Joseph Coconate Email & Phone Number
Managing Director and Regional Head of Florida @ Glenmede
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Joseph Coconate Location
- Florida, United States
Joseph Coconate Work
- 2026 - now Managing Director and Regional Head of Florida @
- 2022 - 2026 Director, Senior Banker @ Citi Private Bank
- 2017 - 2022 Wealth Strategist @
- 2016 - 2017 Vice President, Private Banking @
- 2012 - 2016 Relationship Manager @
- 2008 - 2011 Fixed Income Derivatives Trader @ Traditum Group, LLC
Joseph Coconate Education
- University of Miami Herbert Business School
MBA (Finance)
2011 - 2013 - Marquette University
Finance
2002 - 2006 - St. Patrick High School 1998 - 2002
Joseph Coconate Skills
- Alternative Investments
- Trading Strategies
- Electronic Trading
- Banking
- Economics
- Fixed Income
- Bonds
- Technical Analysis
- Valuation
- Sales
- Portfolio Management
- Financial Modeling
- Capital Markets
- Derivatives
- Investments
- Bloomberg
- Finance
- Asset Allocation
- Investment Advisory
- Equities
- Strategic Financial Planning
- Investment Strategies
- FX Options
- Emerging Markets
- Risk Management
- Asset Management
- Microsoft Excel
- Proprietary Trading
- Credit
- Marketing
- Financial Analysis
- Private Equity
- Business Strategy
- Research
- Trading
- Equity Derivatives
- Options
- Securities
- Hedge Funds
- Investment Management
- Equity Trading
- Financial Markets
Joseph Coconate Summary
- Joseph Coconate, based in Florida, United States, is currently a Managing Director and Regional Head of Florida at Glenmede. Joseph Coconate brings experience from previous roles at Citi Private Bank, Northern Trust Corporation, Bank Leumi USA and Credit Suisse. Joseph Coconate holds a 2011 - 2013 MBA in Finance @ University of Miami Herbert Business School. With a robust skill set that includes Alternative Investments, Trading Strategies, Electronic Trading, Banking, Economics and more. Joseph Coconate has 2 emails and 1 mobile phone numbers on RocketReach.
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