In the past decade, with challenging economic times, the needs of his clients changed, and David felt even more compelled to change with his clients by providing additional services that would support them through this time. By listening to the needs of public officials, he created a broad array of services that not only provided financial support, but a foundation of services that covered much more.

Work History

After graduation high school in 1982, David attended Georgetown College, a small liberal arts college in Georgetown, KY. David majored in Marketing and Finance. He also minored in Communications with a focus on theatre. He graduated in May of 1986 with a Bachelor of Science degree.

In June of 1986, David started at Citizens Fidelity Bank in Louisville, Kentucky. Work as a branch manager in retail banking. He then quickly moved into commercial lending where he made small to middle market loans to commercial businesses.

In September of 1988 David was offered a position with Ameritrust Bank in Cincinnati, Ohio as the manager of a new banking office concept that combined retail and commercial banking, and personal investments in a single office.

In September 1989, David joined Seasongood & Mayer as an investment banking associate. At Seasongood, David was classically trained in State, State Agency, County, City, School District, Special District (TID’s, CFA’s SID’s), and COG finance. By the time he left Seasongood in 2005, David had managed more than 450 financings totaling in excess of $5 billion.

David joined Robert W. Baird and Co., in 2006 as a managing director. Between 2006 and 2012, Baird, ended among the top five investment banks in Ohio. Having accomplished his goals, David left Baird in January 2013.