capital Management  April 2013 - August 2013
Coe Financial Group   May 2012 - August 2012
Deerfield Youth Baseball & Softball Association  April 2011 - August 2012

Skills
Finance, Recruiting, Management, Baseball, CRM, Budgets, Analysis, Time Management, Portfolio Management

Education
Indiana University Bloomington   2011 — 2015
Bachelor of Science with Distinction, Finance

Gary Bland Gary Bland Deerfield, Illinois Details
Gary Bland's Coe Financial Group Experience October 2014 - Present
Job Recent Graduate
Industry Computer Games
Experience
Coe Financial Group   October 2014 - Present
Pick-Staiger Concert Hall  2010 - 2014
Captain James A. Lovell Federal Health Care Center  June 2012 - September 2012
Pattern Recognition   July 2010 - September 2010

Education
Northwestern University   2010 — 2014
Bachelor of Arts (BA), Economics

Deerfield High School   2006 — 2010

Melanie Duguid Melanie Duguid Greater Chicago Area Details
Melanie Duguid's Coe Financial Group Experience 2006 - Present
Job Investment Advisor at Coe Financial Group
Industry Investment Management
Experience
Coe Financial Group   2006 - Present
Rose and Company   1982 - 1985
Merrill Lynch  1979 - 1982

Education
Northwestern University   2006 — 2006
School of Continuing Studies, Certified FinancialPlanner® Certification Education Program

University of Southern California
B.A., Cinema

Peter Orth Peter Orth Greater Chicago Area Details
Peter Orth's Coe Financial Group Experience 2002 - 2003
Job Helping People Enjoy A Better Life!
Industry Financial Services
Experience
The Tranel Financial Group  2007 - Present
The Tranel Financial Group  March 2007 - January 2010
Coe Capital Management, LLC   January 2003 - March 2007
Coe Financial Group   2002 - 2003
TD Waterhouse  1992 - 2001

Skills
Strategic Financial..., Series 24, Finance, Asset Management, Investments, Leadership, Management, Analysis, Forecasting, Financial Modeling, Financial Advisory, Securities, Mutual Funds, Portfolio Management, Wealth Management, Equities, Insurance, Retirement, FINRA, Series 7, Asset Allocation, Retirement Planning, Options, Series 63, Financial Planners, Investment Advisory, Investment Strategies, Alternative Investments, 401k

Education
Loras College   1986 — 1990
BA, Finance