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Andrew W. Coates
Plus aucun poste en cours
Profil
Mr. Andrew W.
Coates is Senior Operations Associate at RINET Co. LLC.
He has a variety of responsibilities including reporting, reconcilement and trading.
Prior to joining RINET Co in 2013, Mr. Coates was an Account Manager with State Street Corporation.
He holds a Bachelor of Science in Business Administration from Oswego State University.
Anciens postes connus de Andrew W. Coates
Sociétés | Poste | Fin |
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RINET Co. LLC
![]() RINET Co. LLC Investment ManagersFinance RINET Co. LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1974 by Brian Rivotto. In 2021, the firm was acquired by CapFinancial Partners LLC, which is owned by The CapFinancial Group LLC. RINET Co. provides investment management services to high net-worth individuals and families including their trusts and charitable entities. | Trading-Equity | - |
Formation de Andrew W. Coates
State University of New York College at Oswego | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
Entreprise privées | 1 |
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RINET Co. LLC
![]() RINET Co. LLC Investment ManagersFinance RINET Co. LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1974 by Brian Rivotto. In 2021, the firm was acquired by CapFinancial Partners LLC, which is owned by The CapFinancial Group LLC. RINET Co. provides investment management services to high net-worth individuals and families including their trusts and charitable entities. | Finance |