About
Senior executive and leader experienced in SaaS, financial services, and management…
Articles by Adam
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Game-changing AI Targeting tool predicts investor behaviors
Game-changing AI Targeting tool predicts investor behaviors
By Adam Frederick
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Best Practices in Stock Surveillance: Top 5 Ways IROs are Leveraging Intelligence
Best Practices in Stock Surveillance: Top 5 Ways IROs are Leveraging Intelligence
By Adam Frederick
Contributions
Activity
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🌟 We are really excited to present at the 𝐅𝐚𝐦𝐢𝐥𝐲 𝐎𝐟𝐟𝐢𝐜𝐞 & 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐖𝐞𝐚𝐥𝐭𝐡 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐅𝐨𝐫𝐮𝐦 𝟐𝟎𝟐𝟒, 9-year…
🌟 We are really excited to present at the 𝐅𝐚𝐦𝐢𝐥𝐲 𝐎𝐟𝐟𝐢𝐜𝐞 & 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐖𝐞𝐚𝐥𝐭𝐡 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭 𝐅𝐨𝐫𝐮𝐦 𝟐𝟎𝟐𝟒, 9-year…
Liked by Adam Frederick
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DragonGC is pleased to share our latest report: Season-end Summary of Shareholder Voting on 14a-8 Proposals. In this report, we analyze the voting…
DragonGC is pleased to share our latest report: Season-end Summary of Shareholder Voting on 14a-8 Proposals. In this report, we analyze the voting…
Liked by Adam Frederick
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We were honored to welcome U.S. Senate Candidate, Bernie Moreno, to our Carey office. It was a fantastic opportunity to discuss our ongoing projects…
We were honored to welcome U.S. Senate Candidate, Bernie Moreno, to our Carey office. It was a fantastic opportunity to discuss our ongoing projects…
Liked by Adam Frederick
Experience & Education
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Teal Corporation
View Adam’s full experience
See their title, tenure and more.
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Licenses & Certifications
Projects
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Recent Speeches & Presentations
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NIRI Chicago IR Workshop | “Technology in Investor Relations” – Chicago, IL (2018)
IR Magazine Webinar | “Maximizing the Impact of Investor Targeting Techniques” (2018)
NIRI Cleveland | “Using AI to Make Investor Targeting Smarter” – Cleveland, OH (2018)
NIRI National Annual Conference | “The Battle for Alpha Between Active & Passive Investors” (2017)
Honors & Awards
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Top Trading Solution Provider - 2020
Capital Markets CIO Outlook
Capital Markets CIO Outlook has compiled a list of the top 10 trading solution providers for 2020. The enlisted companies are transforming trading operations and processes at the intersection of various disruptive technologies.
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Best in Customer Satisfaction: Q4 Inc. Intelligence Division
Rivel Research Group
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Best in Customer Satisfaction: Bloom Partners
Rivel Research Group
Organizations
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Catchafire
Nonprofit Mentor & Advisor
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National Investor Relations Institute (NIRI)
Member
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PolicySmart
Advisory Board
Advisory Board Member to Health/InsurTech startup.
More activity by Adam
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Ryan is one of the largest privately held companies in #Dallas, with annual revenue of more than $1 billion. #dallas #dallasnews #businessnews…
Ryan is one of the largest privately held companies in #Dallas, with annual revenue of more than $1 billion. #dallas #dallasnews #businessnews…
Liked by Adam Frederick
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Listen to my podcast on Voice of FinTech with Rudolf Falat talking about major trends in intelligent search, generative AI, players like Google…
Listen to my podcast on Voice of FinTech with Rudolf Falat talking about major trends in intelligent search, generative AI, players like Google…
Liked by Adam Frederick
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Speaking of walking the walk... I’m excited to share that Thoropass’ recently received it’s HITRUST i1 certification. It’s a very proud day for us…
Speaking of walking the walk... I’m excited to share that Thoropass’ recently received it’s HITRUST i1 certification. It’s a very proud day for us…
Liked by Adam Frederick
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After a remarkable 15-year career at Applied Materials, Michael Sullivan, Vice President of Investor Relations, has announced his intention to retire…
After a remarkable 15-year career at Applied Materials, Michael Sullivan, Vice President of Investor Relations, has announced his intention to retire…
Liked by Adam Frederick
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I'm excited to join Gale Wilkinson and Chicago:Blend for this Thursday's entrepreneurship summit focused on women founders! Register here:…
I'm excited to join Gale Wilkinson and Chicago:Blend for this Thursday's entrepreneurship summit focused on women founders! Register here:…
Liked by Adam Frederick
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I am very passionate about #alternativedata and its broad (and increasing) value-add in the Investment Management Industry. It is clear to me that…
I am very passionate about #alternativedata and its broad (and increasing) value-add in the Investment Management Industry. It is clear to me that…
Liked by Adam Frederick
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We are excited to announce our participation in the Canadian Lounge at Future Proof Festival in Huntington Beach this September 14-18 with Q Wealth…
We are excited to announce our participation in the Canadian Lounge at Future Proof Festival in Huntington Beach this September 14-18 with Q Wealth…
Liked by Adam Frederick
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This is a milestone that we're incredibly proud of at Verivend... We recently crossed $1B of transactions processed for our #GP customers and their…
This is a milestone that we're incredibly proud of at Verivend... We recently crossed $1B of transactions processed for our #GP customers and their…
Liked by Adam Frederick
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Texas is a pro-business state that has seen immense economic and population growth over the past two decades. As economist Ray Perryman points out…
Texas is a pro-business state that has seen immense economic and population growth over the past two decades. As economist Ray Perryman points out…
Liked by Adam Frederick
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Being recognized by CNBC as one of the world’s top fintech companies is a tremendous honor and showcases the cutting-edge work we’re doing at Apex to…
Being recognized by CNBC as one of the world’s top fintech companies is a tremendous honor and showcases the cutting-edge work we’re doing at Apex to…
Liked by Adam Frederick
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