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With twenty years of broad financial services industry experience, David has held various positions with BB&T, Deloitte, Citigroup Global Markets, Merrill Lynch, and Volvo Commercial Finance, both in the US and abroad. He has led numerous IT-related projects during this time including workflow redesign, CRM adoption, and the creation of BB&T’s FDIC-assisted bank merger model.

In addition to executing billions of dollars in commercial debt transactions while employed with BB&T, David has advised on private equity transactions for Arcadia, 3i, Mezzanine Management, and Grey Mountain, among others.

David graduated from Wake Forest University with a dual B.S. in Business and German, and he holds a master’s degree from Oxford University, where he authored a lecture on financial ratio analysis that is still taught in the business school. His work has appeared in the Financial Times; the Institute for Mergers, Acquisitions, and Alliances; National Public Radio; and the BBC. David is a CFA Charterholder and a member of the CFA Society of Colorado. He has served on the boards of numerous nonprofit organizations, including leadership positions with the Manatee County Economic Development Corporation and the Nashville Rotary Club.