Phinon Woodside serves as the Executive Operations Specialist with Coastal Equities, Inc. In this role, she is responsible for reviewing and implementing new technology for Coastal, training internal staff and independent financial professionals on all new technology, recruiting and onboarding of new financial professionals, executive support, daily operations requests and functions, and working with Coastal’s external marketing and social media teams on campaigns, press releases, branding and other social facing media.
Prior to joining Coastal Equities, Inc. in February 2020, Phinon had over 20 years of financial, accounting and legal firm experience. This included specializing in family office management, data aggregation and organization, transitioning and onboarding, marketing, accounting and financial reporting. Phinon worked for Wilmington Family Office (a division of Wilmington Trust, now M & T Bank), Wilmington Savings Fund Society Bank and Gunnip & Company.
Phinon graduated from Coker University with a Bachelor degrees in Political Science, History and Technical Theatre.
Phinon is originally from Utah and South Carolina, and now resides in Delaware. In her spare time, Phinon enjoys camping and hiking with her family, crafting and organizing. She is an avid football fan and looks forward to fall every year.
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