Jorge Coca Location

Madrid, ES

Jorge Coca Work

  • 2009 - now  Professor Executive Program in Private Wealth Management @ IEB
  • 2006 - 2009 Director Financial Planning @ Gestiohna Asesores Financieros
  • 2006 - 2008 Founding Partner @ Arbco
  • 2002 - 2006 Founding Partner @ Blue Nilak

Jorge Coca Education

  • ISDI

    Consejeros en la era digital

    2023 - 2023
  • Harvard Business School

    Leading Professional Service Firms

    2019 - 2019
  • ISDI

    PADIB - Executive program in internet business

    2017 - 2017
  • University of Pennsylvania - The Wharton School

    Family Governance

    2015 - 2015
  • IEB

    Executive Program in Private Wealth Management

    2008 - 2009
  • IEB

    Master in Stock Exchanges and Financial Markets

    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
  • IESE Business School - University of Navarra

  • European Financial Planning Association (EFPA)

    European Financial Advisor (Finance, Wealth Management)

    2008

Jorge Coca Skills

  • Family Office
  • Private Banking
  • Wealth Management
  • Financial Advisory
  • Investments
  • Portfolio Management
  • Strategic Financial Planning
  • Wealth Management Services
  • Financial Markets
  • Strategy

Jorge Coca Summary

Jorge Coca, based in Madrid, ES, is currently a Founding Partner at Wealth Solutions. Jorge Coca brings experience from previous roles at Finletic, YPO, IEB and Gestiohna Asesores Financieros. Jorge Coca holds a 2023 - 2023 Consejeros en la era digital @ ISDI. With a robust skill set that includes Family Office, Private Banking, Wealth Management, Financial Advisory, Investments and more. Jorge Coca has 4 emails and 1 mobile phone numbers on RocketReach.

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