Connor Hall in

Connor Hall

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Client Service Specialist at Coastline Wealth Management
📍 Hauppauge, New York, United States

Connor is a Client Service Specialist at Coastline Wealth Management and a graduate of Hofstra University. He holds his Series 7 and Series 66 licenses and is on the path to becoming an Associate Advisor, assisting financial advisors in servicing their clients and prospects.

Outside of the office, Connor is an avid outdoorsman who enjoys hiking, skiing, kayaking, and golf. He is also deeply involved in hockey, playing both ice and roller hockey, and works part-time as an on-ice official for USA Hockey, officiating games from youth to adult leagues.

He has been a registered USA Hockey official since 2016.

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Experience
8 Years
Current Role
Client Service Specialist
Job Level
Junior
Location
Hauppauge, New York, United States
Personality Overview

How Connor shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Connor cares about

Wealth Management
As a Client Service Specialist at Coastline Wealth Management, he supports advisors and is working towards becoming an Associate Advisor himself.
Ice Hockey
He is a passionate player of both ice and roller hockey and also works as an on-ice official for USA Hockey.
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Career

Work history

7-2024
Client Service Specialist
Coastline Wealth Management
5-2023 - 6-2024
Intern
Coastline Wealth Management
1-2017
On-Ice Hockey Official
USA Hockey
6-2018 - 7-2024
Group Lead
DIGIOVANNA BROS LANDSCAPING INC
Hofstra University
Internship
In the press

Media appearances

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Education
8-2020 - 5-2024
Bachelor of Business Administration - BBA
Hofstra University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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