Rick Bradford Coad is a eficient professional, who works in Slk Capital Advisors as a Senior Managing Director since 2019. Rick Bradford Coad gained professional experience in more than 15 positions at different companies. Rick Bradford Coad went to the Jack Welch Management Institute and received education from 2016 to 2019. This person has such professional qualifications as Series 7, 24, 52, 53, 63, 79. Anderson, South Carolina is the area, where this person was lastly known to be located. The professional's email address and phone can be easily accessed through this website on demand.
Name variants:
Ricky Coad
Last updated Jun 14, 2024
Contact Information
Last Update
Jul 11, 2022
Email
rc**@fintrustadvisors.com, rb**@charter.net
Location
Anderson, SC
Company
Slk Capital Advisors
Workplace
Senior Managing Director
Work History
Registered Representative
Saint Louis, MO
Patrick Capital Markets is a privately-held independent broker dealer that is headquartered in St. Louis, Missouri. Patrick Capital acts as a third party marketing and sales firm which offer...
Jan 2017 — Apr 2019
Senior Vice President
124 Verdae Blvd SUITE 504, Greenville, SC 29607
Sought out by FinTrust to open a new Municipal Direct Lending Division, with the premise of assisting banks evaluate lending to municipalities. Established relationships with in excess of 10...
Nov 2015 — Sep 2016
Managing Director
708 3Rd Ave, New York, NY 10017
Parent Company: INTL FCStone’s history dates back to 1924. Through organic growth and acquisitions the company has developed into a global financial services organization that is still expa...
Feb 2014 — Feb 2015
Managing Director
11 north Water Street Ext SUITE 21290, Mobile, AL 36603
Harbor Financial Services is an independent broker dealer (member FINRA/SIPC) and SEC registered investment advisory firm serving both retail and institutional clients. Harbor Financial is t...
Apr 2013 — Dec 2013
Managing Director
6750 Poplar Ave SUITE 300, Memphis, TN 38138
Founded in 1969 and based in Memphis, TN, Duncan-Williams, Inc. ("DWI") is a full-service investment banking firm with over 200 employees in 16 offices located throughout the United States. ...
May 2012 — Apr 2013
Senior Vice President
880 Carillon Pkwy, St Petersburg, FL 33716
Founded in 1962 and a public company since 1983, Raymond James is a diversified financial services holding company with subsidiaries engaged primarily in investment and financial planning, i...
Nov 2005 — Apr 2012
Senior Vice President
9503 Apison Pike, Ooltewah, TN 37363
Director of Public Finance; Manager of the division
Reestablished Public Finance market presence after a five year absence
Grew lower floater portfolio from $25 million to $1.2 billion in...
1994 — 2012
Vice President
1 Cascade Plz FLOOR 1, Akron, OH 44308
Reestablished Bank's presence in the Public Finance market after a 5 year absence,
Obtained new and maintained existing relationships with issuers of debt, bond counsel and financial advis...
1986 — 1994
Vice President
165 Madison Ave, Memphis, TN 38103
Branch manager at 6 branch locations
Leading producer in sales to corporate and retail customers
One of youngest individuals to be named Vice President within the organization
Managed va...
1976 — 1981
Education
2016 — 2019
1978 — 1980
1970 — 1974
1966 — 1970
Occupations
Executive
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Representative
Sales Specialist
Agent
Sales Agent
Corporate Executive
Chief Executive
Accounting Bookkeeper
Bookkeeper
Sales Representative
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