Nico Coetzee CFA CIPM, VP: Head of Sales North America and Global Accounts at Confluence

Nico Coetzee CFA CIPM

VP: Head of Sales North America and Global Accounts at Confluence | United States

Profile last verified June 2026
Investment Management Verified Profile United States University of the Free State
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Personal Email

***@ppsinvestments.co.za

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Phone Number

+27*****

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Nico Coetzee CFA CIPM Socials
Nico Coetzee CFA CIPM Work Experience

VP: Head of Sales North America and Global Accounts at Confluence in January 2025 - Present

Head of Sales NAM & EMEA Institutional Investment Management at SS&C Technologies in April 2023 - January 2025

Head of Sales North America at Confluence in November 2021 - April 2023

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Director North American Business Development at Confluence in January 2020 - October 2021

CEO StatPro North America at Confluence in May 2019 - January 2020

CEO StatPro Canada at Confluence in April 2018 - April 2019

Executive: Group Internal Distribution at PPS in October 2016 - March 2018

Executive: Lifestyle Financial Planning at PPS in July 2015 - September 2016

Executive: Business Development and Marketing for PPS Investments at PPS in May 2014 - June 2015

UK Sales Director at StatPro in October 2013 - April 2014

Head of Sales for PPS Investments at PPS in May 2007 - September 2013

Head of Business Development for Sanlam Multi Manager International at Sanlam in October 2005 - April 2007

Investment Analyst for Glacier by Sanlam at Sanlam in March 2002 - September 2005

Nico Coetzee CFA CIPM Education

University of the Free State, Post graduate diploma in Tax and Financial Planning, January 2008

University of Cape Town, B. Comm (Hons), January 2003

Stellenbosch University, B. Comm, January 1998 to January 2001

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CFA Institute, CIPM, January 2018

CFA Institute, CFA, January 2004 to January 2006

Nico Coetzee CFA CIPM Skills
Deals Deal Closure Sales Target Management Presentations Critical Thinking Financial Planning Fund Analysis Investments Financial Analysis Wealth Management Retirement Planning Portfolio Management Business Development Investment Advisory Investment Management Financial Advisory Asset Management Mutual Funds Wealth Pensions Financial Services Retirement Wealth Management Services Financial Planners Business Strategy Personal Financial Planning Relationship Management Alternative Investments Asset Allocation Investment Strategies Strategic Financial Planning Analysis Risk Management Financial Risk Insurance Public Speaking Pension Funds Start-ups Solution Selling Cloud Computing Salesforce.com Software Sales Consultative Selling Software Industry Sales Management Sales & Marketing Leadership
About Nico Coetzee CFA CIPM’s Current Company
Confluence

SS&C’s Institutional & Investment Management division provides software and services to investment management firms including asset managers, wealth managers, insurance companies, pension funds and plan sponsors, sovereign and government funds, family offices, corporations, third party administrators, mortgage REITs, and employee benefits administrators. With powerful end-to-end solutions spanning across the front-to-back office, SS&C offers unique depth and breadth in its product suite. In addition, SS&C’s trusted hosting and outsourcing services offers unmatched flexibility and scalability for firms of all sizes. In an increasingly global economy, it is critical that investment management firms establish integrated infrastructures and streamline front-to-back office functions. SS&C Institutional & Investment Management empowers investment managers to maximize operational efficiency and focus on global strategy and growth. Visit our website to learn more at www.ssctech.com.

Discover more about Confluence
Nico Coetzee CFA CIPM’s Colleagues
Vishal Diyora

Vishal Diyora

Greater Boston

Software Engineer Node | React | Angular | JS | TS | AWS | Docker

Software Engineer at SS&C Institutional and Investment Management
(Sep 2023 – Present)

Tristan Davis

Tristan Davis

Chandler, Arizona, United States

Retired

Retired at SS&C Institutional and Investment Management
(Jan 2026 – Present)

Leo Chan

Leo Chan

Hong Kong SAR

Head of Professional Services, Asia at SS&C Institutional and Investment Management

Head of Professional Services, Asia at SS&C Institutional and Investment Management
(Oct 2012 – Present)

Jomond Kuang

Jomond Kuang

Australia

Principal Software Developer at SS&C Technologies

Principal Software Developer at SS&C Institutional and Investment Management
(Oct 2021 – Present)

Amy Anderson

Amy Anderson

Falkirk, Scotland, United Kingdom

Personal Assistant for Senior Directors at SS&C | Queen Margaret University Graduate

Personal Assistant to Director at SS&C Institutional and Investment Management
(Jan 2020 – Present)

Amy Xu

Amy Xu

Greater Sydney Area

support consultant at DST Global Solutions

Support Consultant at SS&C Technologies
(Dec 2014 – Present)

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Frequently asked questions about Nico Coetzee CFA CIPM

What is Nico Coetzee email address?

Email Nico Coetzee at [email protected], [email protected] and [email protected]. This email is the most updated Nico Coetzee's email found in 2026.

What is Nico Coetzee phone number?

Nico Coetzee phone number is +27791994913 and +14163463756.

How to contact Nico Coetzee?

To contact Nico Coetzee send an email to [email protected], [email protected] or [email protected]. If you want to call Nico Coetzee try calling on +27791994913 and +14163463756.

What company does Nico Coetzee CFA CIPM work for?

Nico Coetzee CFA CIPM works for Confluence.

What is Nico Coetzee CFA CIPM's role at Confluence?

Nico Coetzee CFA CIPM is VP: Head of Sales North America and Global Accounts

What industry does Nico Coetzee CFA CIPM work in?

Nico Coetzee CFA CIPM works in the Investment Management industry.

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