Daniel Coates

Daniel Coates is an experienced finance professional currently serving as an Account Manager at Credo Group since January 2020, specializing in investment management and administration of portfolios with a focus on sustainable growth through offshore exposure. Previously, Daniel held positions at Investec as a Private Banker and Payments Consultant, managing financial statement analysis and client deal structuring. Earlier roles include Portfolio Manager at AJR, where Daniel handled foreign exchange needs and conducted market analysis, and Client Onboarding Specialist at Peregrine Equities, responsible for the onboarding and reconciliation processes for new clients. Daniel Coates earned a Bachelor of Commerce in Economics from the University of South Africa between 2010 and 2013.