David Coultas's Location
California, United States
David Coultas's Work
- Chief Financial Officer @ Accion Opportunity Fund
- Chief Financial Officer @ Protego Trust
- CFO @ Clarity Movement Co.
- Chief Financial Officer @ HelloOffice
- Consulting CFO @ Monarch Money
- Consulting CFO and Bay Area SAAS Practice Leader @ Burkland
- Chief Financial Officer @ CXO Nexus, Inc.
- CFO, Americas Technology and Support Functions, Managing Director @ PT. MITSUBISHI HC CAPITAL AND FINANCE INDONESIA
- CFO Commercial and Transaction Banking, Managing Director @ Union Bank
- CFO, Corporate Treasury and Capital Management @ Union Bank
David Coultas's Education
- The University of Texas at Austin
David Coultas's Skills
- Portfolio Management
- Financial Modeling
- Capital Markets
- Valuation
- Derivatives
- Due Diligence
- Fixed Income
- Banking
- Credit Risk
- Asset Managment
David Coultas's Summary
David Coultas, based in California, United States, is currently a Chief Financial Officer at Accion Opportunity Fund, bringing experience from previous roles at Protego Trust, Clarity Movement Co., Raise Commercial Real Estate and Monarch Money. David Coultas holds a The University of Texas at Austin. With a robust skill set that includes Portfolio Management, Financial Modeling, Capital Markets, Valuation, Derivatives and more, David Coultas contributes valuable insights to the industry. David Coultas has 4 emails on RocketReach.
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