In addition to guiding new clients through the account opening process, these services include executing investment portfolio updates, disbursing funds, processing trades and wire transfers, providing online reporting tutorials, and distributing performance and tax data reports.
Prior to joining Treasury Partners, Mr. Coleman worked at Bank of America, Merrill Lynch and was a Production Finance Assistant at the Metropolitan Opera Company.
Mr. Coleman is a graduate of Vanderbilt University, where he was one of the Team Captains of the Men’s Varsity Football team.
He holds Series 7 and 66 securities licenses.
Mr. Coleman enjoys staying active by running or doing other physical exercise and likes to play and watch basketball and football. He likes all genres of music and likes to try new foods and restaurants.