Resumes
Resumes

Senior Managing Director
View pageLocation:
128 east Benson St, Anderson, SC 29624
Industry:
Financial Services
Work:
Slk Capital Advisors
Senior Managing Director
Patrick Capital Markets, Llc Jan 2017 - Apr 2019
Registered Representative
Coad Consulting Jan 2017 - Apr 2019
Chief Executive Officer
Fintrust Investment Advisors, Llc Nov 2015 - Sep 2016
Senior Vice President
Intl Fcstone Inc. Feb 2014 - Feb 2015
Managing Director
Senior Managing Director
Patrick Capital Markets, Llc Jan 2017 - Apr 2019
Registered Representative
Coad Consulting Jan 2017 - Apr 2019
Chief Executive Officer
Fintrust Investment Advisors, Llc Nov 2015 - Sep 2016
Senior Vice President
Intl Fcstone Inc. Feb 2014 - Feb 2015
Managing Director
Education:
Jack Welch Management Institute 2016 - 2019
Master of Business Administration, Masters, Marketing, Business Management Mid - South School of Banking 1978 - 1980
Belmont University 1970 - 1974
Bachelors, Business Administration, Management, Business Administration and Management, Chemistry Carmel High School 1966 - 1970
Carmel High School, Carmel, In
Strayer University
Master of Business Administration, Masters Colgate Darden School of Advanced Commercial Lending
Master of Business Administration, Masters, Marketing, Business Management Mid - South School of Banking 1978 - 1980
Belmont University 1970 - 1974
Bachelors, Business Administration, Management, Business Administration and Management, Chemistry Carmel High School 1966 - 1970
Carmel High School, Carmel, In
Strayer University
Master of Business Administration, Masters Colgate Darden School of Advanced Commercial Lending
Skills:
Banking
Finance
Financial Analysis
Investments
Leadership
Management
Mergers and Acquisitions
Commercial Banking
Investment Banking
Portfolio Management
Strategic Planning
Business Strategy
Financial Services
Strategy
Business Development
Interest Rate Derivatives
Interest Rate Swaps
Interest Rate Risk Management
Municipal Bonds
Marketing Strategy
Asset Management
Credit Analysis
Financial Planning
Project Management
Microsoft Office
New Business Development
Project Finance
Asset Based Lending
Credit
Risk Assessment
Marketing
Creative Solutions
Creative Strategy
Fixed Income
Leases
Floor Plan Financing
Regulatory Compliance
Legal Compliance
Finra
Operational Due Diligence
Risk Management
Securities
Financial Modeling
Loans
Sales
Due Diligence
Underwriting
Wealth Management
Commercial Lending
Account Management
Finance
Financial Analysis
Investments
Leadership
Management
Mergers and Acquisitions
Commercial Banking
Investment Banking
Portfolio Management
Strategic Planning
Business Strategy
Financial Services
Strategy
Business Development
Interest Rate Derivatives
Interest Rate Swaps
Interest Rate Risk Management
Municipal Bonds
Marketing Strategy
Asset Management
Credit Analysis
Financial Planning
Project Management
Microsoft Office
New Business Development
Project Finance
Asset Based Lending
Credit
Risk Assessment
Marketing
Creative Solutions
Creative Strategy
Fixed Income
Leases
Floor Plan Financing
Regulatory Compliance
Legal Compliance
Finra
Operational Due Diligence
Risk Management
Securities
Financial Modeling
Loans
Sales
Due Diligence
Underwriting
Wealth Management
Commercial Lending
Account Management
Interests:
Children
Cooking
Environment
Scuba
Education
Little Red Door
Poverty Alleviation
Fitness
Music
Disaster and Humanitarian Relief
Evangelistic Missions To Romania
Human Rights
Animal Welfare
Arts and Culture
Health
Cooking
Environment
Scuba
Education
Little Red Door
Poverty Alleviation
Fitness
Music
Disaster and Humanitarian Relief
Evangelistic Missions To Romania
Human Rights
Animal Welfare
Arts and Culture
Health
Languages:
French
English
English
Certifications:
Series 7, 24, 52, 53, 63, 79

Rick Coad
View pageLocation:
Birmingham, AL
Skills:
Red Cross

Senior Vice President
View pageLocation:
Birmingham, AL
Industry:
Financial Services
Work:
Morgan Keegan
Senior Vice President
Senior Vice President

Rick Coad
View pageLocation:
Birmingham, AL
Interests:
Cooking
Scuba
Little Red Door
Fitness
Music
Evangelistic Missions To Romania
Scuba
Little Red Door
Fitness
Music
Evangelistic Missions To Romania

Rick Coad
View pageLocation:
United States

Rick Coad
View pageLocation:
United States

Rick Coad Birmingham, AL
View pageWork:
INTL FCStone
2014 to 2000
Managing Director/Owner
Harbor Financial Services
Birmingham, AL
Apr 2013 to Dec 2013
Managing Director
Duncan Williams Inc
Birmingham, AL
May 2012 to Apr 2013
Managing Director
Raymond James/Morgan Keegan/AmSouth Bank
Birmingham, AL
Mar 1994 to Apr 2012
Senior Vice President
2014 to 2000
Managing Director/Owner
Harbor Financial Services
Birmingham, AL
Apr 2013 to Dec 2013
Managing Director
Duncan Williams Inc
Birmingham, AL
May 2012 to Apr 2013
Managing Director
Raymond James/Morgan Keegan/AmSouth Bank
Birmingham, AL
Mar 1994 to Apr 2012
Senior Vice President
Education:
Belmont University
Nashville, TN
1970 to 1974
BS in Business Administration and Chemistry
Nashville, TN
1970 to 1974
BS in Business Administration and Chemistry