Jorge Coca Email & Phone Number
Founding Partner @ Wealth Solutions
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Jorge Coca Location
- Madrid, ES
Jorge Coca Work
- 2009 -now Founding Partner @
- 2017 -now Founding Partner @
- 2018 -now Member @
- 2009 -now Professor Executive Program in Private Wealth Management @
- 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
Effective communication
- 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
- Asset Management
- Banking
- Business Planning
- Fixed Income
- Financial Planning
- Alternative Investments
- Entrepreneurship
- Corporate Finance
- Finance
- Business Strategy
- Financial Services
- Wealth
- Estrategia empresarial
- Sales
- Management
- Strategic Planning
- Financial Analysis
- Research
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 2 mobile phone numbers on RocketReach.
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