Topics:Finance, business planning/forecasting, capital and liquidity planning
David has 30+ years of experience in the financial industry in a variety of roles including direct investing in medium-sized manufacturing and technology companies, portfolio management, corporate finance and IT. He also worked in his family manufacturing business, building its production scheduling and inventory management software. He has taught financial modeling and has been building spreadsheet models of businesses and portfolios for many years.
David is a Chartered Financial Analyst, and received his B.S. in Chemistry and M.S. in Management/Finance. David is volunteering his time to serve as a member of the board of directors of the Hannah Grimes Center.