Jorge Coca's Location
Madrid, ES
Jorge Coca's Work
- Fundador y Director General @ Wealth Solutions
- Fundador @ Finletic
- Member @ YPO
- Subdirector Programa Ejecutivo de Gestión Patrimonial Familiar @ IEB
- Director de Financial Planning @ Gestiohna Asesores Financieros
- Founding Partner @ Arbco
- Founding Partner @ Blue Nilak
Jorge Coca's Education
- Harvard Business School
Leading Professional Service Firms
2019 - 2019 - ISDI
Executive program
2017 - 2017 - University of Pennsylvania - The Wharton School
Family Governance
2015 - 2015
- IESE Business School - University of Navarra
Effective communication
- European Financial Planning Association (EFPA)
European Financial Advisor (Finance, Wealth Management)
2008 - Instituto de Estudios Bursatiles (IEB)
Master's degree
2007 - 2008 - Universidad Carlos III de Madrid
Bachelor of Business Administration (BBA) (Finance)
1999 - 2004 - King's College, Soto de Viñuelas
High School (EGB, BUP and COU)
1983 - 1998
Jorge Coca's Skills
- Family Office
- Private Banking
- Wealth Management
- Financial Advisory
- Investments
- Portfolio Management
- Strategic Financial Planning
- Wealth Management Services
- Financial Markets
- Strategy
Jorge Coca's Summary
Jorge Coca, based in Madrid, ES, is currently a Fundador y Director General at Wealth Solutions, bringing experience from previous roles at Finletic, YPO, IEB and Gestiohna Asesores Financieros. Jorge Coca holds a 2019 - 2019 Leading Professional Service Firms @ Harvard Business School. With a robust skill set that includes Family Office, Private Banking, Wealth Management, Financial Advisory, Investments and more, Jorge Coca contributes valuable insights to the industry. Jorge Coca has 4 emails on RocketReach.
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