Linda Koa
Consultant | Board Chair | Investment Professional | Former Public Company COO | IPO and M&A Experience
- Role
- Consultant at Seattle Credit Union
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Linda Koa
Linda has extensive experience in the financial and investment services industry. She is…
Experience
Consultant
Jan 2022 — Present
Consulting startup & private companies providing general business management.• Client projects: Business development, sales, go-to-market (GTM) plans, ISO27001 and SOC2 certification journeys, create strategic partnership/reseller programs, capital strategies including sourcing strategies (both debt and equity), regulatory compliance, and pricing analysis’.Achievements: o Sourced and closed-won strategic partnership with IBM for SaaS client. Client Industries- Property Technology (PropTech)- Patent Technology (IPTech)- Private Credit- Legal Services- Stealth AI EdTech Startup (Co-Founder)
Education
University of Washington - Michael G. Foster School of Business
Master of Business Administration (MBA)
Fairleigh Dickinson University
Certificate in Financial Planning
Chartered Alternative Investment Analyst Association
CAIA Level I Exam
University of Washington
BA
University of Washington
Women Board Directors Development Program
Skills
- Finance
- Sales
- Fixed Income
- Securities
- Leadership
- Alternative Investments
- Equities
- Trading
- Management
- Business Development
- Series 7
- Asset Management
- Asset Allocation
- Banking
- Mutual Funds
- Risk Management
- Executive Management
- Derivatives
- Investment Management
- Project Management
- Investments
- Portfolio Management
- Financial Services
- Asset Managment
- Strategy
- Hedge Funds
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