David Coultas Email & Phone Number
Chief Financial and Operations Officer @ Accion Opportunity Fund
5 free lookup(s).
David Coultas Location
- California, United States
David Coultas Work
- 2023 - now Chief Financial and Operations Officer @
- 2021 - 2023 Chief Financial Officer @
- 2020 - 2021 CFO @
- 2019 - 2021 Chief Financial Officer @
- 2019 - 2021 Consulting CFO @
- 2019 - 2021 Consulting CFO and Bay Area SAAS Practice Leader @
- 2019 - 2021 Chief Financial Officer @
- 2016 - 2018 CFO, Americas Technology and Support Functions, Managing Director @
- 2014 - 2015 CFO Commercial and Transaction Banking, Managing Director @
- 2010 - 2014 CFO, Corporate Treasury and Capital Management @
David Coultas Education
- The University of Texas at Austin
Bachelor of Business Administration - BBA (Accounting)
David Coultas Skills
- Corporate Finance
- Mergers & Acquisitions
- Financial Systems Implementation
- Banking
- Portfolio Management
- Capital Markets
- Financial Modeling
- Credit Risk
- Treasury Management
- Finance
- Fixed Income
- Derivatives
- Valuation
- Due Diligence
- Securities
- Strategic Planning
- Asset Managment
- Mergers
- Hedging
- Financial Markets
- Financial Analysis
- Investments
- Financial Services
- Treasury
- Risk Management
- Project Planning
- Generally Accepted Accounting Principles (GAAP)
- Leadership
- Executive Management
- Digital Transformation
- Capital Management
- Fixed Income Portfolio Management
- Strategy Execution
- Finance Transformation
- Financial Accounting
- Liquidity Risk
- Asset Management
- Financial Structuring
- Loans
- Structured Finance
- Bloomberg
- Management
- Auditing
- Strategy
- Funding
- Strategic Sourcing
- Financial Risk
- Financial Planning
- Cash Flow Forecasting
- expense management
David Coultas Summary
- David Coultas, based in California, United States, is currently a Chief Financial and Operations Officer at Accion Opportunity Fund. David Coultas brings experience from previous roles at Protego Trust, Clarity Movement Co., Raise Commercial Real Estate and Monarch Money. David Coultas holds a Bachelor of Business Administration - BBA in Accounting @ The University of Texas at Austin. With a robust skill set that includes Corporate Finance, Mergers & Acquisitions, Financial Systems Implementation, Banking, Portfolio Management and more. David Coultas has 2 emails and 1 mobile phone numbers on RocketReach.
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