David Coad
Vice President, Wealth Management Solutions Sales at Linedata | Boston, Massachusetts, United States
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David Coad serves as the Vice President of Wealth Management Solutions Sales at Linedata, where he leverages his extensive expertise in financial services to drive growth and innovation. With a dynamic approach to sales leadership, David has consistently directed high-performing teams to deliver tailored solutions that empower clients to meet their business objectives. His deep knowledge of multi-asset portfolio management, compliance, and data integration positions him as a key player in the wealth management sector, where he focuses on enhancing operational efficiency through process automation and advanced data management services.
At Linedata, David is spearheading several key projects aimed at integrating artificial intelligence and data analytics into wealth management practices, enabling clients to harness the power of data for strategic decision-making. His proficiency in alternative investments and cyber security further strengthens Linedata's offerings, ensuring that clients not only achieve compliance but also gain a competitive edge in an increasingly complex market.
As a market entry and growth specialist, David excels in developing strategies that facilitate international business expansion and the adoption of enterprise software solutions. His collaborative approach fosters strong relationships across all organizational levels, ensuring that client needs are met with precision and agility. Through his leadership, Linedata continues to position itself as a trusted partner in delivering innovative investment management advisory and consulting services, driving success for clients in a rapidly evolving financial landscape.
Vice President, Wealth Management Solutions Sales at Linedata in June 2023 to Present
Senior Director Strategic Accounts at Xceptor in May 2022 to June 2023
Private and Public Capital Investment Technology Sales at Linedata in January 2020 to May 2022
Vice President Sales, Americas at FundCount Family Office Portfolio, Partnership and General Ledger Accounting Software in January 2018 to January 2020
Senior Sales Executive, Private Equity Platform at SunGard - now part of FIS in January 2017 to January 2018
Managing Director, Sales EDM Platform at Kuberre Systems in January 2015 to January 2017
Partner/Business Development Executive at ForwardThink Group (Acquired by Perficient Inc.) in January 2012 to January 2015
VP Americas - Regulatory Reporting Platform at FRSGlobal (Acquired by Wolters Kluwer) in January 2007 to January 2009
Senior Partner at BusinessEdge (Acquired by EMC) in January 2003 to January 2007
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Front Office Operations and Process Automation
Artificial Intelligence (AI) and Analytics
Alternative Investments
Front, Middle and Back-Office Technolgy
Investment Risk Management
Business Analysis
Cyber Security
Sales and Sales Management
Business Development
Account and Client Relationship Management
P&L Management
Strategy
Division/Country Management
International Business
Market Entry
Financial Services
Enterprise Software/Software as a Service
Enterprise Data Management
Portfolio and Investment Accounting
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Discover more about LinedataWhat is David Coad email address?
Email David Coad at [email protected] and [email protected]. This email is the most updated David Coad email found in 2026.
How to contact David Coad?
To contact David Coad send an email to [email protected] or [email protected]. (updated on October 29, 2024)
What company does David Coad work for?
David Coad works for Linedata
What is David Coad's role at Linedata?
David Coad is Vice President, Wealth Management Solutions Sales
What is David Coad's Phone Number?
David Coad's phone (413) ***-*186
David Coad Email Addresses
David Coad Phone Numbers
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