Connor Cote Email & Phone Number

Burlington, Ma, Us

San Francisco, Ca, Us

San Francisco, Ca, Us

Served as interim Head of FP&A at Lucidworks, a leader in AI-powered search solutions, working directly with the CEO and CFO on financial reporting packages and strategy.Served as interim CFO at Dynamo Software, a configurable CRM, investment management and reporting solutions software for alternative asset investment firms focused primarily on LPs, Hedge Funds and Private Equity Firms. Working directly with the CEO on financial reporting, board materials and potential M&A targets having previously worked as the interim Head of FP&A under the former CFO.

San Francisco, Ca, Us

Worked with Managing Operating Partner focused on a portfolio wide Procurement Program including negotiations with companies such as CWT and Salesforce for portfolio wide pricing agreements.Worked with Human Resources team performing Talent Analysis and Optimization ensuring retention and promotion of key talent while focusing on improving lesser contributors.Worked with the Go-To-Market team performing in-depth Sales and Marketing diagnostics at several portfolio companies leading to sales growth and retention of key sales representatives.Maintained quarterly portfolio-wide status report providing key insights to investment committee on which companies should be reviewed during quarterly review playing a pivotal role during the immediate response to the COVID-19 pandemic.Created and maintained a quarterly leadership dashboard evaluating portfolio leadership talent.Helped plan and manage several conferences including the annual CXO conference and annual functional summits.

Charlotte, Nc, Us

Selected Transactions include:Sale of QBE Insurance Latin America to Zurich Insurance for $409 million in the winter of 2017Sale of CoBiz Financial to BOK Financial for $977 million in the summer of 2018

Chestnut Hill, Ma, Us

One of 10 seniors in the Carroll School of Management who advise and guide other CSOM students through his/her time at BC as well as through the recruiting and beginning of his/her career

Charlotte, Nc, Us

Financial Institutions Group

Charlotte, Nc, Us

Participated in a rotational program in market linked investments, equity and debt new issue, and fixed income. Created competitor databases used in monthly, quarterly, and annual reports. Created a social investing platform for integration with Merrill Edge.

Jacksonville, Fl, Us

Created Scorecard Trend reports for the high and moderately-high risk vendors.Executed the Ticket, Purchase Order, Arrival, and Invoice Payment process and procedures as a member of the Procurement Team.Worked closely with several enterprise vendors by executing contract renewals and/or developing a contract for new vendors.

Atlanta, Ga, Us

Assisted 10 to 15 clients per day providing customer support services that ensure customercontracts are current and resolved any questions or customer concerns. Worked as a part of the Customer Services team proactively communicating with customers toensure achievement of customer retention rate. Worked daily with Excel and Salesforce.

Atlanta, Georgia, Us

Assisted with 15 to 20 direct sales per month and with inventory management. Worked with customers as a product specialist for complete line of Audi automobiles, answeringany product related questions, proactively describing features, functions and competitive benefits.

Bachelor’S Degree, Accounting And Finance With A French Language Minor

Full Stack Coding Bootcamp, Computer Science

Business/Commerce, General

Business/Commerce, General

High School