Cost optimization advisor leveraging two decades of financial services experience to help organizations lower spend, improve efficiency, and capture measurable value.
With 20 years of experience in financial services, David helps organizations gain transparency, reduce costs and drive measurable value across key spend categories. As a former investment banker, he brings a rigorous, data-driven approach to uncovering savings opportunities and improving financial performance.David is passionate about building trusted client partnerships and delivering actionable results. He’s recognized for his analytical depth, strategic insight, and ability to translate complex spend data into clear, sustainable cost solutions.
BS Economics - University of WisconsinMBA - Ross School of Business - University of Michigan


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