Nico Coetzee Cip

Nico Coetzee CFA CIPM currently serves as the Head of Sales for North America in Institutional Investment Management at SS&C Technologies, focusing on new business growth and managing a sales team specializing in software solutions for investment companies, wealth managers, and asset owners. Prior to this role, Nico held several leadership positions, including Head of Sales for North America at Confluence, where responsibilities involved optimizing efficiency and control for global asset managers, and CEO of StatPro North America and Canada, contributing to executive boards and driving business development efforts. With extensive experience in sales and business development across various financial institutions, Nico's educational background includes multiple degrees in Investment Management, Financial Planning, and Institutional Investments complemented by certifications from the CFA Institute.