Joe Beard

Joe Beard Email and Phone Number

Co-Founder and CEO @ CollateralEdge
Dallas, TX, US
Joe Beard's Location
Dallas, Texas, United States, United States
Joe Beard's Contact Details
About Joe Beard

ENTREPRENEUR | INNOVATOR | SERVANT LEADER | PROBLEM SOLVERI am the Co-Founder & CEO of CollateralEdge, a Dallas-based, fintech platform that provides banks with a flexible, automated sales enablement solution to efficiently increase lending capacity without compromising credit quality. My diverse career across the military, technology, investment banking and venture capital has prepared me to be an entrepreneur. Former Partner at Perot Jain, a Dallas-based venture capital firm. Led 40+ investments in 5 years including: Booster Fuels, Pickup, Abundant Robotics, Bioz, Spacee, Bestmile, Jobiak, Shiftsmart, and Hypergiant. Founder and Board Member of Venture Dallas, the premier venture capital conference in the DFW region. Recipient of the Tech Titans Investment Catalyst Award.Spent 8 years as an investment banker in New York and Dallas. Executed approximately $10 billion in transactions across M&A, debt and equity.I am a proud graduate and supporter of all things West Point!

Joe Beard's Current Company Details
CollateralEdge

Collateraledge

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Co-Founder and CEO
Dallas, TX, US
Employees:
6
Joe Beard Work Experience Details
  • Collateraledge
    Co-Founder And Ceo
    Collateraledge
    Dallas, Tx, Us
  • Collateraledge
    Co-Founder & Ceo
    Collateraledge 2020 - Present
    Richardson, Texas, Us
    CollateralEdge is a Dallas-based, fintech platform that provides banks with a flexible, automated sales enablement solution to efficiently increase lending capacity without compromising credit quality.
  • Venture Dallas
    Co-Founder
    Venture Dallas 2019 - Present
    Dallas, Tx, Us
    The premier venture capital conference in Dallas connecting early stage investors to innovative startups in North Texas.
  • Texchange Dfw
    Board Member
    Texchange Dfw 2019 - 2021
    Dallas, Tx, Us
    TeXchange DFW is the premier technology community in the region connecting founders, business executives and investors.
  • Perot Jain, L.P.
    Partner
    Perot Jain, L.P. 2015 - 2020
    Dallas, Tx, Us
    A seed and early stage venture capital firm. We invest in and partner with extraordinary entrepreneurs whom are leading the next wave of disruptive technologies.
  • Commerce Street Holdings, Llc
    Managing Director
    Commerce Street Holdings, Llc 2014 - 2015
    Dallas, Texas, Us
    Co-Head of the Corporate Investment Banking Group. Provided investment banking services to lower middle market companies in the Global Industrial, Consumer Retail and Specialty Finance sectors.
  • Sweetwater Holdings
    Senior Managing Director
    Sweetwater Holdings 2012 - 2014
    Early stage agri-solutions platform developing businesses in emerging markets to address international food security objectives. Investments included slaughter facilities and feedlot operations in Turkey and Tanzania to service beef demand in the emerging world. Served as the Head of Corporate Strategy and Development. Conducted business in areas such as London, Dubai, Turkey, Doha and Tanzania.
  • Bank Of America Merrill Lynch
    Vice President
    Bank Of America Merrill Lynch 2009 - 2011
    New York, Ny, Us
    Global Industrial and Consumer Retail Investment Banking
  • Mht Partners
    Principal
    Mht Partners 2008 - 2009
    Dallas, Tx, Us
    Middle Market Investment Banking for High Growth, Tech Enabled Businesses
  • Bear Stearns
    Associate
    Bear Stearns 2006 - 2008
    Montreal, Qc, Ca
    Global Industrial and Consumer Retail Investment Banking
  • Bank Of America
    Associate
    Bank Of America 2004 - 2006
    Charlotte, Nc, Us
    Media & Telecom Mergers & Acquisitions
  • Applied Materials
    Account Manager
    Applied Materials 2001 - 2003
    Santa Clara, Ca, Us
    Business Management / Business Development within the Semiconductor Industry
  • Us Army
    Captain
    Us Army 1996 - 2001
    Arlington, Virginia, Us
    Air Defense Company Commander, Executive Officer and Platoon Leader

Joe Beard Skills

Investment Banking Business Development Corporate Finance Management Financial Modeling Venture Capital Private Equity Valuation Mergers

Joe Beard Education Details

  • Columbia Business School
    Columbia Business School
    Finance
  • United States Military Academy At West Point
    United States Military Academy At West Point
    Discrete Mathematics
  • Singularity University
    Singularity University
    Exponential Technology

Frequently Asked Questions about Joe Beard

What company does Joe Beard work for?

Joe Beard works for Collateraledge

What is Joe Beard's role at the current company?

Joe Beard's current role is Co-Founder and CEO.

What is Joe Beard's email address?

Joe Beard's email address is jo****@****ail.com

What schools did Joe Beard attend?

Joe Beard attended Columbia Business School, United States Military Academy At West Point, Singularity University.

What skills is Joe Beard known for?

Joe Beard has skills like Investment Banking, Business Development, Corporate Finance, Management, Financial Modeling, Venture Capital, Private Equity, Valuation, Mergers.

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