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David spent over 10 years in the financial services industry with UBS Financial Services, Inc. As a director in planning and investment, David managed portfolios exceeding $50,000,000 for multiple families and small business. More recently, David held the position of Regional Vice President for Transamerica Capital, Inc. working with independent financial advisors and assisting in product development and long-term retirement income strategies for hundreds of individual clients.

During this time, David earned the Chartered Retirement Planning Consultant designation (CRPC®) from the College of Financial Planning. In addition, David also has extensive research experience working under Dr. David Scharp in various aspects of diabetes research, including the processing and culture of islet cells. He served as a laboratory assistant at the following entities: Washington University at St. Louis, MO, Neocrin, Inc. and Novocell Inc. David has assisted Dr. Scharp with the development of the artificial pancreas, and in particular, the coating of individual islet cells with polyethylene glycol using solid state cold laser technology. David earned his BA in Economics from The University of Southern California.