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.
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.