James Coker's Location
United Kingdom
James Coker's Work
- Investment Manager @ Quilter Cheviot
- Investment Adviser, Analyst @ Quilter Cheviot
- Intern @ Charles Stanley & Co. Limited
- Intern @ S.W. Mitchell Capital
- Team Assistant @ TCA Limited / Foreign and Commonwealth Office
- Team Assistant for the Oxford Programme on Negotiation @ Saïd Business School, University of Oxford
- Intern @ Enitharmon Press
- Telesales Agent @ St. Edward's School, Oxford
- Intern @ Smith & Williamson
- Intern @ Aviate Global
James Coker's Education
- The Chartered Institute for Securities & Investment (The CISI)
Chartered Wealth Manager Qualification (CISI Level 7) (Passed all modules first time, and 'Applied Wealth Management' with Merit)
2018 - 2020 - The Chartered Institute for Securities & Investment (The CISI)
Investment Advice Diploma (CISI Level 4) (Passed all modules first time)
2018 - 2018 - University of Durham, St John's College
Bachelor’s Degree (Theology and Religion)
2014 - 2017
- St Edward's School, Oxford
International Baccalaureate Diploma (44 out of 45 points in: Economics, History, Biology, Maths, English and Italian.)
2009 - 2014
James Coker's Skills
- Microsoft Office
- Public Speaking
- Social Media
- Teamwork
- Research
James Coker's Summary
James Coker, based in United Kingdom, is currently a Investment Manager at Quilter Cheviot Ltd, bringing experience from previous roles at Quilter Cheviot Ltd, Charles Stanley & Co. Limited, S.W. Mitchell Capital LLP and TCA Limited / Foreign and Commonwealth Office. James Coker holds a 2018 - 2020 Chartered Wealth Manager Qualification (CISI Level 7) in Passed all modules first time, and 'Applied Wealth Management' with Merit @ The Chartered Institute for Securities & Investment (The CISI). With a robust skill set that includes Microsoft Office, Public Speaking, Social Media, Teamwork, Research and more, James Coker contributes valuable insights to the industry. James Coker has 1 email on RocketReach.
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