“Our business revolves around the talented people we’re privileged to work with and work for. Being in the trenches with my colleagues to solve our business needs in a way that supports the team and the growth of the firm drives me.”
Our clients trust us to advise them during the most critical point in their business’s lifecycle. In order to deliver results, we must be coordinated from the front office to the back and work as a team to drive the best and most seamless outcome possible.
Not letting down my team. Period.
Telling a story with numbers and facts. When you find the underlying message in the data, it makes it so much more interesting to dive in and make insights.
Meredith Mann is the Chief Financial Officer at Cascadia Capital, based in our Austin office. She is responsible for scaling finance, strategic planning, human resources, technology and operations functions to support a significantly larger firm with a broader footprint. Through the use of KPIs, standardized metrics and quantitative analysis, she brings greater rigor to our decision making process.
Prior to taking on the CFO role, Meredith spent 10 years in the finance industry, most recently as a Vice President in the Business Services group at Cascadia. Prior to her work at Cascadia, Meredith was at the Bill and Melinda Gates Foundation supporting Global Health initiatives. Meredith started her career in various investment banking roles at the Royal Bank of Scotland and Mizuho Securities.
Meredith holds a Bachelor of Business Administration in Finance with a minor in Accounting from The University of Texas and is registered with FINRA, holding the Series 79 and 63 licenses.
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