Adam Coad

Senior Manager, Retail Portfolio Operations at CC&L

Adam Coad has extensive experience in the financial industry, starting with their role as a Corporate Actions Analyst at Deutsche Bank from July 2007 to March 2008. Adam then moved to Merrill Lynch and served as a Corporate Actions Analyst from March 2008 to July 2009. Adam later joined Credit Suisse for a brief period from July 2009 to December 2009, again as a Corporate Actions Analyst.

In 2011, Adam worked at both Merrill Lynch and Barclays Capital as a Corporate Actions Analyst and Analyst, respectively. At Merrill Lynch, they held the position from February 2011 to May 2011, while at Barclays Capital, they worked from May 2011 to August 2011.

Adam's next role was with EQV Global, where they worked as an Analyst from August 2011 to March 2012.

Most recently, Adam joined Connor, Clark & Lunn Financial Group (CC&L) in 2014. Adam initially started as a Trade Support Team Lead in January 2014 and later advanced to the role of Senior Manager, Retail Portfolio Operations in June 2021. As of now, Adam is still employed at CC&L.

Adam Coad attended Nottingham Trent University from 2001 to 2005, where they earned a Bachelor's degree in Economics.

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