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@carticacapital.com
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4 phones found area 202
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LinkedIn matched
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Brian Coad is listed as Financial Executive with a strong business sense | Creating the infrastructure to accelerate and support growth at Cartica Acquisition Corp, based in Washington, District of Columbia, United States. AeroLeads shows a work email signal at carticacapital.com, phone signal with area code 202, and a matched LinkedIn profile for Brian Coad.
Brian Coad previously worked as Chief Operating Officer | Chief Financial Officer at Cartica Acquisition Corp and President at The Coad Group. Brian Coad holds Bba, Finance from Southern Methodist University.
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AeroLeads found 2 current-domain work email signals for Brian Coad. Compare company email patterns before reaching out.
Brian Coad is a financial executive successful in partnering with C-level executives, board members and business leaders to build and manage financial and operational processes, analyze business opportunities, rationalize cost structures, and assess and communicate strategies. His experience includes raising capital across a variety of platforms, acquiring and growing businesses, and improving operating margins by partnering with business unit leadership to reengineer operating processes and rationalize cost structures. As a dynamic and engaging financial leader, Brian has had success in building new companies, turning around struggling organizations and accelerating growth in existing businesses. He has a strong strategic and operational focus, with a unique ability to lead, manage and do, and is known for asking the tough questions which drive his teams to understand how and why things work. With his breadth of experience, keen focus, and agility in approach, Brian puts the structure and process in place that is necessary for growth, and helps the leadership team think more broadly about their business.Specialties• Creating the support and infrastructure to accelerate and support growth in small to mid-size service businesses in the financial industry• Operating at both a strategic level and tactical, detailed level, drilling down to the core issues affecting business growth• Relating, connecting and collaborating with others to support the business, tell the story and drive it forward.
Listed skills include Strategic Planning, Corporate Governance, Financial And Operational Leadership, Financial Reporting And Compliance, and 1 others.
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A career timeline built from the work history available for this profile.
Washington, District Of Columbia, United States
A $230 million “blank check” corporation focused on acquiring a technology company in the digital ecosystem. The firm is listed on the NASDAQ Global Market on January 5, 2022, and trades under the tickers CITEU, CITE and CITEW.
Washington Dc-Baltimore Area
Strategic advisory and consulting firm supporting founders and entrepreneurs in building long-term sustainable business models and organizations.Recent engagements include a long-only private fund launch, buyside and sell side M&A and capital raising engagements in the lower middle market, leadership development and organizational design, and executive level functional support.
Washington Dc-Baltimore Area
Partner with lower middle private equity firms and founder-led, family-owned and entrepreneur run businesses in raising capital
Washington, D.C.
Entrepreneurial alternative asset manager focused exclusively on emerging markets, employing a private equity approach to improving the corporate governance of listed and privately-held companies globally. Areas of responsibility include finance, operations, legal & compliance, client service, investment reporting, marketing and human resources.
New York, Ny
Founded in 2009, the firm is a middle-market investment bank focused on corporate credit and structured products. Provided accounting and finance leadership to nascent organization in a hands-on role. Primary focus on building a solid, efficient control function. Areas of responsibility spanned accounting, finance, treasury, payroll and tax as well as supporting brokerage clearing and operations. • Managed financial control structure and ensured financial statements were prepared in accordance with U.S. GAAP. Led financial regulatory reporting, including 15c3-1 (FOCUS). Financial and operations principal (FINOP) with oversight of the clearing operations. Built finance and accounting function de novo, including designing and implementing framework of processes and controls. •Provided decision support to executive management regarding compensation structures, acquisitions and new business opportunities, including transaction structure, investment return, business model viability, accounting, regulatory and tax implications.
New York, Ny
Publicly-traded investment bank (NASDAQ: BPSG / FACT) providing clients with research-based investment opportunities in the corporate middle-market, financial advisory, equity and fixed income capital markets services. Firm subsequently acquired Gleacher & Co, an M&A advisory firm, and was later renamed Gleacher & Company, Inc.(NASDAQ: GLCH). Provided strategic direction and financial leadership to an organization in transition. • Managed preparation and communication of all financial reporting. Responsible for ensuring financial statements were in accordance with U.S. GAAP and fulfilling all SEC financial reporting requirements including Forms 10-K, 10-Q, and 8-K. Financial and operations principal (FINOP) responsible for oversight and management of firm’s clearing operations and regulatory reporting, including 15c3-1 (FOCUS) and 15c3-3. • Partnered with CEO on business strategy and execution. Led planning, management reporting, and expense control, establishing financial and operating metrics viewed as critical to achieving success. Developed and implemented new business strategy resulting in the disposal of non-core, non-growth businesses and significantly reengineering the existing cost structure. • Responsible for corporate and business risk management. Member of Internal Controls Committee and executive charged with ensuring compliance with Sarbanes-Oxley.• Interfaced with various stakeholders in communicating firm’s financial results and business strategy. Managed quarterly earnings process, working with the Board of Directors, Audit Committee and external auditors.
New York, Ny
Assisted executive management with development of strategy, establishing financial and operational goals, measuring success against those goals, and identifying and communicating meaningful business trends.• Led strategic planning and budgeting activities; successfully developed plans to control and reduce costs. Partnered with senior management to discuss issues, concerns, and opportunities. • Designed and developed financial models for executive management and board directors to interpret data and trends, improve financial performance, and evaluate new business opportunities.• Led assessment of existing business model and future growth prospects of asset management business. Managed negotiations which resulted in the sale of the equity and fixed income asset management segments, eliminating significant operating losses.
Dallas, Tx
A boutique investment bank specializing in energy and technology. Frost Securities, Inc. is a wholly-owned subsidiary of Cullen/Frost Bankers Inc. (NYSE:CFR). Provided financial and operational leadership to nascent organization. Responsible for ensuring all logistics functions were effectively and efficiently supporting the organization and its mission. Span of responsibility included all administrative and finance functions.• Firm’s financial and operations principal (FINOP) and Chief Compliance Officer (CCO) responsible for oversight and management of firm’s clearing operations, compliance and regulatory reporting, including 15c3-1 (FOCUS). Coordinated strategic planning and corporate governance.
Dallas, Tx
A middle-market investment bank providing financial advisory, underwriting, sales, trading and research. Firm was subsequently acquired by Royal Bank of Canada (NYSE: RY).
Quick answers generated from the profile data available on this page.
Brian Coad works for Cartica Acquisition Corp.
Brian Coad is listed as Financial Executive with a strong business sense | Creating the infrastructure to accelerate and support growth at Cartica Acquisition Corp.
AeroLeads has found 2 work email signals at @carticacapital.com for Brian Coad at Cartica Acquisition Corp.
AeroLeads has found 4 phone signal(s) with area code 202 for Brian Coad at Cartica Acquisition Corp.
Brian Coad is based in Washington, District of Columbia, United States while working with Cartica Acquisition Corp.
Brian Coad has worked for Cartica Acquisition Corp, The Coad Group, Sellside Group, Llc, Arena, and Cartica Management, Llc.
You can use AeroLeads to view verified contact signals for Brian Coad at Cartica Acquisition Corp, including work email, phone, and LinkedIn data when available.
Brian Coad holds Bba, Finance from Southern Methodist University.
Brian Coad is listed with skills including Strategic Planning, Corporate Governance, Financial And Operational Leadership, Financial Reporting And Compliance, and Raising Capital.
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