Brian Lloyd Email & Phone Number
Founder and CEO @ Painted Porch Advisors, LLC
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Brian Lloyd Location
- Santa Barbara, CA, US
Brian Lloyd Work
- 2019 -now Founder and CEO @
- 2015 -2022 Board Member @ Stinner Bicycle Company
- 2007 -2019 Managing Partner and CEO @ West Coast Financial
- 2009 -2018 Board Member @
- 2004 -2007 Co-Founder, CFO and Board Member @
- 2000 -2001 Equity Analyst Telecommunications and Internet Infrastructure @ S/A/C Capital Management LLC
- 1999 -2000 Associate @ SG Capital Partners LLC
- 1998 -1998 Senior Operations Specialist @ InterAct Systems, Incorporated
- 1997 -1998 Analyst - Leveraged Finance Group @
- 1995 -1997 Financial Analyst - Media and Telecommunications High Yield Finance @ NationsBanc Capital Markets, Inc.
Brian Lloyd Education
- Southern Methodist University - Cox School of Business
Bachelor Of Business Administration (Business Finance)
1991-1995 - Southern Methodist University
Bachelor Of Business Administration (Finance)
1991-1995 - LD Bell HS 1989-1991
Brian Lloyd Skills
- Wealth Management
- Financial Analysis
- Investments
- Portfolio Management
- Strategy
- Entrepreneurship
- Business Strategy
- Finance
- Retirement Planning
- Private Equity
- Venture Capital
- Corporate Development
- Business Modeling
- Telecom BSS
- Mergers
- Strategic Financial Planning
- Start-ups
- Business Development
- Financial Modeling
- Public Speaking
- Coaching
- Management
- Due Diligence
- Corporate Finance
- Leadership
- Investment Banking
- Strategic Planning
- Investment Management
- Asset Management
- Equities
- Securities
- Start Ups
- Project Management
- Sales
- Mergers and Acquisitions
Brian Lloyd Summary
- Brian Lloyd, based in Santa Barbara, CA, US, is currently a Founder and CEO at Painted Porch Advisors, LLC. Brian Lloyd brings experience from previous roles at Stinner Bicycle Company, West Coast Financial, Girls Inc. of Greater Santa Barbara and Scooter Media Partners, LLC. Brian Lloyd holds a 1991 - 1995 Bachelor Of Business Administration in Business Finance @ Southern Methodist University - Cox School of Business. With a robust skill set that includes Wealth Management, Financial Analysis, Investments, Portfolio Management, Strategy and more. Brian Lloyd has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Painted Porch Advisors, LLC Employees
Dana Weymouth
Chief Operating Officer (COO)
Nashville, TN, US
Devon Frazier
Associate Advisor
Bend, OR, US
Carson Hansen
Financial Analyst
Portland, OR, US
Jenny Pillans
Client Concierge
Austin, TX, US
Alese Lepore
Senior Client Concierge
Dallas, TX, US
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