David, CPA (Inactive) - ROARK

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Our finance and accounting consultants alleviate your stress and frustration by helping you and your business avoid the roadblocks that stop you from achieving your business goals,

David, CPA (Inactive)
Executive Consultant
David is an experienced Finance & Accounting Executive whose successes were realized through the utilization of analysis and experience-based insights executed through a team-driven approach to restructure subpar platforms into high performing organizations.  He has an insatiable curiosity with the ability to understand complex issues.  His excellent interpersonal and communication skills provide for a highly effective leadership style.



  • Managed over 30 Mergers and Acquisitions - Transactions on both Buy-Side and Sell-Side
  • Led SEC/FDIC Rules Changes for troubled banks
  • $25 Billion in Loan Portfolio Restructurings
  • Raised over $600M of Capital in four (4) IPO's and $160M in Private Equity Funds
  • Contract Negotiations
  • Capital Raising & Investor Management
  • Strategic Planning
  • Process & Productivity Improvements
  • Budgeting and Cost Management
  • NYSE, NASDAQ, and OTC Experience
  • System & Technology Utilization

Industries Served

  • Banking
  • Real Estate Development
  • Private Equity
  • Hedge Funds
  • Commercial Real Estate Sales
  • Mortgage Banking, GNMA, FNMA FreddieMac

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