Alan Cooke

Alan Cooke Email and Phone Number

Chief Financial Officer at Insurance Systems Inc. @ Insurance Systems Inc.
Alan Cooke's Location
Greater Boston, United States, United States
Alan Cooke's Contact Details
About Alan Cooke

I have over 15 years of experience as a SaaS CFO, with a track record of scaling organizations efficiently and working with sales teams to drive rapid growth. In addition to my SaaS experience, I'm an alumnus of McKinsey, Merrill Lynch and Oracle. I hold an MBA from the MIT Sloan School of Management, a JD from the University of Toronto, a BA in accounting and economics from the University of Ottawa, and a CFA designation. I'm also a licensed attorney in New York state.

Alan Cooke's Current Company Details
Insurance Systems Inc.

Insurance Systems Inc.

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Chief Financial Officer at Insurance Systems Inc.
Alan Cooke Work Experience Details
  • Insurance Systems Inc.
    Chief Financial Officer
    Insurance Systems Inc. Sep 2024 - Present
    Toronto, On, Ca
    Lead the finance, accounting and human resources teams for ISI, a SaaS provider of policy administration software for P&C insurers. ISI is backed by NexPhase Capital.
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  • Alessa
    Chief Financial Officer
    Alessa 2022 - 2024
    Ottawa, Ontario, Ca
    Led the finance, accounting and legal teams for Alessa, a SaaS provider of KYC and AML compliance and fraud prevention solutions.
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  • Attivio
    Chief Financial Officer
    Attivio 2008 - 2020
    Led the finance, accounting, legal and human resources teams for Attivio, a SaaS provider of Artificial Intelligence software servicing major financial institutions and other Fortune 500 enterprises. Attivio was backed by Oak Investment Partners and State Street Private Equity. Attivio was sold to ServiceNow.
  • Merrill Lynch
    Equity Research Analyst (Enterprise Software)
    Merrill Lynch 2005 - 2008
    New York, Ny, Us
    Advised institutional clients on investment strategies for the stocks of infrastructure and application software companies. Wrote various thought-pieces, including highlighting the increasing role of the SaaS business model. Conducted due diligence and launched coverage on companies going public, including the IPOs of VMware, BladeLogic, Deltek, and Taleo. Covered Oracle, Microsoft, Salesforce.com, VMware, Sybase, Lawson, Informatica, SPSS, Blackboard, Blackbaud, RightNow, Taleo, Concur, RedHat, Tibco, Deltek and JDA Software. Also covered Siebel, BladeLogic, WebEx, Opsware, and Mercury Interactive before their acquisitions.
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  • Wachovia
    Equity Research Analyst (Enterprise Software)
    Wachovia 2004 - 2005
    San Francisco, California, Us
    Advised institutional clients on investment strategies for the stocks of application and business intelligence software companies.
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  • Oracle Corporation
    Senior Director, Business Development & Sales Strategy
    Oracle Corporation 2000 - 2004
    Austin, Texas, Us
    Led a team of business development managers and analysts within the North American sales organization. Built specialist sales and business development teams in the US, Canada and India, driving an incremental $18 million in annual sales of middleware and applications software. Negotiated partnerships with major systems integrators, increasing partner implementations of Oracle CRM solutions from 5% to 50% of active projects. Closed sales of ERP software in the US, Japan and Singapore, including a $15 million global licence deal to Citigroup.
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  • Mckinsey & Company
    Strategy Consultant
    Mckinsey & Company 1997 - 2000
    Us
    Provided strategic and operational advice to senior executives in a variety of industries (high tech, financial services, beer, and sports) with a focus on Mergers & Acquisitions.
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Alan Cooke Skills

Enterprise Software Business Development Strategy Entrepreneurship Business Strategy Start Ups Due Diligence Executive Management Strategic Partnerships Management Business Analysis Leadership Saas Finance Cross Functional Team Leadership Go To Market Strategy Unified Information Access Attivio Aie Sales Management

Alan Cooke Education Details

  • Mit Sloan School Of Management
    Mit Sloan School Of Management
    Financial Management
  • University Of Toronto
    University Of Toronto
    Jd
  • University Of Ottawa
    University Of Ottawa
    Accounting And Economics

Frequently Asked Questions about Alan Cooke

What company does Alan Cooke work for?

Alan Cooke works for Insurance Systems Inc.

What is Alan Cooke's role at the current company?

Alan Cooke's current role is Chief Financial Officer at Insurance Systems Inc..

What is Alan Cooke's email address?

Alan Cooke's email address is ac****@****fin.com

What is Alan Cooke's direct phone number?

Alan Cooke's direct phone number is +161798*****

What schools did Alan Cooke attend?

Alan Cooke attended Mit Sloan School Of Management, University Of Toronto, University Of Ottawa.

What are some of Alan Cooke's interests?

Alan Cooke has interest in Children.

What skills is Alan Cooke known for?

Alan Cooke has skills like Enterprise Software, Business Development, Strategy, Entrepreneurship, Business Strategy, Start Ups, Due Diligence, Executive Management, Strategic Partnerships, Management, Business Analysis, Leadership.

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