David is responsible for developing offering memorandums, financial analysis, preparing financial modeling, conducting industry research, and drafting proposals, presentations, and other marketing materials. He resides in the Warehouse District of Downtown Cleveland, Ohio.

Education, Licenses, and Certifications

  • Master of Science in Accountancy from The University of Notre Dame
  • Bachelor of Science in Accounting with minors in Sport Management and Finance from Elon University
  • Series 79 — Limited Representative-Investment Banking and Series 63 — Uniform Securities Agent

Prior Experience

  • Staff Accountant at Marcum LLP
  • Risk Advisory Intern at Skoda Minotti
  • Assurance & Tax Intern at Skoda Minotti
  • Accounting Coordinator at USA Baseball
  • Marketing Intern at Cardinal Credit Union

Professional and Community Involvement

  • Involved in the Association for Corporate Growth (“ACG”)
  • Advisor to The Uniform Funding Foundation