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Profile of Steve Truong
 

Steve Truong

 
Internal Sales - Coates Analytics Group LP
 
Steve Truong Email :
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Company Name : Coates Analytics Group LP
 
Company Website : www.coatesgroup.com
 
Company Address : 3 Dickinson Dr.
Ste. 102, Chadds Ford, PA,
United States,
 
Steve Truong Profile :
Internal Sales - Coates Analytics Group LP
 
Steve Truong Biography :

Steve’s responsibilities include all aspects of Internal Sales and Client Service for Coates Analytics. Steve frequently trains Asset Management firms on the various components of the Coates Distribution Management System and is a primary resource for all client inquiries. Before joining Coates, Steve spent 7 years at SEI Investments (Oaks, PA), where he was a member of the Wealth Network Client Strategy Team. Prior to that, Steve worked in SEI’s Private Banking & Trust department as a member of the Relationship Management Team. Steve holds a B.S. in Accountancy as well as an MBA with a concentration in International Business from Villanova University. Steve will be completing requirements to become a CFP®) in April 2008.

 
Steve Truong Colleagues :
Name Title Email

Frank Coates

Pres., CEO Please login

Todd Buck

Dir. - Sales Please login

David Henkin

COO Please login

David McMullin

VP, Business Development Please login

Tricia Baxter

Research Analyst Please login


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