Nico Coetzee Email & Phone Number
VP: Head of Sales North America and Global Accounts @ Confluence
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Nico Coetzee Location
- United States
Nico Coetzee Work
- 2025 -now VP: Head of Sales North America and Global Accounts @
- 2023 -2025 Head of Sales NAM and EMEA Institutional Investment Management @
- 2021 -2023 Head of Sales North America @
- 2020 -2021 Director North American Business Development @
- 2019 -2020 CEO StatPro North America @
- 2018 -2019 CEO StatPro Canada @
- 2016 -2018 Executive: Group Internal Distribution @
- 2015 -2016 Executive: Lifestyle Financial Planning @
- 2014 -2015 Executive: Business Development and Marketing for PPS Investments @
- 2013 -2014 UK Sales Director @
- 2007 -2013 Head of Sales for PPS Investments @
- 2005 -2007 Head of Business Development for Sanlam Multi Manager International @
- 2002 -2005 Investment Analyst for Glacier by Sanlam @
Nico Coetzee Education
- CFA Institute
CIPM (Performance Management)
2018-2018 - University of the Free State
Post graduate diploma in Tax and Financial Planning (Financial Planning)
2008-2008 - CFA Institute
CFA (Investment Management)
2004-2006 - University of Cape Town
B. Comm (Hons) (Financial Analysis and Portfolio Management)
2003-2003 - Stellenbosch University
B. Comm (Institutional Investments)
1998-2001
Nico Coetzee Summary
- Nico Coetzee, based in United States, is currently a VP: Head of Sales North America and Global Accounts at Confluence. Nico Coetzee brings experience from previous roles at SS&C Technologies and Confluence. Nico Coetzee holds a 2018 - 2018 CIPM in Performance Management @ CFA Institute. Nico Coetzee has 1 emails and 3 mobile phone numbers on RocketReach.
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