David brings more than 15 years of experience in finance, accounting, and strategic financial planning. Most recently, he served as a Controller, where he managed all accounting functions, oversaw financial reporting across multiple cost centers, supported strategic planning, and ensured strong cash flow and cost controls. His background also includes extensive experience in budgeting, forecasting, tax compliance, payroll, benefits administration, and vendor negotiations.

In addition to his accounting leadership, David has a solid foundation in wealth management and private banking, giving him a well-rounded perspective on financial strategy, risk management, and long-term planning. He is known for his analytical approach, attention to detail, and ability to translate complex financial data into clear, actionable insights.

We are excited to have David join the SIPOA team and look forward to the expertise and strategic guidance he will bring to our organization. Please help us give him a warm welcome!