Vice President Investment Middle Office Product Management @ (December 2020 - February 2024)
Vice President Client Services @ (September 2014 - December 2020)
Associate, Global Relationship Management, Senior Analyst @ (March 2014 - August 2014)
Global Relationship Management Analyst, Associate @ (January 2011 - March 2014)
Client Service Group @ (March 2007 - January 2011)
Mutual Fund Accountant @ State Street (July 2006 - March 2007)
Sarah Coates Education
Northeastern University
MBA (International Business)
2010-2013
Dickinson College
Bachelor of Arts (International Business & Management)
2002-2006
Sarah Coates Skills
Global Custody
Mutual Funds
Securities
Fixed Income
Equities
Fund Accounting
Hedge Funds
Bloomberg Terminal
Financial Services
Alternative Investments
Derivatives
Banking
Product Strategy
Integrated Marketing
Marketing
Strategy
Strategic Planning
Business Development
Project Management
Business Analysis
Sarah Coates Summary
Sarah Coates, based in Boston, MA, US, is currently a Executive Director Investment Middle Office Services at J.P. Morgan. Sarah Coates brings experience from previous roles at JPMorgan Chase & Co. and Brown Brothers Harriman. Sarah Coates holds a 2010 - 2013 MBA in International Business @ Northeastern University. With a robust skill set that includes Global Custody, Mutual Funds, Securities, Fixed Income, Equities and more. Sarah Coates has 1 emails and 2 mobile phone numbers on RocketReach.
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