David has over 15 years of experience in providing audit, accounting, and risk management services for a multitude of clients within the financial services industry including depository institutions, broker-dealers, and finance companies including those with international operations. His clients vary from initial start-up companies to multi-billion dollar SEC registrants.
David was an Audit Partner and the Philadelphia Practice Leader for a Top-25 National Accounting Firm and previous to that was with Grant Thornton LLP. During his tenure, he has been involved in all facets of the audit and risk processes and is skilled at the preparation and evaluation of quarterly and annual financial statements in compliance with applicable US GAAP and regulatory guidelines. David continually oversees and manages large engagement teams while providing clients with industry insights, current emerging trends, and a balance of responsiveness and agility to change focus and meet the needs of growing businesses.
Since the formation of the Sarbanes-Oxley Act David has also worked extensively with clients to ensure a quality-focused, effective and seamless implementation of its requirements at both mature and emerging growth companies. Through his interactions with management teams, senior executives, and directors he continually emphasizes what is most important and relevant to completing a successful project and to enhancing the quality, stability, and growth of a dynamic organization.
David promotes professional excellence and collaborative learning through presentations at professional seminars, conferences, and certified professional education programs and continues to foster that environment by speaking frequently on professional topics ranging from changes in fair value measurements, allowance for loan and lease losses, implementation of the current expected credit loss model, and best practices for audit committee efficiency and effectiveness.
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