As an experienced finance and accounting professional, David has spent over 36 years in a variety of financial and operational leadership roles. He is a change agent, constantly looking for ways to improve processes, lower costs, and gain efficiencies. David is excited to partner with the team at Financial Designs to work collaboratively with clients to meet their goals.
David started his career in public accounting as an audit professional. From there, he moved into various corporate finance, accounting and operations roles, holding management positions in Bell Atlantic/Verizon, Crown Castle USA, Genworth and most recently as CFO of Moore’s Electrical & Mechanical. His experience spans the Telecom, Insurance, Manufacturing and Construction industries. His functional strengths include controllership, mergers & acquisitions, strategic planning, budgeting, forecasting, reporting, and systems integration. He has achieved millions of dollars in cost savings and departmental efficiencies throughout his career. David is a licensed CPA in Virginia.
David is an alumnus of the Virginia Military Institute and has a B.S. in Accounting from Albright College.David and his wife, Doreen are empty nesters and live in Lynchburg, VA. They enjoy traveling and spending time with their children and grandchildren.
*Authorized for accountancy services in Virginia. Not practicing on behalf of MML Investors Services, LLC or its affiliated companies