John Coates Email & Phone Number
SVP and Senior Portfolio Advisor @ Northern Trust Corporation
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John Coates Location
- Florida, United States
John Coates Work
- 2024 -now SVP and Senior Portfolio Advisor @
- 2015 -2024 SVP, Sr. Institutional Client Advisor @ PNC
- 2006 -2014 Portfolio Manager @
- 2002 -2006 Director of Portfolio Analytics @
- 2000 -2002 Portfolio Manager @
- 1996 -1999 Senior Trader @
- 1995 -1996 Mutual Fund Analyst @
John Coates Education
- Broward College
Associate of Arts - AA (Business Administration and Management, General)
John Coates Skills
- Client Relations
- Business Development
- Equities
- Portfolio Management
- Foreign Exchange
- Currency
- Asset Management
- Capital Markets
- Fixed Income
- Bloomberg
- Equity Research
- Hedge Funds
- Mutual Funds
- Investments
- Bonds
- Derivatives
- Investment Strategies
- Investment Management
- Asset Allocation
- Separately Managed Accounts
- FactSet
- Advent Axys
- Global Strategy
- Financial Modeling
- Public Speaking
- Strategy
- Financial Services
- Microsoft Excel
- Customer Service
- Management
- Separately Managed
- Trading
- Strategic Planning
- Sales
- Microsoft Office
- Business Analysis
John Coates Summary
- John Coates, based in Florida, United States, is currently a SVP and Senior Portfolio Advisor at Northern Trust. John Coates brings experience from previous roles at PNC and Franklin Templeton Investments. John Coates holds a Associate of Arts - AA in Business Administration and Management, General @ Broward College. With a robust skill set that includes Client Relations, Business Development, Equities, Portfolio Management, Foreign Exchange and more. John Coates has 3 emails and 1 mobile phone numbers on RocketReach.
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