Rick Coad Email & Phone Number
Managing Partner and CCO and Investment Banker Southern Capital Funding Network @ Southern Capital Funding Network, LLC
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Rick Coad Location
- Birmingham, AL, US
Rick Coad Work
- 2025 -now Managing Partner and CCO and Investment Banker Southern Capital Funding Network @
- 2025 -2025 Managing Partner and CCO and Investment Banker Southern Capital Funding Network @ Southern Capital Funding Network
- 2025 -2025 Managing Partner and COO @ Southern Capital Funding Network
- 2024 -now CEO and Owner @ Coad Consulting, LLC
- 2022 -2024 Senior Vice President @
- 2019 -2022 Senior Managing Director @ SLK Capital Advisors
- 2017 -now Owner @ Gbird Productions
- 2017 -now Owner @ Coad Consulting
- 2017 -2019 Registered Representative @
- 2015 -2016 Senior Vice President @ FinTrust Investment Advisors, LLC
- 2014 -2015 Managing Director @ INTL FCStone Securities Inc
- 2013 -2014 Managing Director @ Harbor Financial Services
- 2012 -2013 Managing Director @
- 2005 -2012 Senior Vice President @
- 1994 -2005 SVP @
- 1986 -1994 VP @
- 1976 -1981 VP @
- 1994 -2005 SVP @
Rick Coad Education
- Jack Welch Management Institute
Master of Business Administration (M.B.A.) (Business, Management, Marketing, and Related Support Services)
2016-2019 - Jack Welch Management Institute
Master of Business Administration - MBA (Business Administration and Management, General)
2016-2019 - Mid-South School of Banking
Graduate Degree (Banking and Financial Support Services)
1978-1980 - Belmont University
Bachelor's Degree (Business Administration and Management, General)
1970-1974 - Belmont University
Bachelor of Science - BS (Business Administration and Management, General)
1970-1974 - Belmont University
Bachelor's degree (Business Administration and Management, General)
1970-1974 - Colgate Darden School of Advanced Commercial Lending
(Commercial Lending)
- Belmont University
B.S. (Business Administration and Management, General)
Rick Coad Skills
- Leadership
- Asset Based Lending
- Floor Plan Financing
- Banking
- Fixed Income
- Leases
- Account Management
- Interest Rate Swaps
- Sales
- Financial Planning
- Interest Rate Risk Management
- Portfolio Management
- Financial Modeling
- Investments
- Business Development
- Project Finance
- Finance
- Strategic Planning
- Strategy
- Financial Services
- Commercial Banking
- Interest Rate Derivatives
- Creative Solutions
- Wealth Management
- Underwriting
- Microsoft Office
- FINRA
- Executive Support
- Risk Assessment
- Marketing
- Asset Management
- New Business Development
- Creative Strategy
- Credit
- Legal Compliance
- Risk Management
- Financial Analysis
- Regulatory Compliance
- Business Strategy
- Management
- Investment Banking
- Credit Analysis
- Project Management
- Due Diligence
- Municipal Bonds
- Marketing Strategy
- Operational Due Diligence
- Mergers and Acquisitions
- Loans
- Commercial Lending
- Securities
Rick Coad Summary
- Rick Coad, based in Birmingham, AL, US, is currently a Managing Partner and CCO and Investment Banker Southern Capital Funding Network at Southern Capital Funding Network, LLC. Rick Coad brings experience from previous roles at Southern Capital Funding Network, Coad Consulting, LLC and D.A. Davidson Companies. Rick Coad holds a 2016 - 2019 Master of Business Administration (M.B.A.) in Business, Management, Marketing, and Related Support Services @ Jack Welch Management Institute. With a robust skill set that includes Leadership, Asset Based Lending, Floor Plan Financing, Banking, Fixed Income and more. Rick Coad has 3 emails and 2 mobile phone numbers on RocketReach.
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