Full Name
Paul Coffin
Job Title
Senior Executive Vice President
Company
Moody Securities, LLC
Speaker Bio
Paul has over a decade of experience in the financial services industry, primarily in financial product distribution and practice management. Previously, he has wholesaled variable annuities, mutual funds, and alternative investments. He has also managed two national sales desks as well as the Practice Management division of a large Independent Broker/Dealer. Throughout his career Paul has consulted closely with Financial Advisors across all channels to assist in practice expansion, product positioning, client relationship management, and business plan execution. As the Senior Executive Vice President for the Southeast, Paul focuses on helping Financial Advisors and RIAs grow their practices through Moody National’s exciting investment platform.
Paul grew up in Southwest Florida, obtained an undergraduate degree in Business Marketing from Stetson University, and a Master of Business Administration (MBA) degree from the University of Florida. He takes full advantage of Florida’s beautiful golf courses and is continuously improving his tennis game.
Paul grew up in Southwest Florida, obtained an undergraduate degree in Business Marketing from Stetson University, and a Master of Business Administration (MBA) degree from the University of Florida. He takes full advantage of Florida’s beautiful golf courses and is continuously improving his tennis game.
Speaking At
