Carole K. Crawford, Cfa, Nacd.Dc Email and Phone Number
Carole K. Crawford, Cfa, Nacd.Dc work email
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Carole K. Crawford, Cfa, Nacd.Dc personal email
Global finance and investment executive with 25+ years of leadership experience driving investment and business results in an ever-changing environment. Diverse experience spanning asset and wealth management and strategic c-suite roles. Entrepreneurial, forward-looking, trusted advisor, fostering relationships at the highest level of industry and government. Trademark revitalization process, cultivating innovation and driving growth aligned with an organization’s competitive edge and culture. Robust investment expertise across multiple asset classes in public and private markets, including sustainable, venture and niche investments.Fintech Expert, actively engaged in its complex innovation ecosystem of startups, investors, incumbent banks and investment firms, consultants, advisors and regulators, identifying industry trends and relevant opportunities. She has an avid interest in the political process, and has served on business, economic policy and finance councils for several Presidential, Congressional and major Mayoral campaigns, called on by political leaders on both sides of the aisle and around the globe to engage entrepreneurs and business leaders in the political process.
Fincap360
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FounderFincap360 Aug 2007 - PresentAn advisor to founders and family offices, fincap360 sets up and manages entrepreneurial family offices, as well as venture capital direct and co-investments initiatives. fincap360 also provides interim CFO services for VC backed startups and client portfolio companies. Vertical focus includes fintech, AI, SaaS, branded ecommerce, edtech, beautytech, IOT and sport tech. As a FinTech expert, sub-vertical focus includes blockchain/DLT, data science, AI, alt data, capital markets/investments, insurtech, bitcoin/cryptocurrency, marketplace lending, and crowdfunding.
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Global Board Chair100 Women In Finance Jan 2023 - PresentUs -
Board Director, Treasurer + Founder Global 100Wfintech Initiative100 Women In Finance Mar 2020 - PresentUs100WFinTech, a 100WF global visibility Initiative, elevates the public profile of female FinTech leaders, enables their stronger interconnectivity to the FinTech ecosystem, and inspires the next generation of female FinTech talent.
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Senior Advisor (Consultant)Cfa Institute Aug 2023 - Jun 2024Charlottesville, Va, Us -
Managing Director, Americas And Global Event SolutionsCfa Institute Jul 2021 - Jul 2023Charlottesville, Va, UsAs Managing Director for the Americas region, I was responsible for leadership, strategic direction, and growth for the largest region globally, consisting of 40+ countries, 90+ societies, over 100,000 members, and some of our strongest institutional partnerships across Canada, the United States, the Atlantic Islands, and Latin America. I lead the region in promoting the highest standards of education, ethics, and professional excellence in the investment profession. I was promoted to increase the profitability and influence of our global events business. Our vision: Empowering the investment industry to realize the world’s greatest possibilities.
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Senior Investment Consultant, Crawford Wealth Management Of RjaRaymond James & Associates, Inc. May 2005 - Jul 2007Created a “family office” offering, serving as CIO and providing comprehensive private wealth management. Ranked in the top 10% of the firm by average client relationship size. Leading advisor with the alternative investments and SMAs. -
Senior Investment Consultant, Wealth Management; Alternative Investments & Sma Branch CoordinatorMorgan Stanley May 1995 - May 2005New York, Ny, UsBuilt a successful wealth management practice focused on dot-com era entrepreneurs, c-level executives, and professionals and their related corporations and nonprofits. Led business development for alternative investments and separately managed accounts (SMA) in two large offices.-Outperformed relative benchmarks with smooth risk-adjusted returns, building custom portfolios using mean-variance optimization for a strategic asset allocation, with short term tactical positioning. -Significantly increased client’s post sale assets on exits via pre-liquidity deal structure scenario analysis, optimizing for post-liquidity wealth, tax, investment, estate and charitable plans. -Selected to help create a firm wide client acquisition pilot program recognized as having deep client relationships, a systematic business development and marketing process, reoccurring seminars, strong strategic alliances and a building a referral network.-Successfully led internal business development efforts to transition advisors’ practices from transaction to fee based business, converting 80% of the office and consistently raised over $200M per year in new fee based business and alternative investments. -
Registered Representative, Axa Advisors, LlcAxa Financial 1992 - 1995UsProvided comprehensive financial planning to small businesses, nonprofits and military officers. Ranked in the top 10 in the country for mutual fund sales. -
Cfo/ControllerCki 1989 - 1992Melbourne, Victoria, AuConverted the wind down of an almost defunct software development company to a turnaround with a $100M exit in today's dollars. Full accounting cycle, A/P, A/R, bank reconciliations, monthly close, payroll, financial reporting, tax and H/R responsibility. Counseled CEO across a wide range of structural, strategic business planning and corporate development matters. -
Staff AccountantStephen G Yeonas Co 1987 - 1989Excelled as family office accountant, responsible for corporate, personal and foundation accounting for a multi-generational real estate development firm with 8 affiliates. Managed bank relationships, A/P, A/R, G/L, payroll, tax reporting, prepared cash flow and other financial statements, budgets, job costing and investment oversight.
Carole K. Crawford, Cfa, Nacd.Dc Skills
Carole K. Crawford, Cfa, Nacd.Dc Education Details
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The Wharton SchoolCertified Investment Management Analyst Program -
University Of MichiganEconomics
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Howard UniversityMathematics
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Cincinnati Country Day SchoolHigh School
Frequently Asked Questions about Carole K. Crawford, Cfa, Nacd.Dc
What company does Carole K. Crawford, Cfa, Nacd.Dc work for?
Carole K. Crawford, Cfa, Nacd.Dc works for Fincap360
What is Carole K. Crawford, Cfa, Nacd.Dc's role at the current company?
Carole K. Crawford, Cfa, Nacd.Dc's current role is Forbes 50 over 50 | Next Gen Family Office | Board Chair 100 Women in Finance | Former MD CFA Institute | Morgan Stanley Alum | Fintech.
What is Carole K. Crawford, Cfa, Nacd.Dc's email address?
Carole K. Crawford, Cfa, Nacd.Dc's email address is cc****@****any.org
What schools did Carole K. Crawford, Cfa, Nacd.Dc attend?
Carole K. Crawford, Cfa, Nacd.Dc attended The Wharton School, University Of Michigan, Howard University, Cincinnati Country Day School.
What are some of Carole K. Crawford, Cfa, Nacd.Dc's interests?
Carole K. Crawford, Cfa, Nacd.Dc has interest in Children, Economic Empowerment, Politics, Education, Arts And Culture.
What skills is Carole K. Crawford, Cfa, Nacd.Dc known for?
Carole K. Crawford, Cfa, Nacd.Dc has skills like Investments, Wealth Management, Finance, Venture Capital, Management, Alternative Investments, Securities, Strategic Planning, Leadership, Strategy, Financial Modeling, Financial Services.
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