The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
Monday, November 23, 2009|
27. Frank Coates
Coates Analytics' offerings include the Distribution Management System, a Web-based solution that enables users to access data and analytical tools, and Intelligent Dashboard, a Web-based operations and governance tool.
Last fall, Coates struck a deal with software firm SalesPage Technologies, under which SalesPage clients get direct access to Coates' office-level data intelligence in their SalesPage Financial client relationship managment application.
At the time of its sale to PNC, Coates Analytics served seven of the 10 largest broker-dealers, and provided market data, including distribution information, to more than 40 asset management firms.
Prior to starting his own firm, Coates launched SMA businesses at Strong Funds in 2001 and Dreyfus in 1997. He earlier worked in sales at Pitcairn Financial Group and served as a sales officer at The Boston Company. Before joining the investment management industry, Coates was a 1st Lieutenant in the U.S. Army.
Printed from: MFWire.com/story.asp?s=22747
Copyright 2009, InvestmentWires, Inc.
All Rights Reserved