Financial Consultant | Business Strategist
I bring together financial and intellectual capital
Like a blog, but more refined
Welcome. I'm David
I bring together financial & intellectual capital
strategy, design, and careful execution
Thought leadership doesn’t have to be boring. Like a good Hollywood producer, my work leaves viewers engaged, educated, and excited for the sequel.
I’m a T-shaped problem solver. Combining design thinking with strategy and business analysis.
Through strategy, design and careful execution, I bring together financial & intellectual capital to grow business, build relationships, and drive operational efficiency.
As an educator, I inspire imagination and curiosity. A good question is usually more valuable than simply finding the right answer.
Sure, I’m good with a spreadsheet, but let’s be honest. There’s nothing interesting about numbers without context. To pass ideas to others. I use analogy, metaphor and narrative.
Using multimedia storytelling, I turn vision into value.
Areas of Curiosity: social physics, culture, psychology, capital anthropology, management philosophy, empathy, adaptation, branding, intangible value, human capital, innovation, technology, return on investment.
Ohio State football; part art, part science.
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Chartered Financial Analyst
Masters of Science Financial Markets
Illinois Institute of Technology
Concentration: Financial Engineering & Investments
Bachelor of Science in Business Administration
Ohio State University
Adjunct Faculty – College of Business
Balancing theory with practical application. I mentor students professionally and academically by making challenging concepts entertaining and easy to follow. Undergrad and Graduate classes include; corporate finance, investment analysis, quantitative methods, financing the business enterprise, and portfolio management.
Client Service Associate – Investment Management
William Blair & Company
Led day to day client service for nearly $5.5 billion in assets. Helped ensure best in class client experience through communications with internal and external stakeholders. Worked closely with sales, research, and portfolio management teams to develop business opportunities.
Assistant Vice President
Bank of America
Designed executive business intelligence reporting package. As a catalyst for collaboration, led global projects to reduce risk through credit, liquidity and operational KPI analytics. Built and curated business analysis content strategy. Consulted with various teams on strategic vision.
Senior Associate – Capital Markets
CIT Group, Inc.
Helped close over $400MM in new structured finance business. Strengthened relationships and gained market penetration while meeting marketing and sales goals. Prepared due diligence, research, financial modeling, pitch books and presentations.
Bank of America
Managed financial planning & analysis projects to build strategic insight. Discovered opportunities and reduced cost by advising management on financial and operational trends, performance, and forecast. Led efforts to improve productivity through technology. Strengthened corporate governance and regulatory compliance with change management initiatives.
2004 – 2006
1997 – 2001
2008 – Present
2013 – 2014
2009 – 2013
2006 – 2007
2001 – 2006
(Agile, Lean, Six Sigma)
SharePoint Designer / Microsoft BI / custom workflows / Visio / BlackBoard /
Salesforce (similar CRM) /
cloud-based collaboration tools
Sales & Marketing
Quantitative and qualitative research
Excel power-user / VBA / PowerPivot / Tableau /
various proprietary research & analysis tool sets: FactSet, Eagle, AS400, Bloomberg, ....
print, web, video
graphs, charts, infographics
pitch books, presentations
Photoshop / PowerPoint / InDesign / Muse / Premiere / SketchUp / AfterEffects / Prezi
EXECUTIVE REPORTING PACKAGE
(Bank of America)
+ custom SharePoint Business Intelligence
+ KPI analytics reporting
+ content strategy
+ custom workflows
+ mobile integration
* actual numbers have been altered to protect Bank proprietary data
Custom Excel gauges
Real time reporting
You're probably wondering, what's with the photography.
In our mobile, social age. Video and photography are as critical as ever when conveying a message.
Perfect for LinkedIn profiles
When a Selfie won't pass for personal branding | check out this NYT article
Noal H. | Miss Illinois Contestant